Tips, Tricks & Best Practices

CMarritt
Contributor

How to create a workflow based on chatflow

Hi, 

 

We have a chatbot on our website and have started utilising the meetings links, so we have added this to our chatbot. 

 

We're trying to create some slack alerts when chats get to a certain point and don't convert

EG contact doesn't 'end chat' (when the contact ends the chat a ticket is created alerting us) and views the meetings link without booking a meeting. Below is what I have so far but it isn't working for the above scenario 

Hubspot.PNG

 

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EWood
HubSpot Employee
HubSpot Employee

How to create a workflow based on chatflow

Hi @CMarritt,

 

Thanks for reaching out to HubSpot Community! Happy to help here.

 

Are you able to provide an expected or example customer journey from chat start to end and a brief description of exactly what the workflow will do? It sounds like create a ticket if a contact ends a chat without booking a meeting. Is that right?

 

It might also be helpful if you share some of your chatflow actions. I'm wondering if you might need to use a conversation based workflow depending on the actions that occur in the chatflow.

 

Thanks for providing these details!


All the best,

 

Elyse