HubSpot Ticket Triage Agent with Hermes

Everything this agent decides comes out of your triage rules: the categories, the priority each earns, the owner or pipeline behind it, and the exact properties it may set with the exact values it may use. Hermes brings open-model reasoning to that judgement, and the whole test of it here is whether it stays inside a closed set when a ticket does not fit neatly.

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Free to start · guided setup

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.

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 Hermes

    Preselected for this page — connect your Hermes 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.

Why Hermes for this agent

A closed set of values

A priority your rules do not define cannot be written, and an unsure classification belongs in the note rather than the field. Those two sentences are most of the safety in this workflow.

Urgent means your definition

Slack hears about tickets your rules call urgent and nothing besides. A model deciding urgency from tone will page people over an angry Tuesday.

Before you fork

How would I notice an open model quietly widening what counts as urgent?

By reading the channel for a fortnight against what you wrote, since every urgent message has to name the detail that qualified it. Payouts Held is the staged ticket built around a genuine deadline, and an engine that also pages you for a pricing question has told you it is inventing urgency. That is a rules edit first and a model change second.

Run it with a different agent

Put HubSpot Ticket Triage Agent to work on Hermes

Free to start. Guided setup, a test run against staged conversations, and it's live.