Is your team struggling to keep up with customer inquiries?
A well-configured Customer Agent in HubSpot can significantly improve your support efficiency and enhance the customer experience. In this video, we’ll guide you through the process of setting up your Customer Agent quickly and effectively.
1. Log into your HubSpot account.
2. On the left panel, hover over Breeze AI and click on Overview.
3. Scroll down to Customer Agent and click on Launch.
(Note: If you haven't created your agent yet, click Create.)
4. Click on the Agent Profile tab to name your agent and select its role and personality type.
5. On the Channels tab, click on Create a Chat Flow to add the chat flow to your website or Facebook Messenger.
6. On the Performance tab, you can monitor your agent’s metrics. Click on the three dots to Save or Export the report.
7. On the Content tab, add a content source to your agent to enhance its knowledge base. Click on Add Content to include HubSpot content or import public URLs.
8. Finally, click on the Overview tab to finalize your agent’s settings, and check the FAQs to troubleshoot any issues you might encounter.
With your Customer Agent set up in HubSpot, you’re now equipped to manage customer interactions more effectively and provide timely support.
#HubSpot #CustomerSupport #AI #CustomerAgent #BreezeAI #BusinessEfficiency #webdew
-----------------------------------------------------------------------------------------------------------------------
Get FREE HubSpot Demo: bit.ly/3VEuefE 🚀
Sign up for HubSpot's Free CRM: bit.ly/3VJkLn6 📈
Outsource your HubSpot needs: bit.ly/4axdafI 💼
Subscribe to our weekly newsletter: bit.ly/3PERwhi 📬
Let's elevate your HubSpot journey together! 😊💡🌟🚀📈