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Overview

Our HubSpot integration provides a unified solution for both ticketing and chat support. With minimal operational changes and a quick 1-hour setup time, your team can handle AI handoffs seamlessly through HubSpot’s familiar interface, whether it’s through tickets or live chat.
Your agents won’t need to learn new tools - they’ll see AI handoffs as regular tickets and chat conversations in their HubSpot workspace, maintaining your current support processes.

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Timeline

Setup Time

Complete integration in just 1 hour

Zero Downtime

No interruption to existing support operations

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Features

Unified Support

Seamless handoffs through both tickets and chat in one integration

Ticket Management

Automated ticket creation and management in HubSpot’s service hub

Live Chat

Real-time chat handoffs with full conversation history

Context Preservation

Complete conversation history and customer context in every handoff

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Integration Path

1

Enable Integration

  1. Go to Settings -> Ticketing -> HubSpot in your Open dashboard
  2. Click Connect with HubSpot
  3. Authorize with your HubSpot account
2

Configure HubSpot

Set up in HubSpot:
  • Enable Service Hub features
  • Configure ticket properties
  • Set up chat widget (if using)
  • Verify API access
The integration works with both HubSpot’s Service Hub and Chat features, allowing you to handle both ticket and chat handoffs through a single connection.

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How It Works

  1. AI-First Resolution: Our AI agent attempts to resolve customer inquiries based on your configured triggers and rules
  2. Smart Assessment: If the AI determines it cannot fully resolve the issue, it automatically initiates a handoff
  3. Unified Handoff: The conversation is transferred to your HubSpot agents through tickets or chat
  4. Context Transfer: All conversation history and context is preserved for your agents to continue seamlessly
Your agents will see these handoffs as regular tickets or chat conversations in their HubSpot workspace, maintaining your current operational workflow without any disruption.

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Use Cases

Smooth transition from AI to human agents through HubSpot tickets, maintaining full context and history.
Seamless handoff of live chat conversations to support teams with complete message history.
Automatic ticket creation from email inquiries with smart categorization and routing.
Automatic contact creation and updates in HubSpot’s CRM.

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Best Practices

Handoff Rules

Define clear criteria for AI-to-human transitions

Ticket Templates

Create consistent ticket formats for different channels

Priority Mapping

Set up smart priority assignment based on context

Team Routing

Configure proper team assignment rules
Need help setting up? Contact our support team for assistance!
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