Automate HubSpot Chat with OpenAI Assistants for Smarter Customer Service
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Integrate OpenAI Assistants with HubSpot chat to automatically handle customer inquiries, escalate complex issues, and leverage AI for faster responses. Boost support efficiency.
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About This Workflow
How it works
This workflow automates customer support interactions by integrating HubSpot chat with OpenAI Assistants. When a new message arrives in HubSpot chat:
getHubspotMessage: Fetches the incoming message details from HubSpot.IF: Checks if the sender is a human user (not a bot). If it's a human, the workflow proceeds.Airtable: Searches an Airtable base (Hubspot Conversations ChatGPT) to see if a conversation thread already exists for the given HubSpot Thread ID. This is crucial for maintaining context.IF1: If no existing thread is found in Airtable, a new thread is created in Airtable and then a new thread is initiated with OpenAI (OpenAi Create Thread).OpenAi Create Thread: Creates a new thread in OpenAI, initiating the conversation with the HubSpot message content.OpenAI Run: Triggers an OpenAI Assistant run using the created thread and a predefined Assistant ID (asst_MA71Jq0SElVpdjmJa212CTFd).Get Run: Polls for the status of the OpenAI run.Completed, Action or Inprogress: A switch node to handle different run statuses.- If
requires_action: The Assistant needs to call a tool. This triggers a specific path for tool execution. - If
completed: The Assistant has finished its task. The response is fetched. - If
in_progressorqueued: The workflow waits usingWait1orWait2and re-checks the run status.
- If
Tool Execution Path (when requires_action):
Select Function: Determines which tool the OpenAI Assistant wants to call based on the function name.- HTTP Requests (
d9758207-56d4-4180-aac7-f0ebafab1064,54205ed2-7c96-44b6-9637-20830300310a): Executes the necessary API calls (e.g., tolistafirme.rofor data retrieval) based on the tool's requirements. - Code Nodes (
4d1ad478-a9a4-4e9f-9b06-e2a9b7b2b55c,862ab78d-0288-4c78-9e02-7ad4ff794a6d): Formats the output from the tool execution for submission back to OpenAI. - Submit Data Nodes (
f80a2cd8-6691-4186-909b-cfed95318014,e9d1d277-107d-403c-9911-5faa4ae75671): Submits the tool output back to OpenAI to continue the run. - Wait Nodes (
28e7637b-9a3b-49ba-b4c7-efd3f6cf0522,39cab0c4-1d7d-41cb-a88d-00acc8e79a24): Waits for the next step after tool submission.
Response Handling:
Get Last Message: Retrieves the final message from the OpenAI Assistant.respondHubspotMessage1: Sends the OpenAI Assistant's response back to the HubSpot chat thread.
Key Features
- Seamless integration of HubSpot chat with OpenAI Assistants.
- Automatic thread creation and context management in Airtable.
- Dynamic tool execution based on AI assistant requests.
- Real-time responses sent back to HubSpot chat.
- Flexible error handling for asynchronous operations.
How To Use
- Configure HubSpot Credentials: Connect your HubSpot account using an App Token.
- Configure OpenAI Credentials: Connect your OpenAI account with an API Key.
- Configure Airtable Credentials: Connect your Airtable account for conversation tracking.
- Set up Airtable Base and Table: Ensure you have an Airtable base named
Hubspot Conversations ChatGPTwith a tableConversationsthat includes fields forHubspot Thread IDandOpenAI Thread ID. - Define OpenAI Assistant ID: In the
OpenAI RunandOpenAI Run1nodes, replaceasst_MA71Jq0SElVpdjmJa212CTFdwith your actual OpenAI Assistant ID. - Adjust Wait Times: Modify the
Waitnodes (Wait,Wait1,Wait2,Wait3) to optimize polling intervals for OpenAI runs based on your needs. - Map Tool Arguments: Ensure the
srcparameter in thelistafirme.roAPI calls (nodesd9758207-56d4-4180-aac7-f0ebafab1064and54205ed2-7c96-44b6-9637-20830300310a) correctly extracts arguments from the OpenAI tool call. - Activate Workflow: Trigger the workflow by sending a message to your HubSpot chat.
Apps Used
Workflow JSON
{
"id": "0e2ca351-484d-434a-a99b-95e0e320bcdf",
"name": "Automate HubSpot Chat with OpenAI Assistants for Smarter Customer Service",
"nodes": 0,
"category": "AI & LLM",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 0e2ca351-484d...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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