Learn how to deploy Fini on your HubSpot Emails
Click on Deploy
Connect HubSpot
Select Email settings
Select Time Delay
3600
seconds.
Set a Debounce Lag
Choose a Reply Type
Reply Type if Agent Assigned
PII Masking
Action if Escalated
“Thank you for the additional information. This will be included in the ticket for our specialized human agent team.”
Acknowledgment 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
“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
Sign in to your HubSpot account
Select Fini
Click on Connect app
Enable Categorization
Select a Categorization Field
Category Add Type
Category Limit
Select bot
Select a channel where your Fini agent should be active
Additional settings