How to implement chatflows

[MHussain8]

this is client side message
"Main focus is getting the KB Lookup Chatbot fully implemented and routing correctly, then cleanup + QA."

how can do it 
I am beginner

[karstenkoehler · Accepted solution]

Hi @MHussain8,

This page walks you through the process step by step: https://knowledge.hubspot.com/chatflows/create-a-bot

Have a look and let me know if you have any follow-up questions!

[MHussain8]

The client wants the following:

1. Complete Implementation of the KB Lookup Chatbot

• The chatbot should understand the user’s question.

• It should search the Knowledge Base articles.

• If no answer is found, it should create a ticket.

• It must detect the correct category and route the ticket to the appropriate pipeline.

2. Accurate Chatbot Routing

• All categories, subcategories, and pipelines must be correctly mapped.

• Each form should create a ticket in the correct pipeline.

• There should be no workflow errors or incorrect routing.

3. Proper Setup of All KB Categories in HubSpot

Including:

• General Information

• Account Maintenance

• Song Maintenance

• Licensing

• Payments

• Reports

• Music Users

• New Affiliate Checklist

4. Correct Forms → Ticket Pipelines Mapping

• Every form must send tickets to its corresponding pipeline.

• All ticket properties should be populated accurately.

5. Cleanup and QA

• Test all workflows, chatbot flows, ticket routing, and emails.

• Fix any issues found during testing.

• Provide final refinement and polish.

[karstenkoehler]

@MHussain8 the community is a place for discussion, best practices and knowledge sharing - but I wouldn't consider it a place where people do your client work for free. I'd recommend reviewing the knowledge base article I shared in detail to get an understanding of what is possible and what isn't.