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With the 'NEW! AI Agents' function action, you can instantly enroll contacts into an active AI Agent, enhancing lead nurturing, customer support, and sales follow-ups - without manual intervention.
You can also enroll contacts into a Salesmsg Campaign or Power Dialer Campaign, and remove contacts from an AI Agent, from the same workflows.
How it Works in HubSpot Workflows
By adding this action to your HubSpot workflow automations, you can:
Automatically trigger text conversations at key points in the customer journey.
Enroll leads, customers, or support inquiries into the right AI Agent based on workflow conditions.
Streamline engagement by leveraging AI-powered responses and automation.
This integration brings text messaging automation directly into your HubSpot workflows, enabling seamless communication that is personalized and timely.
Steps
Login to HubSpot: Log in as an existing user to your HubSpot account.
Navigate to HubSpot Workflows: Go to the Workflows page within HubSpot.
Create a New Workflow: Start a new workflow or edit an existing one.
Add the Salesmsg SMS Texting & Calling âNEW! AI Agentsâ Action:
In the workflow editor, click Add Action.
Under the Salesmsg section, select the âNEW! AI Agentsâ action.
Fill in Required Fields:
Select the Phone Number Property (which contact number will be used for the AI Agent).
Choose the AI Agent (the agent to be used, which should already be active and set up).
Optional: select Check AI Agent enrollment criteria before enrolling contacts so only contacts that meet the agent's enrollment criteria are enrolled.
Save and Activate: Once the action is configured, click Save and activate the workflow.
Using the Active AI Agent will help you Automate customer interactions and reduce manual tasks, freeing up your team to focus on high-priority activities.
Customize responses using AI to ensure the customer experience feels personalized and relevant. And effortlessly scale your customer engagement by using AI Agents to manage large volumes of inquiries, leads, and support requests.
Enroll Contacts into a Campaign
Use the NEW! Campaign action to enroll contacts into a Salesmsg Campaign without leaving HubSpot.
In your HubSpot workflow, click Add Action and select the Salesmsg NEW! Campaign action.
Choose the Salesmsg Campaign. The campaign must be Active.
Select the phone number property from the contact record.
Optional: select the enrollment criteria checkbox so only contacts that meet the campaign's enrollment criteria are enrolled.
Click Save and turn on the workflow.
Enroll Contacts into a Power Dialer Campaign
Use the NEW! Power Dialer Campaigns action to add contacts to a Salesmsg Power Dialer Campaign. It has the same fields as the Campaign action: choose the Power Dialer Campaign, select the phone number property, and optionally check the enrollment criteria first.
If the Power Dialer Campaign has already finished, adding contacts moves it back to Paused.
Remove Contacts from an AI Agent
Use the NEW! Remove from AI Agent action to stop AI Agent conversations with the contacts in a workflow, for example when a deal closes.
In your HubSpot workflow, click Add Action and select the Salesmsg NEW! Remove from AI Agent action.
Choose All Agents, or choose Specific Agent and select the agents to remove the contacts from.
Click Save and turn on the workflow.
What to expect
You can use these actions in contact-based workflows and in company, deal, ticket, quote, conversation and feedback submission workflows. In a workflow that isn't contact-based, the record's associated contacts are enrolled.
Contacts without a valid phone number in the selected property are skipped.
Troubleshooting
My workflow is enrolling contacts into my AI Agent, but the agent isn't working any of them.
Check that the phone number field in the action points to the HubSpot property that stores the number you text (or want to text) for your contacts.
Check that this property holds a valid phone number that can receive texts. You can turn on PhoneCheckr to validate numbers before you send.
Some HubSpot fields are missing from the Salesmsg x HubSpot property mapping dropdown.
You can only map a Salesmsg property to a HubSpot property of a matching data type (for example, a date field to a date property). Check that the two field types match.
Contacting support
For faster help with an enrollment or property mapping issue, include full-screen screenshots of:
The HubSpot contact record of the most recent failed example, showing the phone number field you target, the page URL and the date and time on your computer.
The workflow's enrollment history with the test contact searched by email, showing the time-stamped events, the page URL and the date and time on your computer.
The name of the AI Agent you are enrolling the contact into.
Frequently Asked Questions
Can I use this action with multiple AI Agents?
Yes, you can configure different workflows with different agents based on the contacts' needs, or stage in the journey.
Is the âNEW! AI Agentsâ action available on all HubSpot plans?
Check the availability of this feature based on your HubSpot subscription plan. Some actions may require additional integrations or permissions.
Can I enroll contacts into any Salesmsg Campaign?
Only campaigns in Active status can be used.
What happens if I turn on the enrollment criteria check?
Only contacts that meet the enrollment criteria set in Salesmsg are enrolled.
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