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How to create chat flows in HubSpot 

Creating chatflows in HubSpot lets you automate conversations on your website (live chat or chatbot). I’ll break it down in a clean, practical way so you can actually build one 👇

💬 What is a Chatflow?

A chatflow is basically:

  • A live chat widget OR

  • A bot (automation) that talks to visitors, qualifies them, or creates tickets

🔧 Step 1: Go to Chatflows

  1. In HubSpot, go to Automation

  2. Click Chatflows

  3. Click “Create chatflow”

🤖 Step 2: Choose Type

You’ll get options:

1. Website Chat

  • Live chat or bot on your website

2. Facebook Messenger

  • Chat via Facebook page

👉 Choose Website → Next

⚙️ Step 3: Choose Chat Type

You’ll see:

  • Live Chat → Real person replies

  • Bot → Automated flow (recommended for your use case)

👉 Select Bot

🧠 Step 4: Choose a Template

HubSpot gives templates like:

  • Lead qualification bot

  • Customer support bot

  • Book a meeting bot

👉 For practice, pick Lead Qualification Bot

✍️ Step 5: Build the Flow

This is the main part.

You’ll see a flow builder (like a diagram)

Add actions like:

  • Send message
    → “Hi! How can I help you today?”

  • Ask question
    → Name, email, requirement

  • If/then branch
    → Different paths based on answers

  • Create ticket
    → For support issues

  • Assign to team member
    → Send to sales/support

🎯 Example Flow (simple)

You can build something like:

  1. Welcome message

  2. Ask: “What are you looking for?”

    • Sales

    • Support

  3. If Sales → Ask email → Assign to sales rep

  4. If Support → Create ticket

🌍 Step 6: Targeting

Decide who sees the chat:

  • All visitors OR

  • Specific pages (like pricing page)

  • Based on country, device, etc.

🎨 Step 7: Display Settings

  • Chat widget color

  • Position (left/right)

  • Chat header name (e.g., “Webdew Support”)

🚀 Step 8: Publish

Click Review → Publish

Your chatbot is now live 🎉

💡 Pro Tips (this will impress in your role)

  • Use short messages (not long paragraphs)

  • Always ask for email early

  • Use quick reply buttons (better UX)

  • Connect chatflow with:

    • Tickets (for support)

    • Deals (for sales)

🧪 Beginner Practice Idea

Create a demo chatflow like:

👉 “Website visitor → wants protein powder (your earlier project)”

Flow:

  • Ask fitness goal

  • Suggest product

  • Capture email

  • Send to sales

If you want, I can:

  • Build a complete chatflow script for Webdew

  • Or give you a ready-to-copy flow diagram

  • Or help debug if your chatflow is not working

Just tell me 👍