HubSpot

AI agents and copilot to streamline support

eesel AI instantly plugs into your HubSpot, handles CRM inbox conversations and Service Hub tickets - automatically changing priority and taking actions for your agents.

Training your AI with HubSpot

Help Center

HubSpot knowledge bases can be crawled using our website crawler, if publicly available. If it's not publicly available, you can:

  • Use our browser extension to train on specific private pages, on a trial.

  • Send over the details of your private/internal help site on a paid plan to be crawled.

If your help center is on another platform, please use the help center crawler for that platform's integration menu in the dash. For any questions, reach out to [email protected] or via the in app messaging.

Create a HubSpot AI Agent

eesel can automate your frontline support as an AI agent inside HubSpot Service Hub. You can have it leave internal notes, automatically reply, and triage tickets. Once your AI has been trained and customized, it's time to link your HubSpot domain to your AI bot via the integrations menu.

Once you have connected it, make sure you select which inboxes and emails you want your eesel AI Agent to be triggered for. You can find this selection in the HubSpot menu on the left sidebar > AI Agents.

You can also have eesel AI respond automatically or leave notes for your CRM inbox -> simply select that email inbox that is connected to your CRM inbox in the AI Agent tab.

Create a HubSpot AI Copilot

Check out our setup guide for using AI Copilot in your HubSpot. eesel AI can act as an AI copilot for your HubSpot by using our browser extension.

You can use the browser extension to select the bot you want to use for its answer, and then draft a response and chat with the bot to edit before you paste is as a reply.

HubSpot Actions

Once you've trained the bot and integrated it with HubSpot, it's important to customize it and add actions so that you can get the most out of your AI and automate manual tasks. The following are HubSpot specific actions. You can use them in combination with other actions on different platforms as well (for example, automatically create a Jira issue if a conversation mentions a bug).

Change Ticket Priority

hubspot_change_ticket_priority

  • Purpose: Use this action to change the priority of a ticket in HubSpot. Simply describe when you want the ticket priority changed, and the AI will handle this.

  • Key Params: priority, ticket_id

  • When/How to Use: Use when a customer’s issue needs escalation or de-escalation based on urgency. Valid priority values are “LOW”, “MEDIUM”, “HIGH”, or “URGENT”. You must collect the ticket ID and determine the appropriate priority level based on the issue severity.

  • Example Prompt Instruction:

    If a customer reports a critical issue that affects their business operations or mentions urgency, offer to escalate their ticket priority. If they agree, collect the ticket ID and set the priority to “HIGH” or “URGENT” depending on the severity. For routine inquiries, you can suggest lowering priority to “LOW” or “MEDIUM”.

Add Note to Ticket

hubspot_add_note_to_ticket

  • Purpose: Adds an internal note to a HubSpot ticket that’s only visible to agents

  • Key Params: ticket_id, note

  • When/How to Use: Use for internal documentation, tracking investigation steps, or leaving notes for other agents. These notes are not visible to customers and help maintain context for future interactions.

  • Example Prompt Instruction:

When you need to document internal information about a customer’s case, investigation steps taken, or leave instructions for other agents, use this tool to add internal notes. Always collect the ticket ID and write clear, informative notes that will help other agents understand the context.

Update ticket

hubspot_update_ticket

  • Purpose: Updates a HubSpot ticket’s title and description

  • Key Params: title, description, ticket_id

  • When/How to Use: Use when you need to modify ticket information to better reflect the customer’s issue or add clarification. Particularly useful when the original ticket title/description is unclear or incomplete.

  • Example Prompt Instruction:

    If a customer provides additional context about their issue or if the original ticket description is unclear, offer to update the ticket with more accurate information. Collect the ticket ID and ask for the updated title and description that better represents their issue.

Add comment to ticket

hubspot_add_comment_to_ticket

  • Purpose: Adds a public comment to a HubSpot ticket that customers can see

  • Key Params: ticket_id, comment

  • When/How to Use: Use to communicate directly with customers through the ticket system, provide updates, ask for additional information, or respond to their queries within the ticket thread.

  • Example Prompt Instruction:

When you need to communicate with a customer through their ticket or provide an update on their case, use this tool to add a comment. The customer will be able to see this comment. Collect the ticket ID and write a professional, helpful comment addressing their needs or providing the requested information.

FAQ

Can I change the ID the bot uses to respond?

Yes, you can add an ID in the field at the bottom of the AI Agents page in the eesel dashboard for HubSpot.

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