HubSpot Marketplace <> Fini

Log into the Fini platform
On the Home page, you can create a new bot and add any Knowledge base you wish the AI to use when responding to customers

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A successfully added Knowledge Base should be visible under the External Knowledge tab in the app

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It is important to note that a bot with a green dot means that all the knowledge that was added has been embedded successfully, until that happens there will be a red dot.
Under the Deploy table, locate the HubSpot integration and click on Connect

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Click on the Authorize button at the end of the page
Upon successful integration, you will also see 2 custom ticket properties called fini_do_not_triggerand fini_escalation auto-created by the app in your HubSpot account

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Select the bot (you have just created) from the Bot Selector section in HubSpot Integration within Fini platform in order for the bot to be able to reply to conversations. You can also chose settings for bot to reply, handoff to agents etc for different HubSpot channel accounts.
More details for connecting Fini with HubSpot can be found below:
- https://docs.usefini.com/integrations/HubSpotEmail
- https://docs.usefini.com/integrations/HubSpotChat