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Interested in the new HubSpot automation Breeze AI Beta?

Jack Tolley
Interested in the new HubSpot automation Breeze AI Beta?

Hereโ€™s how I would build a simple ticket sentiment workflow.

End-to-end HubSpot ticket sentiment workflow using Breeze AI steps

  1. ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ ๐—ฐ๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐˜๐—ฟ๐—ถ๐—ด๐—ด๐—ฒ๐—ฟ:

Here I have manual enrollment set up, but you could automatically enroll new conversations or updated ones.

HubSpot workflow conversation trigger configured for manual enrollment

  1. ๐—š๐—ฟ๐—ฎ๐—ฏ ๐—ฎ๐—น๐—น ๐˜๐—ต๐—ฒ ๐—บ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ฒ๐˜€ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐˜๐—ถ๐—ผ๐—ป:

Thereโ€™s no easy way to do this in workflows, but a custom code action suffices nicely.

Custom code workflow action collecting all messages from a conversation

  1. ๐—•๐—ฟ๐—ฒ๐—ฒ๐˜‡๐—ฒ ๐—”๐—œ ๐—ง๐—ถ๐—บ๐—ฒ!

I use a simple message โ€˜Given the following text, output a categorisation from the following โ€œPositiveโ€, โ€œNegativeโ€, โ€œNeutralโ€ or โ€œOtherโ€ โ€™.

The โ€œOtherโ€ is our catch all, which will improve the accuracy of the other labels.

Breeze AI workflow action prompting for Positive, Negative, Neutral or Other sentiment

  1. ๐—”๐—ป ๐—ถ๐—ป-๐—ฎ๐—ฝ๐—ฝ ๐—ป๐—ผ๐˜๐—ถ๐—ณ๐—ถ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐˜๐—ผ ๐—บ๐˜†๐˜€๐—ฒ๐—น๐—ณ - always helpful for debugging.

Workflow step sending an in-app notification with the Breeze AI sentiment result

  1. ๐—–๐—ผ๐—ฒ๐—ฟ๐—ฐ๐—ฒ ๐˜๐—ต๐—ฒ ๐—•๐—ฟ๐—ฒ๐—ฒ๐˜‡๐—ฒ ๐—”๐—œ ๐—ฟ๐—ฒ๐˜€๐—ฝ๐—ผ๐—ป๐˜€๐—ฒ ๐—ถ๐—ป๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—ฟ๐—ฟ๐—ฒ๐—ฐ๐˜ ๐—ฑ๐—ฟ๐—ผ๐—ฝ๐—ฑ๐—ผ๐˜„๐—ป ๐—ผ๐—ฝ๐˜๐—ถ๐—ผ๐—ป๐˜€:

We all know free-form text is the devil (doubly so with AI), so formatting it correctly into a dropdown is a must.

Workflow logic coercing the Breeze AI text output into a matching dropdown value

  1. ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ ๐—บ๐˜† โ€๐—”๐—œ ๐—–๐—ฎ๐˜๐—ฒ๐—ด๐—ผ๐—ฟ๐˜†โ€ ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐˜† ๐—ผ๐—ป ๐˜๐—ต๐—ฒ ๐—ฎ๐˜€๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐˜๐—ฒ๐—ฑ ๐˜๐—ถ๐—ฐ๐—ธ๐—ฒ๐˜.

Easy peasy!

A decent ticket sentiment system that can be put together quickly. Iโ€™m looking forward to exploring more use cases for Breeze AI.