🔗 HubSpot KB Bridge: Deploy the customer agent to channels
💡 Core Capability
Once you’ve created, defined, trained, and tested the customer agent, you can assign it to Facebook, WhatsApp, calling (BETA), live chat, form, or email channels. The agent will be assigned to any new incoming conversations routed to those channels during its working hours. It’ll handle customer inquiries based on the content sources it was trained on, as well as its configured actions or guidelines.
🛠️ Key Operations & Headings Outline
- Before you get started
- HubSpot Credits
- Best practices
- Assign the customer agent to a channel
- Manage the channels the customer agent is assigned to
- Turn the customer agent on/off
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Data Hub Professional, Enterprise
- Content Hub Professional, Enterprise
- Smart CRM Professional, Enterprise
- Revenue Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot