Tickets & Conversations

dhejl
HubSpot Employee
HubSpot Employee

After a visitor logs in, can my chatbot display personalised content?

SOLVE

Hi folks,

 

I'm curious to know if it's possible to have the following take place:

  • A user comes to my website (hosted externally) and logs in with their credentials
  • Once they've logged in, I have a HubSpot chatbot on the page
  • I would like this chatbot to be able to display this user's name in the initial message (without having to first ask the person for their first name, as is usually the case)

 

The idea here is that, once someone has logged in, I would like to show that the chatbot knows who they are and can greet them with their first name instead of the generic "hello there, what's your name" message.

 

I do know there's certain documentation out there, such as chat with logged-in visitors and the visitor identification API, curious to know if this is applicable.

 

Thanks in advance!

1 Accepted solution
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

After a visitor logs in, can my chatbot display personalised content?

SOLVE

Hello @dhejl ,

Absolutely, what you are looking to achieve is definitely possible and can greatly enhance the user experience on your website.

Make sure your website’s login system is properly setup, and user credentials are authenticated. Once the user log in, you need to associate their identity with your HubSpot Chatbot.

Utilize HubSpot visitor identification API to identify and retrieve information about the logged-in user. This API allow you to fetch visitor information based on the cookies and tracking data stored in the user’s browser. This way you can link the user identity from the website login to HubSpot Chatbot.

Modify your HubSpot initial message to dynamically include the user’s first name. Instead of a generic greeting, the chatbot message can be tailored to say something like "Hello [User's First Name], how can I assist you today?

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Best regards,
Jigar Thakker
jigar@insidea.com

View solution in original post

2 Replies 2
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

After a visitor logs in, can my chatbot display personalised content?

SOLVE

Hello @dhejl ,

Absolutely, what you are looking to achieve is definitely possible and can greatly enhance the user experience on your website.

Make sure your website’s login system is properly setup, and user credentials are authenticated. Once the user log in, you need to associate their identity with your HubSpot Chatbot.

Utilize HubSpot visitor identification API to identify and retrieve information about the logged-in user. This API allow you to fetch visitor information based on the cookies and tracking data stored in the user’s browser. This way you can link the user identity from the website login to HubSpot Chatbot.

Modify your HubSpot initial message to dynamically include the user’s first name. Instead of a generic greeting, the chatbot message can be tailored to say something like "Hello [User's First Name], how can I assist you today?

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Best regards,
Jigar Thakker
jigar@insidea.com

dhejl
HubSpot Employee
HubSpot Employee

After a visitor logs in, can my chatbot display personalised content?

SOLVE

Thanks @Jigar_Thakker, this is really helpful! Will try this out and come back here if I have any issues 🙂