How to Connect CXassist with Slack, HubSpot, Stripe & Shopify
Step-by-step guide to setting up integrations on the Pro plan. Get alerts, sync contacts, and add revenue context to your AI replies.
CXassist Pro connects with the tools your team already uses. Here's how to set up each integration in under 5 minutes.
Slack — Get notified instantly
Connect Slack to receive real-time notifications when CXassist drafts or sends a reply, escalates to a human, or encounters an email it can't handle.
- Go to Settings → Integrations in your CXassist dashboard
- Click Connect Slack and authorize the workspace
- Choose a channel (e.g., #email-notifications)
- Select notification triggers: new reply, escalation, or error
HubSpot — Sync contacts and deals
When CXassist replies to an email, it can automatically check if the sender is a HubSpot contact and include deal context in the AI's response.
- Go to Settings → Integrations → HubSpot
- Authorize your HubSpot account
- Enable "Include contact context" — the AI will reference deal stage, company name, and past interactions
- Optional: Auto-log CXassist replies as activities in HubSpot
Stripe — Add payment context
When a customer emails about a billing issue, CXassist can look up their Stripe payment history and include relevant details in the draft.
- Go to Settings → Integrations → Stripe
- Enter your Stripe API key (read-only)
- Enable "Include payment context" — the AI will reference subscription status, last payment, and invoice details
Shopify — Order context in replies
For e-commerce teams, CXassist can pull order details from Shopify and include them in customer replies.
- Go to Settings → Integrations → Shopify
- Install the CXassist app from the Shopify App Store
- Enable "Include order context" — the AI will reference order status, tracking numbers, and return eligibility
Pro tip: Combine integrations
The real magic happens when you combine them. Imagine a customer emails about a refund: CXassist checks their Stripe payment history, pulls the Shopify order details, drafts a reply with all the context, and sends a Slack notification to your team. All in under 10 seconds.