What is Quickchat AI?
Quickchat AI builds customized, multilingual AI Agents that answer customer questions inside HubSpot Conversations. The agent replies on behalf of a dedicated HubSpot user, so every conversation stays in your HubSpot inbox. You can install it from the HubSpot App Marketplace or connect it from your Quickchat AI dashboard.
This guide covers deploying the agent in HubSpot’s live chat (Conversations). If you instead want the agent to create and update contacts, deals, and tickets in your CRM during a conversation, see Connect your AI Agent to HubSpot.
Where do I start?
With the video, if you prefer to watch:
Prerequisites
- A Quickchat AI account. HubSpot is available on every Quickchat AI plan, including the free tier.
- A HubSpot user with a paid Sales or Service seat for the agent, plus an admin to authorize the connection. The seat is required for automatic conversation routing; Service Enterprise is not required.
For the full walkthrough with screenshots, see the HubSpot channel docs.
Step-by-step tutorial:
- Create a new HubSpot user to assign to the AI Agent.
- Give the dedicated user access to the HubSpot Conversations Inbox.
- Ensure the user has a paid Sales or Service seat so it can be included in conversation routing rules.
- Check if the user status is set to available — hover over your newly created user and click Actions, then Edit user.
- Once your Quickchat AI is ready, navigate to the Quickchat AI dashboard and go to the External Apps tab.
- On the list of available platforms, click HubSpot.
- Provide the exact same email address you used to create the new HubSpot user. It will be responding to messages on behalf of that account.
- Click on Connect with HubSpot and follow the on-screen prompts by choosing the appropriate HubSpot workspace. Please keep in mind that you need to have HubSpot Super Admin permissions in order to authenticate your account.
- Go back to HubSpot. Create a new Chatflow on your HubSpot account. Go to the Service tab from the left sidebar and then click Chatflows.
- Create a new Chatflow or edit an existing one.
- Choose Website and then Live chat.
- Select an Inbox and Language. (remember to set the same language in Quickchat AI settings)
- Disable Knowledge base search. AI Agent’s Knowledge Base is handled in the Quickchat AI Platform.
- Select Automatically assign conversations , select Specific users and select your Quickchat AI user (associated with the email address you provided earlier).
- (Optional) Customize your Welcome message.
- (Optional) Disable Email capture.
- Click Preview and send a message. If the AI responds, everything’s set!
- Save your Chatflow.
Important : Ensure your Quickchat AI user is assigned as the “Owner” of a conversation; otherwise, the Quickchat AI Agent won’t respond. Additionally, check other HubSpot features you use, like “Automations,” as they may affect the assignment automatically.
The below video guide summarises these steps.
Your integration is now complete!
If you prefer not to use the HubSpot widget, use Quickchat! Go to Website > Install, and follow the instructions on the screen to add it to your website.
Additional settings
Quickchat AI’s diverse range of additional features is designed to offer a genuinely customized and efficient user experience, perfectly catering to your company’s distinctive needs.
Check out our other features to customize your AI:
- Inbox: Manage all customer conversations in one place.
- Analytics: Track performance metrics and gain insights into your AI Agent’s interactions.
- Smart Data Gathering: Collect leads and conduct user surveys.
- Build a Shopping AI Agent for a Shopify Store: The easiest way to create a product recommendation AI for your Shopify shop.
- Quickchat AI vs HubSpot Breeze: how the AI Agent compares to HubSpot’s native Breeze customer agent on resolution quality and cost.
These settings let you tailor the AI Agent’s behavior, knowledge, and handoff rules to your support workflow.
Even more features
If your business requires more custom features, you can contact us at contact@quickchat.ai to provide you with a custom solution tailored to your needs.
That’s it! 🎉
Your HubSpot integration is now ready and your company is enriched with a powerful AI Agent that will help you to improve your customer support and increase your customer satisfaction.