Step 1
Connect to HubSpot.
Log in to ExactTempo: After signing up, log in and initiate the connection process.
Choose Your HubSpot Account: If you have multiple accounts, select your primary production account.
Review Permissions: HubSpot will display how ExactTempo interacts with your data. Confirm by clicking the Connect app button.
Step 2
Assign Properties for ExactTempo to Manage
Open the ExactTempo Properties Tab: You’ll be redirected here after connecting to HubSpot.
Click ‘Assign Property’: A panel will slide out, displaying available ticket properties.
Select Properties: Choose HubSpot’s standard properties like “Category” and “Priority” or search for custom properties.
Choose a Mode:
Recommend Mode: ExactTempo will suggest property values without making changes, allowing your team to review and decide. This mode is ideal for testing ExactTempo and guiding your human support reps.
Manage Mode: ExactTempo automatically sets the property values, saving time and boosting accuracy.
Pro Tip: Start with Recommend Mode to observe ExactTempo’s performance before switching to Manage Mode.
After Assigning the property, open that property's edit box and review the AI guidelines ExactTempo automatically generated for you. Start by reviewing and editing the high-level guidelines in the 'Purpose' text box below.
Finally, review and approve the guidelines ExactTempo automatically generated for each property's values, as shown below.
Step 3
Add ExactTempo’s App Card to Your Tickets
In your ticket view, click the “Customize record” link shown below.
Edit the Default view or create a new team-specific view.
Add the ExactTempo App Card: Search for and select the ExactTempo App card, then save changes.
That’s it! ExactTempo is now working as your support ticket classification agent.