This project provides a comprehensive demonstration of the ChatBees Chatbot integrated with HubSpot.
Before you can utilize this project, there are a few prerequisites that need to be met.
- An active ChatBees account is required.
- A collection with relevant data sources should be added.
- An API key is needed for secure access to the collection.
- An active HubSpot account is required.
- The HubSpot CLI should be installed.
npm install -g @hubspot/cli- A Sales Hub or Service Hub Enterprise subscription.
Currently, HubSpot UI Extention is in beta. You need to explicitly join beta product.
- Go to Product Updates page.
- Click "In beta", input "crm development" in the search bar, and click "Join Beta" of "CRM development tools to build UI extensio..."
If you don't have Enterprise subscription, you can create a developer test account to try it. Follow below steps:
- Go to HubSpot Developers, and click "Create a developer account".
- Click "Create App Developer account", and follow the steps.
- Follow the steps above to Join Beta for UI Extention.
hs initEnter the secret after each command below when prompted:
hs secrets add CHATBEES_AID
hs secrets add CHATBEES_COLLECTION_NAME
hs secrets add CHATBEES_API_KEY
hs secrets add CHATBEES_MAX_REFS # optional, defaults to 3
hs secrets list # list all secretshs project uploadYou can now customize the right sidebars of the Contacts and Tickets sections in HubSpot to include a ChatBees card.
The HubSpot CLI allows you to run this project locally for quick testing and iteration. To get started, create a .env
file under src/app/app.functions with all the secrets.
CHATBEES_AID=YOUR_CHATBEES_ACCOUNT_CODE
CHATBEES_COLLECTION_NAME=THE_COLLECTION_NAME
CHATBEES_API_KEY=YOUR_API_KEYThen execute the following HubSpot CLI command in your project directory and follow the prompts:
hs project dev