AI Workflow Automation
Product Updates

Interested in the new HubSpot automation Breeze AI Beta?

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

Here’s how I would build a simple ticket sentiment workflow.

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

  1. 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗮 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝘁𝗿𝗶𝗴𝗴𝗲𝗿:

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. 𝗚𝗿𝗮𝗯 𝗮𝗹𝗹 𝘁𝗵𝗲 𝗺𝗲𝘀𝘀𝗮𝗴𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻:

There’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. 𝗕𝗿𝗲𝗲𝘇𝗲 𝗔𝗜 𝗧𝗶𝗺𝗲!

I use a simple message ‘Given the following text, output a categorisation from the following “Positive”, “Negative”, “Neutral” or “Other” ’.

The “Other” 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. 𝗔𝗻 𝗶𝗻-𝗮𝗽𝗽 𝗻𝗼𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘁𝗼 𝗺𝘆𝘀𝗲𝗹𝗳 - always helpful for debugging.

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

  1. 𝗖𝗼𝗲𝗿𝗰𝗲 𝘁𝗵𝗲 𝗕𝗿𝗲𝗲𝘇𝗲 𝗔𝗜 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝗰𝗼𝗿𝗿𝗲𝗰𝘁 𝗱𝗿𝗼𝗽𝗱𝗼𝘄𝗻 𝗼𝗽𝘁𝗶𝗼𝗻𝘀:

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. 𝗨𝗽𝗱𝗮𝘁𝗲 𝗺𝘆 ”𝗔𝗜 𝗖𝗮𝘁𝗲𝗴𝗼𝗿𝘆” 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗼𝗻 𝘁𝗵𝗲 𝗮𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲𝗱 𝘁𝗶𝗰𝗸𝗲𝘁.

Easy peasy!

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