Click through how a custom HubSpot agent compiles ticket history, open commitments, key contacts and account value the moment a ticket is escalated, then adds it to the ticket as a note and notifies the owner in Slack.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
Escalation Context Pack is a custom HubSpot agent (Agent Builder) that a ticket workflow runs on escalation with the Run agent action (beta). It compiles ticket history, open commitments, key contacts and account value into a note on the ticket, and the workflow sends the owner a Slack notification.
Escalated tickets lose time while teams search for history and commitments, and promises made in email get missed.
The custom agent in Agent Builder (JayOh build), the escalation workflow with a Slack notification, and a context pack template.
A short note added to an escalated ticket with its history, open commitments, key contacts, account value and renewal date.
It reads emails and notes logged in HubSpot for promises like dates or fixes, and lists any that aren't marked done.
It shouldn't. JayOh scopes what the agent reads in its instructions (the ticket and its associated records), excludes payment details and contract terms, and tests the scope before launch.
Within a minute or two of the escalation, usually before the owner opens the ticket.
We build the trigger and pack template in two weeks and measure time to resolution before and after.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
