HubSpot Tickets to Knowledge Base Articles

flowchart TD
    A[Start] --> B[Load tickets from CSV]
    B --> C[Process each ticket]
    C --> D{Is ticket valid?}
    D -- Yes --> E[Fetch ticket details from HubSpot]
    D -- No --> C
    E --> F[Fetch associated emails]
    F --> G[Create ticket context]
    G --> H[Categorize ticket]
    H --> I{Category and question found?}
    I -- Yes --> J[Create or update answer]
    I -- No --> C
    J --> K[Add or update item in memory DB]
    K --> L{More tickets?}
    L -- Yes --> C
    L -- No --> M[Save updated database to JSON]
    M --> N[End]

Loading

Prerequisites

• Node.js (version 20 or higher recommended)
• HubSpot API access
• Anthropic API access

Dependencies

• @fast-csv/parse
• @hubspot/api-client
• @langchain/anthropic
• @langchain/core
• dotenv
• zod

Installation

Install NPM packages:

npm install --save langchain @langchain/core @langchain/anthropic @fast-csv/parse @hubspot/api-client zod dotenv

Create a .env file in the project root and add your Anthropic and HubSpot API keys:

ANTHROPIC_API_KEY=your_api_key
HUBSPOT_API_KEY=your_api_key

Usage

1. Export your HubSpot tickets to a CSV file and save it in the project directory. Use this guide to export tickets from HubSpot

2. Save the exported CSV file as tickets.csv in the project directory.

3. Run the main script to process tickets and generate the knowledge base:

   node index.mjs

4. Convert the generated JSON file to a CSV file:

   node json2csv.mjs

Main Components

• main.mjs: The entry point of the application, orchestrating the ticket processing workflow.
• utils.mjs: Utility functions for loading CSV files and saving JSON data.
• memdb.mjs: In-memory database for storing and managing knowledge base items.
• lc-utils.mjs: Language model utilities for categorizing tickets and generating answers.
• hs-utils.mjs: HubSpot API utilities for fetching ticket and email data.

Notes

• The project uses Claude 3.5 Sonnet (2024-06-20) for natural language processing tasks.
• Processed data is saved as a JSON file in the project directory.
• Make sure to handle the HubSpot API key securely and do not commit it to version control.