Hubspot

🚀 How to Set Up a Gateway to HubSpot in Aissist

Connecting Aissist to your HubSpot account is simple and fast! Here's how:

Create the Gateway

• In your Aissist console, go to Deploy->Gateways from the left-hand panel.

• Click "Add Gateway."

• Select HubSpot from the list of platforms.

• Follow the on-screen instructions to complete the setup.

🧠 Auto-Pilot vs. Auto-Draft

When setting up your Gateway, you can choose how Aissist should operate:

• Auto-Pilot: Aissist automatically drafts and sends replies.

• Auto-Draft: Aissist drafts replies for your human agents to review, edit, and send.

👉 Learn more about Auto-Pilot, Auto-Draft, and Co-Pilot modes here.

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🤖 How Aissist Works in HubSpot

Once integrated, Aissist acts much like a human team member — helping you handle conversations smarter and faster.

✉️ Auto-Response

Aissist generates contextually relevant and accurate replies based on your available information and knowledge base.

🏷️ Create Tags

Aissist automatically generates tags based on conversation content, making it easier to categorize, track, and manage your engagements.

📄 Summary and Streamline with Human Agents

Aissist summarizes conversations by highlighting key points, next steps, and any unresolved questions. It can also detect when human help is needed and escalate conversations automatically — ensuring no important leads or issues are missed.