Installation

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

1. Sign in to your ChatBees account. You can find the detailed account types.

2. Click "Connectors". Select "HUBSPOT" and Follow the HubSpot process to install the app.

1. Create a collection in your ChatBees account. Choose a pipeline to ingest the historical tickets to build Knowledge Graphs.

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

1. 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.

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:

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"

1. Click "Connected Apps"

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

1. Click "Add to tickets"

1. Click "Default view"

1. Click "Add cards"

1. Find "ChatBees Ticket Bot"

1. Show "Notes" in your ticket activites.

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