OpenAI Assistant for Hubspot Chat

Businesses and Developers

This workflow is ideal for:

• Customer Support Teams: Automate responses to customer inquiries via HubSpot, improving response times and customer satisfaction.
• Developers: Integrate OpenAI's capabilities into existing applications to enhance user interaction with AI-driven responses.
• Marketing Teams: Utilize AI to generate content and respond to leads, ensuring timely communication.
• Project Managers: Streamline communication processes within teams by automating message handling and responses.

This workflow addresses the challenge of managing customer interactions effectively by automating the communication process between HubSpot and OpenAI. It ensures:

• Faster Response Times: Automates replies to customer messages, reducing wait times.
• Consistent Messaging: Provides standardized responses, ensuring uniformity in communication.
• Integration of AI: Leverages OpenAI's capabilities to enhance the quality of responses, making them more relevant and engaging.

1. Webhook Trigger: The workflow starts when a new message is received via a HubSpot webhook.
2. Message Retrieval: It fetches the message details from HubSpot using the getHubspotMessage node.
3. Conditional Check: An IF node checks if the message sender is not the bot itself to prevent auto-responses to its messages.
4. Airtable Lookup: It searches Airtable for existing records related to the HubSpot thread ID. If none are found, it creates a new entry.
5. OpenAI Thread Creation: If necessary, it creates a new thread in OpenAI using the OpenAi Create Thread node.
6. Running AI Responses: It triggers an AI response using the OpenAI Run node, processing the user's message.
7. Check Run Status: The workflow checks the status of the AI run to determine if it's complete, in progress, or requires action.
8. Responding to HubSpot: Once the AI response is ready, it sends the reply back to the original HubSpot conversation thread.