Learn how to deploy Fini on your HubSpot Chat
This document provides a comprehensive guide to integrate Fini with HubSpot, categorized into six main sections:
Follow the listed steps to successfully connect and optimize your Fini chatbot within the HubSpot environment.
Click on Deploy
Connect HubSpot
Select Chat settings
Configure how Fini will handle replies
Select Time Delay
3600
seconds. But for Chat we recommend to set it as 0.
Set a Debounce Lag
Choose a Reply Type
Fini supports two types of replies:
Reply Type if Agent Assigned
Configure how Fini behaves when a support agent is assigned to a ticket:
PII Masking
To protect Personally Identifiable Information (PII), enable PII masking. When enabled, Fini will avoid using personal data (like the user’s name, email etc.) in responses, providing a generalized interaction.
Example:
With PII masking:
“Hello, how can I assist you today?”
Without PII masking:
“Hello, John, how can I assist you today?”
These settings determine how Fini responds when an issue is escalated to a human agent
Action if Escalated
Define what happens if Fini encounters a question it cannot answer (e.g., sensitive topics):
Suggested Message
“Thank you for the additional information. This will be included in the ticket for our specialized human agent team.”
Acknowledgment Message
Suggested Message:
“Thank you for the additional information. This will be included in the ticket for our specialized human agent team.”
Threshold Count for Escalation
Message When Escalated via Threshold
Suggested Message When Threshold is Reached:
“Thank you for your message. Unfortunately, this is outside of my expertise, and I will need to escalate this to our specialized support team. A member of our team will reach out shortly.”
Click on Authorize
Complete the Fini authorization process by clicking Authorize
Sign in to your HubSpot account
Select Fini
Click on Connect app
Enable Categorization
Toggle the Categorization setting to allow Fini to automatically categorize tickets based on the user conversation using AI.
Select a Categorization Field
This field has to already exists in HubSpot and contain the required categories
Category Add Type
Decide whether new categories should append to each reply or overwrite the previous ones.
Category Limit
Choose the bot from your Fini account you wish to deploy. Note you can deploy a single bot in multiple channels. Also you can deploy different bots in different channels.
Select bot
Select the bot that you want to deploy for your HubSpot chat
Select a channel where your Fini agent should be active
This needs to be a specific chatflow existing in HubSpot
Make sure to follow this guide thoroughly to ensure the optimal performance of Fini within your HubSpot environment. For any additional configurations or queries, reach out to hello@usefini.com
Learn how to deploy Fini on your HubSpot Chat
This document provides a comprehensive guide to integrate Fini with HubSpot, categorized into six main sections:
Follow the listed steps to successfully connect and optimize your Fini chatbot within the HubSpot environment.
Click on Deploy
Connect HubSpot
Select Chat settings
Configure how Fini will handle replies
Select Time Delay
3600
seconds. But for Chat we recommend to set it as 0.
Set a Debounce Lag
Choose a Reply Type
Fini supports two types of replies:
Reply Type if Agent Assigned
Configure how Fini behaves when a support agent is assigned to a ticket:
PII Masking
To protect Personally Identifiable Information (PII), enable PII masking. When enabled, Fini will avoid using personal data (like the user’s name, email etc.) in responses, providing a generalized interaction.
Example:
With PII masking:
“Hello, how can I assist you today?”
Without PII masking:
“Hello, John, how can I assist you today?”
These settings determine how Fini responds when an issue is escalated to a human agent
Action if Escalated
Define what happens if Fini encounters a question it cannot answer (e.g., sensitive topics):
Suggested Message
“Thank you for the additional information. This will be included in the ticket for our specialized human agent team.”
Acknowledgment Message
Suggested Message:
“Thank you for the additional information. This will be included in the ticket for our specialized human agent team.”
Threshold Count for Escalation
Message When Escalated via Threshold
Suggested Message When Threshold is Reached:
“Thank you for your message. Unfortunately, this is outside of my expertise, and I will need to escalate this to our specialized support team. A member of our team will reach out shortly.”
Click on Authorize
Complete the Fini authorization process by clicking Authorize
Sign in to your HubSpot account
Select Fini
Click on Connect app
Enable Categorization
Toggle the Categorization setting to allow Fini to automatically categorize tickets based on the user conversation using AI.
Select a Categorization Field
This field has to already exists in HubSpot and contain the required categories
Category Add Type
Decide whether new categories should append to each reply or overwrite the previous ones.
Category Limit
Choose the bot from your Fini account you wish to deploy. Note you can deploy a single bot in multiple channels. Also you can deploy different bots in different channels.
Select bot
Select the bot that you want to deploy for your HubSpot chat
Select a channel where your Fini agent should be active
This needs to be a specific chatflow existing in HubSpot
Make sure to follow this guide thoroughly to ensure the optimal performance of Fini within your HubSpot environment. For any additional configurations or queries, reach out to hello@usefini.com