# Hubspot

AI agents and copilot to streamline support.

eesel AI plugs directly into HubSpot, helping your team manage CRM inbox conversations and Service Hub tickets. Your agent can review incoming messages, assist with replies, and take actions such as updating tickets or adjusting priorities.

This allows your support team to resolve tickets faster while keeping everything inside HubSpot.

<figure><img src="/files/w2wprisBOr1M4pOUbkZT" alt=""><figcaption></figcaption></figure>

### &#x20;Training your AI with HubSpot

Your AI agent can use several types of HubSpot-related content to improve its responses.

#### Help Center

HubSpot knowledge bases can be crawled using our website crawler, if the help center is publicly accessible.

{% stepper %}
{% step %}

### Head to the integrations menu

<figure><img src="/files/c6Y67rUZnLBCCzyYWZ4i" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Select website

<figure><img src="/files/CnWWlebRp4U6NZkeu90j" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add your help center URL and exclusions (optional)

<figure><img src="/files/SGToOVmGNeFNymwO4aaY" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

If your help center is not publicly available, you can still train your AI using other methods:

* Use our [browser extension](https://chromewebstore.google.com/detail/eesel-ai-chatgpt-sidebar/ejhkkbilnpifailgngpkgmiofhioacjd?hl=en) to train on specific private pages (available during trials).
* Send us the details of your private or internal help center on a paid plan so we can crawl it for you.

If your help center is hosted on another platform, you can also use the crawler available in that platform's integration menu inside the eesel dashboard.

If you have any questions, contact <hi@eesel.app> or reach out through the in-app chat.

***

#### Message templates

HubSpot message templates can be added to eesel so your AI can reference them when responding to tickets.

You can add templates to the eesel dashboard:

* Directly through the instructions
* Through the Create a file tab

If you have a large number of templates to import, contact support via chat or email at <hi@eesel.app>.

Automatic indexing of message templates is currently in development.

***

#### Past tickets and conversations

Training on past HubSpot tickets and conversations is not currently available by default.

If this is important for your workflow, contact support once you're on a paid plan to discuss enabling ticket and conversation training.

***

### What eesel can do in HubSpot

First, you need to connect HubSpot. Simply:

{% stepper %}
{% step %}

### Open the integrations menu

<figure><img src="/files/c6Y67rUZnLBCCzyYWZ4i" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click Hubspot

<figure><img src="/files/DmuJasISMHRKU8D1BgKT" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Click connect Hubspot and allow authorisation

<figure><img src="/files/IKIV3NM833Hn1bt2psU6" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Test, enable a trigger and actions, and deploy

Follow the instructions below to enable the right triggers, actions, and instructions for your agent.
{% endstep %}
{% endstepper %}

Once connected, eesel can assist with several actions inside HubSpot tickets.&#x20;

First, you must head to the HubSpot configuration page. Click HubSpot on the left sidebar after it's connected.

Here you can add triggers and actions. Then, you can use the Instructions page to explain to the agent when and how to use these actions. Find more info about how to set those up [here](/getting-started/instructions-triggers-and-actions.md).

#### Triggers

Triggers determine when the AI agent runs.

Supported triggers include:

* Every customer message\
  The agent runs whenever a new customer message is received.
* @eesel mention\
  A support agent can mention eesel in an internal comment to request assistance on a ticket.

***

#### Actions

When triggered, the agent can perform actions directly inside HubSpot:

* Reply to customer
* Add internal comment
* Update ticket
* Change ticket priority

These actions allow the agent to assist your team while keeping the full workflow inside HubSpot.

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.eesel.ai/integrations/hubspot.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.