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Deploy the customer agent to workflows and rule-based chatbots

Last updated: March 18, 2026

Available with any of the following subscriptions, except where noted:

Deploy the customer agent to workflows and bots to control which conversations it manages by setting specific criteria for when it should be assigned.

For example, you can build a workflow to route conversations to the customer agent based on properties such as Customer tier or Issue type. This allows you to control when the agent responds to specific conversations and tailor experiences for different customers.

Deploy the customer agent to workflows and rule-based chatbots 

  1. In your HubSpot account, navigate to Service > Customer Agent.
  2. In the left sidebar menu, click Deployment > Workflows and bots.
  3. In the top right, click Assign, then select Workflow or Rule-based chatbot.
  4. In the dialog box:
    • To assign the customer agent to a prebuilt workflow or rule-based chatbot, select Create this [x].
    • To create a workflow or rule-based chatbot from scratch, click Create [x].
  5. You'll be redirected to the workflow or rule-based chatbot builder.

If you want the customer agent to handle all incoming conversations in a channel, learn more about deploying the customer agent to channels. For example, in high-volume support scenarios where most inquiries can be automated, you can route all conversations to the agent.
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