How to create a chatbot
Creating a chatbot in HubSpot is done through the native Chatflows builder within the Conversations module. The process involves defining the conversation flow, configuring branching responses, and connecting the widget to your website. The free plan has limited features; a full chatbot requires paid plans. In Teeo, you describe the chatbot and it's active across all your channels.
How to do it in Teeo
“Create a website chatbot that answers frequently asked questions about pricing, services, and the buying process”
Your chatbot is created, configured, and active across all your communication channels.
How to create a chatbot in HubSpot: step by step
Requirements
- ·HubSpot's free plan includes basic live chat and a very limited chatbot (simple qualification questions only).
- ·Chatbots with complex conversation flows and advanced branching require Service Hub Starter ($45/month) or above.
- ·HubSpot's chatbot (Chatflows) operates only in the website chat widget. It does not integrate with WhatsApp or social media natively.
Log in and go to the Conversations module
Access app.hubspot.com. In the top navigation bar, click 'Conversations'. This module centralizes all of HubSpot's communication channels.
Access Chatflows
In the left sidebar within Conversations, click 'Chatflows'. You'll see the list of existing chatflows. Click 'Create chatflow' in the upper right.
Select the chat channel
HubSpot will ask which channel you want the chatbot on. Select 'Website' to add it to your website. Then choose 'Bot' (not 'Live chat') to create an automated flow.
Choose or create the conversations inbox
Select the HubSpot inbox where conversations will arrive. If you don't have one, create a new one. The inbox connects the chatbot with your team for transfers to human agents when needed.
Configure the welcome message
In the flow builder, the first node is the welcome message. Click on it and write the message the visitor will see when opening the chat, for example: 'Hello! How can I help you today?'.
Add quick reply options
Below the welcome message, add quick reply options. Create buttons for the main queries: 'Pricing', 'Services', 'Buying Process'. The visitor can click them instead of typing.
Create the flow for the 'Pricing' option
Click on the 'Pricing' branch and add a message node. Write the response about pricing. You can add more options or a button to connect with a human agent at the end of this branch.
Create flows for 'Services' and 'Buying Process'
Repeat the process for each option. Each branch can have sub-options, additional messages, and actions like 'Submit form' or 'Connect with agent'. Build out the complete conversation tree.
Configure the closing or transfer action
At the end of each branch, define what happens: the bot can close the conversation, transfer it to an available agent, or show a contact form. Configure this in the final node of each flow.
Configure the chat widget appearance
In the 'Options' tab of the chatflow, customize the widget color (should match your brand), the bot name, the avatar, and the preview message that appears before the user opens the chat.
Define which pages the chatbot will appear on
In the 'Target' tab, configure targeting rules: on which URLs of the website the chatbot will appear. You can show it on all pages or only specific pages like pricing or contact.
Activate the chatbot and add code to your site
Click 'Save' and then activate the chatflow. If your site is on HubSpot CMS, the widget is added automatically. If you have an external site, copy the HubSpot tracking code (Settings > Website > Tracking Code) and paste it before the closing </body> tag on your site.
Frequently asked questions
Does HubSpot's chatbot work with the free plan?
HubSpot's free plan includes a very basic chatbot with limited lead qualification features. To create complex conversation flows with branching, multiple responses, and advanced conditional logic, you need Service Hub Starter or above.
Can HubSpot's chatbot respond to questions in Spanish?
Yes. The chatflows builder lets you write all messages and responses in your preferred language, including Spanish. However, HubSpot does not have native conversational AI that understands free-form Spanish language; responses work through predefined flows with button options.
Can I connect HubSpot's chatbot to WhatsApp?
Not natively. HubSpot's Chatflows work exclusively in the website chat widget. For WhatsApp you need third-party integrations like Toky, Clixx, or others available in the HubSpot marketplace. These integrations usually have additional costs.