# 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](https://docs.chatbees.ai/chatbees/web-app-references/sign-in-and-sign-out).
2. Click "Connectors". Select "HUBSPOT" and Follow the HubSpot process to install the app.

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FttTMZ4wm1sJ5864W4esI%2FScreenshot%202024-12-24%20at%2011.09.08%E2%80%AFAM.png?alt=media&#x26;token=7a893071-bdb5-4fa8-b8d2-531a2cd665e1" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2Fpsvpnu8uW9Lj3XyeL8LM%2FScreenshot%202024-12-24%20at%2011.09.27%E2%80%AFAM.png?alt=media&#x26;token=2157388c-e509-445a-a5a7-6f8abdf7a9eb" 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="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FP44lkL1wyfEZpE2p8N14%2FScreenshot%202024-12-24%20at%202.10.32%E2%80%AFPM.png?alt=media&#x26;token=d1087934-a9e3-4027-9016-c99e9b8cdb6a" 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="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FNxgx0qOjxZrxliiCcjMT%2F1%20click%20setting.png?alt=media&#x26;token=64cc5276-9282-4602-9642-b7cf95647eee" alt="" width="563"><figcaption></figcaption></figure>

2. Click "Connected Apps"

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2Feu33glHCwqdoyFKXek3a%2F2%20click%20Connected%20Apps.png?alt=media&#x26;token=03de3beb-e058-4a9b-b06f-c0400d761fc8" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FQldbqJpRWypwlctU9mms%2F3%20set%20up%20now.png?alt=media&#x26;token=33f1737e-745b-4616-9f44-1d7cfd849e0a" alt="" width="563"><figcaption></figcaption></figure>

4. Click "Add to tickets"

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FILchpxkLZ30p9KyQeSDX%2F4%20Add%20to%20tickets.png?alt=media&#x26;token=e8ed99c6-bcf5-4858-ac3b-93926d61c4a7" alt="" width="563"><figcaption></figcaption></figure>

5. Click "Default view"

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FuwkLsY3oIZczna3GoXhf%2F5%20Default%20view.png?alt=media&#x26;token=b55a1915-c0c1-48eb-ac23-252c660d454a" alt="" width="563"><figcaption></figcaption></figure>

6. Click "Add cards"

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2F59mtZytmRZVYw2W6wAGH%2F6%20add%20card.png?alt=media&#x26;token=8c625382-2cd7-4e50-b811-8bb0829190b5" alt="" width="563"><figcaption></figcaption></figure>

7. Find "ChatBees Ticket Bot"

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2Fb39QEnQvyMMJuDTRjlb4%2F7%20select%20chatbees%20ticket%20bot.png?alt=media&#x26;token=399b34f2-08db-4397-84be-141a3cfab94e" alt="" width="563"><figcaption></figcaption></figure>

8. Show "Notes" in your ticket activites.

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FvriaIKUghYIRVKpamgas%2F8%20activities%20notes.png?alt=media&#x26;token=bbf2f277-344f-4129-ac36-6ca7808a7898" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://3491884457-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBw3brbwJZtJpCaf7knY9%2Fuploads%2FRTqzCZo4HuZlfkIXNDJ5%2F9%20Ticket%20bot%20ready.png?alt=media&#x26;token=b7d27da3-8914-4538-a69b-92f0d966958e" alt="" width="563"><figcaption></figcaption></figure>
