SASales and service
Sales Agent
Keeps the pipeline honest: next steps, stale deals, and the follow-up written for you.
Builtest. 14 hrs a month back
$1,000Prebuilt · buy now
Sales and service · Prebuilt agent · buy now
Ticket Agent
Classifies every ticket, drafts the answer, and chases its own follow-ups. Tickets arrive unclassified, sit in one queue, and the follow-up depends on somebody remembering.
Agent facts
Ticket Agent
Sales and service · Prebuilt, runs inside HubSpot
- Reads
- Incoming tickets, the customer's record and history, your help articles
- May change
- Sets type, priority and owner, drafts or sends the reply you allow, follows up until it is closed
- Never
- Closes a ticket the customer has not confirmed, or promises a refund
- Approval
- Your service lead sets which replies go out on their own
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- Your HubSpot credits, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Tickets arrive unclassified, sit in one queue, and the follow-up depends on somebody remembering.
- The agent
- Classifies every ticket, drafts the answer, and chases its own follow-ups. It changes: sets type, priority and owner, drafts or sends the reply you allow, follows up until it is closed.
- A person approves
- Your service lead sets which replies go out on their own.
CustomerOrder arrived damaged, box was crushed. Need this sorted before Friday.
- Type: damaged delivery · Priority: highClassified
- Routed to dispatch, owner assignedDone
Ticket AgentThanks Dana, I am sorry about that. I have raised a replacement request and flagged your Friday deadline. Someone from dispatch will confirm by 9am.
- Replacement request raisedDone
- Follow-up at 9am if dispatch has not repliedScheduled
- No refund promisedBy design
$1,000 to set up.
Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
Your service lead sets which replies go out on their own.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
Not sure it fits?
Answer six quick questions and Kat will tell you whether this agent belongs in your cart.