HubSpot Ticket Triage Agent with Codex

The work is retrieval and classification in a fixed order: open the whole record, search for the same requester, search for the same symptom across thirty days, then set properties and write under 120 words. Codex gets through well scoped sequences of API calls quickly, which is what a queue that spikes on Monday morning actually needs.
Loading preview…
Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
P

Pieter Coetzee

No payout has reached our bank since the account migration on Monday

EmailSupport Pipeline, email inbox

NoteWe were migrated to the new merchant account on Monday and nothing has settled to our bank since. Your dashboard shows three settlement runs as complete, references SR-88412, SR-88530 and SR-88604, and our bank has received none of them. We pay 46 drivers on Friday and the chat widget quoted 48 hours for a reply. Our account manager is on leave until the 19th.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect HubSpot

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Triage rules

    How tickets get sorted here - your categories, the priority each one earns, which pipeline or teammate owns it, the exact properties the agent may set with the values it may use, and where a ticket goes when it fits none of them. Nothing outside this is a judgement the agent gets to make.

  4. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  5. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

The symptom search is not optional

One search covers the requester and one covers the symptom, both finished before the note exists. Dropping the second is how a problem four customers are filing gets handled four separate times.

Ids quoted, not summarised

The note carries the ticket ids the searches returned so a rep can open them. Moving identifiers around accurately is unglamorous and exactly where this harness is dependable.

Good to know

Before you fork

What does the note look like when both searches come back empty?

It says first report and moves on, which is information rather than a gap. Thin Report is the staged ticket for the harder version, where the description is two lines and the searches find nothing, and a correct run still produces a category, a priority and the two questions a rep should ask first.

Other editions

Run it with a different agent

claude-codeClaude CodeopencodeopenclawhermesMore Codex agents

Make it yours

Put HubSpot Ticket Triage Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.