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.
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.
If your help center is not publicly available, you can still train your AI using other methods:
Use our browser extension 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 [email protected] 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 [email protected].
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:
Once connected, eesel can assist with several actions inside HubSpot tickets.
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.
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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