Create a bot

🔗 HubSpot KB Bridge: Create a bot

💡 Core Capability

Create a rule-based chatbot to connect with your website visitors. The chatbot will appear as a widget on your website pages where a visitor can start a conversation. The rule-based chatbot can help qualify leads, book meetings, or create support tickets by sending a series of questions and automated responses. Use the bot to gather initial information about the visitor before a member of your team takes over the conversation.

🛠️ Key Operations & Headings Outline

• Use Case: Scale Support with a Knowledge Base & Support Bot
• Before you get started
• Set up your chat widget
• Create a rule-based chatbot
  • Build your rule-based chatbot
    • Create a welcome message
    • Add bot actions
  • Turn on knowledge base browse and search (Service Hub Professional or Enterprise only)
  • Set up your targeting rules
  • Customize the chatbot’s appearance and behavior
  • Manage your chatbot options
    • General

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • Fivetran_Connection_SOP
  • HubSpot Native Workflows
  • Looker Studio Pro Architecture Blueprint
  • Looker Studio Service Account Migration
  • drag-to-hubspot-blueprint
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot