Quick tipHow toService HubMarketing Hub

Hand a bot conversation to a person, or to the bot when nobody's around

The bot checks who's available before handing off.

Subscription
Chatbots on all tiers; some actions need paid tiers
Permissions
Chatflow access
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: Send to team member hands the conversation to an available user or team, and respects the bot's operating hours. Before the conversation starts, the bot checks whether selected users are available. It needs Account access permissions. Professional and Enterprise accounts can also use Send to customer agent.

1. Chatflows

Chatflows in my demo portal.

Chatflows page with Web Chat, Mobile Chat and Facebook Messenger tabs and Create chatflow button
Chat channels (1) and Create chatflow (2).

2. Availability

See chat availability.

3. Related

Customer agent.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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