hubspot/agent-cli-skills

ticket-resolution

Create, triage, advance, and close HubSpot support tickets — pipeline discovery, contact/company association, priority queues, bulk stage moves, resolution close-out.

Voir la source

Mode d’emploi

  1. Copiez la commande et examinez le paquet avant de l’installer dans votre environnement agent.
  2. Consultez le document original pour les outils, identifiants et environnements requis.
  3. Décrivez les entrées et le livrable souhaité ; comparez la sortie aux sources.
npx skills add https://github.com/hubspot/agent-cli-skills --skill ticket-resolution

Avant de commencer

  • L’installation n’inclut ni abonnement au modèle, ni quota API, ni accès aux fichiers.
  • Étoiles et installations reflètent l’activité, pas un test indépendant de qualité ou de sécurité.
Document Skill original

Rendu depuis le dépôt source en conservant titres, exemples, code, tableaux, liens et images.

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, dry-run/digest/confirm, and hubspot history recovery live there. hubspot <command> --help is authoritative. Tickets use the tickets object type (plural, e.g. tickets:45123).

1. Discover pipeline + stages (portal-specific, run every session)

Stage IDs differ in every portal — never hard-code them.

bash
hubspot pipelines list --type tickets --format table
hubspot pipelines stages --type tickets --pipeline <pipeline_id> --format table

The stage table prints each stage's ID and Label ("New", "Waiting on contact", "Closed", etc.). pipelines list/get also return each pipeline's full stages array in jsonl/json, so one call is enough to map a hs_pipeline_stage value to its label.

2. Verify enum option values for THIS portal

hs_ticket_priority, hs_ticket_category, and hs_resolution are all enumeration properties — option values are portal-configurable. List the allowed options directly with properties options-list (the old objects update … --property hs_resolution=__probe__ probe no longer works — updates are digest-gated now). properties get returns the same options array inline if you want values and labels together:

bash
# List the allowed option values for each enum
hubspot properties options-list --type tickets hs_ticket_priority | jq -r '.value'
hubspot properties options-list --type tickets hs_ticket_category | jq -r '.value'
hubspot properties options-list --type tickets hs_resolution      | jq -r '.value'
# each row: {"value":"ISSUE_FIXED","label":"Issue fixed","displayOrder":0,"hidden":false}

# Fallback — read values already in use on live records:
hubspot objects list --type tickets --limit 10 \
  --properties hs_ticket_priority,hs_ticket_category,hs_resolution

Do NOT assume HubSpot defaults — read the portal.

3. Create a ticket and associate it

subject is the only practically-required property. Skipping hs_pipeline/hs_pipeline_stage lands the ticket in the default pipeline's first stage.

bash
hubspot objects create --type tickets \
  --property subject="Login error on mobile app" \
  --property content="User reports 401 since v3.2 release." \
  --property hs_pipeline=<pipeline_id> \
  --property hs_pipeline_stage=<new_stage_id> \
  --property hs_ticket_priority=<value_from_step_2> \
  --property hs_ticket_category=<value_from_step_2>
# Capture the "id" from the output JSON.

hubspot associations create --from tickets:<ticket_id> --to contacts:<contact_id>
hubspot associations create --from tickets:<ticket_id> --to companies:<company_id>

Bulk intake from a JSONL queue (see bulk-operations/resources/json-patterns.md for reshape patterns):

bash
cat support_requests.jsonl \
| jq -c '{properties:{subject:.subject, content:.description,
    hs_pipeline:"<pipeline_id>", hs_pipeline_stage:"<new_stage_id>",
    hs_ticket_priority:"<priority>", hs_ticket_category:"<category>"}}' \
| hubspot objects create --type tickets

4. Triage queries

bash
# Open tickets by priority
hubspot objects search --type tickets \
  --filter "hs_pipeline_stage=<open_stage_id> AND hs_ticket_priority=HIGH" \
  --properties subject,hubspot_owner_id,createdate

# Unassigned
hubspot objects search --type tickets \
  --filter "!hubspot_owner_id AND hs_pipeline_stage=<open_stage_id>" \
  --properties subject,hs_ticket_priority,createdate

Filter by owner with hubspot_owner_id=<id> (find IDs via hubspot owners list --format table).

5. Advance tickets through stages (bulk update from search)

bash
hubspot objects search --type tickets \
  --filter "hs_ticket_category=BILLING_ISSUE AND hs_pipeline_stage=<new_stage_id>" \
| jq -c '{id, properties:{hs_pipeline_stage:"<waiting_stage_id>"}}' \
| hubspot objects update --type tickets --dry-run

objects update is irreversible, so re-pipe the same search with the --digest/--confirm lifted from the preview line — required at every row count, not just >100 (confirm = the row count for a batch). See the --digest/--confirm flow in bulk-operations/SKILL.md ("Safe destructive workflow"). Reassign in bulk works identically with {hubspot_owner_id:"<new>"}.

6. Log a resolution note

Activity creation lives in sales-execution/SKILL.md (notes/calls/meetings/tasks). After creating the note there, link it: hubspot associations create --from notes:<note_id> --to tickets:<ticket_id>.

7. Close the ticket

hs_resolution is an enumeration — pass an allowed option value from Step 2, not free text. HubSpot then computes hs_is_closed=true, closed_date, and time_to_close.

objects update is irreversible — dry-run first, then re-run with the digest and --confirm <ticket_id>:

bash
hubspot objects update --type tickets <ticket_id> \
  --property hs_pipeline_stage=<closed_stage_id> \
  --property hs_resolution=<allowed_resolution_value> --dry-run
hubspot objects update --type tickets <ticket_id> \
  --property hs_pipeline_stage=<closed_stage_id> \
  --property hs_resolution=<allowed_resolution_value> --digest <hash> --confirm <ticket_id>

Known limitations

  • Enum options: list them with hubspot properties options-list --type tickets <property> (fallback: read live records).
  • Chat/inbox: hubspot conversations reads inboxes, channels, threads, and messages — e.g. hubspot conversations threads list --inbox-id <id> --associated-ticket-id <ticket_id> pulls the chat thread behind a ticket. Run hubspot conversations --help for the full surface.

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