> For the complete documentation index, see [llms.txt](https://docs.chatbees.ai/chatbees/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.chatbees.ai/chatbees/ticket-ai-agent/installation.md).

# Installation

Just follow a few simple steps to add ChatBees AI Ticket Agent App to your HubSpot:

1. [Sign in to your ChatBees account](< https://app.chatbees.ai >). You can find the [detailed account types](/chatbees/web-app-references/sign-in-and-sign-out.md).
2. Click "Connectors". Select "HUBSPOT" and Follow the HubSpot process to install the app.

<figure><img src="/files/wjGhHnPLJD3DdsCJtGWy" alt="" width="563"><figcaption></figcaption></figure>

3. [Create a collection](/chatbees/web-app-references/manage-collections.md) in your ChatBees account. Choose a pipeline to ingest the historical tickets to build Knowledge Graphs.

<figure><img src="/files/Mdeu0haVfccLRi0SjcY5" alt="" width="563"><figcaption></figcaption></figure>

4. Ingest the knowledge from your data source, such as the trouble shooting guide, product information, etc.

<figure><img src="/files/S9EUj51EUR4zuJLBZwqr" alt="" width="563"><figcaption></figcaption></figure>

5. That is it. When a new ticket is created in the pipeline, ChatBees automatically analyzes the ticket, and generates a reference resolution. You can repeat step 3 and 4 to create a separate collection for another pipeline.

In HubSpot Tickets, "Notes" is the communication and documentation that help manage and track interactions related to a ticket. Notes are internal comments or observations added to a ticket by team members. They are typically used to record important details, updates, or instructions relevant to the ticket.&#x20;

ChatBees AI Ticket Agent App currently **requires 3 scopes: oauth, tickets and crm.objects.contacts.read. The crm.objects.contacts.read is required to get the Notes in a ticket.** ChatBees App will only access Notes in the tickets, and will not access any note if they are not associated with a ticket.

The App also **requests 3 optional scopes:**&#x20;

1. **sales-email-read**: required to access the emails associated with the ticket.
2. **forms**: required to access the form submission. HubSpot allows to automatically create a ticket when a form is submitted.
3. **collector.graphql\_query.execute**: required to ingest the private Knowledge Base articles in HubSpot.

You can create a HubSpot user with the appropriate scopes and OAuth via that user when connecting the HubSpot to ChatBees.

### Add Bot to take Action within Ticket

1. Click "Setting"

<figure><img src="/files/Y8Ob3TxsKSl4tCPkUcpr" alt="" width="563"><figcaption></figcaption></figure>

2. Click "Connected Apps"

<figure><img src="/files/UzvV1kdL7Ym2J5GQdL4A" alt="" width="563"><figcaption></figcaption></figure>

3. Click "Setup now" for "AI Ticket Agent" app

<figure><img src="/files/tNgTnODghBecNrfNTyIT" alt="" width="563"><figcaption></figcaption></figure>

4. Click "Add to tickets"

<figure><img src="/files/fxt3rGpQmCZYUmE2VR1u" alt="" width="563"><figcaption></figcaption></figure>

5. Click "Default view"

<figure><img src="/files/lj45xNTuSxaFIeGQwj0X" alt="" width="563"><figcaption></figcaption></figure>

6. Click "Add cards"

<figure><img src="/files/ftHhGcBok8jwqpwcjtEv" alt="" width="563"><figcaption></figcaption></figure>

7. Find "ChatBees Ticket Bot"

<figure><img src="/files/Ue1OQZcZmWfMT9ESuSnX" alt="" width="563"><figcaption></figcaption></figure>

8. Show "Notes" in your ticket activites.

<figure><img src="/files/pGnA3XvA3Au6pHqYn5IM" alt="" width="563"><figcaption></figcaption></figure>

9. Congratulations! Now you can take actions in Ticket.

<figure><img src="/files/e5izhNMsn3OM9InaWs4z" alt="" width="563"><figcaption></figcaption></figure>