This workflow creates an intelligent conversational assistant integrated with HubSpot’s chat platform. It uses OpenAI’s Assistant API to receive, process, and respond to customer messages in real time. The workflow manages conversation threads, stores context in Airtable, and can execute specific business actions (like retrieving external data) before responding back to the HubSpot conversation — making your chatbot both context-aware and action-capable.
Features
- HubSpot Chat Integration – Automatically listens for new incoming messages from HubSpot conversations via webhook.
- AI Responses via OpenAI Assistant – Uses OpenAI’s Assistant (threads and runs) to process and generate responses with full conversational context.
- Context Management – Stores and retrieves conversation threads in Airtable to maintain conversation history across multiple interactions.
- Dynamic Action Execution – Supports function calls (tool calls) that allow the assistant to request and execute external data lookups (e.g., retrieving company data from external APIs) before completing a reply.
- Automated HubSpot Reply – Posts the assistant’s response back into the HubSpot conversation thread in real time.
- Error/Progress Handling – Monitors assistant run status, handles queued/in-progress states, and retries or routes execution accordingly.
- Extensible Architecture – Designed to allow adding new tools or data sources to expand what the assistant can do.
