topic Re: How to document and provide a ticket solution to client in Tickets & Conversations

How to document and provide a ticket solution to client

MGallmeier — Wed, 13 Sep 2023 11:28:06 GMT

Dear Community,

I´d like to understand what is the best way to communicate and document a solution for a ticket.
We use the ticket-function from Hubspot, so customers can create support related tickets. "I.e. my desktopscreen is black, what should we do".

First I really miss, that I can´t communicate with my customers using the customer portal. Like a customer sends a message using the portal, I´d like to answer it and it should be visible in the ticket.

Second, i´m not getting how to provide a solution for a ticket in a proper way. For me it looks like, I have to send an emal providing the solution and then close the ticket manual.

Any thoughts and ideas?

Best Regards,

Markus

Re: How to document and provide a ticket solution to client

TomM2 — Wed, 13 Sep 2023 12:06:50 GMT

Hey @MGallmeier would the conversations inbox suit your needs? That would link a conversation to your ticket, so you can monitor all emails/communication and notes on the ticket record.

Re: How to document and provide a ticket solution to client

MGallmeier — Wed, 13 Sep 2023 12:19:19 GMT

hi Tom,
Thanks for your fast reply.
Correct me if I´m wrong, but the covnersations inbox will not be visible within the customer portal right?

Re: How to document and provide a ticket solution to client

TomM2 — Wed, 13 Sep 2023 14:52:18 GMT

I honestly haven't used the customer portal yet, but according to the knowledgebase article conversations communication should be shown in the customer portal, as long as they're associated to a ticket. https://knowledge.hubspot.com/inbox/set-up-a-customer-portal

Re: How to document and provide a ticket solution to client

BérangèreL — Thu, 14 Sep 2023 10:16:54 GMT

Hi @MGallmeier,

Thank you for reaching out to the Community! And thanks a lot for your help @TomM2 🙂

I'd like to invite Community Members to join in this conversation: @cristinas, @JeromeBourreau and @SFolan, do you have any ideas on how to help @MGallmeier, please?

I also wanted to invite a couple of other subject matter experts to this conversation @ChristinaKay, @louischausse and @StjepanGrcic, do you have any suggestions to help @MGallmeier with the customer portal, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a great day!

Best,
Bérangère

Re: How to document and provide a ticket solution to client

OAlterescu — Mon, 18 Sep 2023 14:28:30 GMT

follow-up question on this topic.
How i associate a ticket that was not open in the portal, i.e. manually by the support agent?
In the end i want the the customer to see everything in the portal.

Re: How to document and provide a ticket solution to client

Lucila-Andimol — Wed, 20 Sep 2023 16:16:42 GMT

Hey @MGallmeier hope you are doing great.

So this is an example of how a Customer portal looks like

you can see a list of the tickets, their status, and when you click a specific one

you get to see all the email/message exchange (from the inbox).

You can also setup a live chat/bot if you want to interact live

or put a chatbot with more info.

Hope this helps clarify how you can use it.

Re: How to document and provide a ticket solution to client

OAlterescu — Thu, 28 Sep 2023 10:34:32 GMT

From what i understood it will be shown in the portal only if I use a reply mode in the email, a new email will not be shown.
is that correct ?

Re: How to document and provide a ticket solution to client

BérangèreL — Fri, 29 Sep 2023 10:19:44 GMT

Hi @OAlterescu, I hope that you are well!

Thanks for reaching out to the Community!

You'd like to see the reply to the email in the portal, is that right?

I'd like to share the solution from @Lucila-Andimol on that post "Following conversation on customer portal" that might help you!

I'd like to invite a couple of subject matter experts to this conversation @Shadab_Khan, @FCorbaci and @Lucila-Andimol, do you have suggestions to share with @OAlterescu, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a lovely day!

Best,
Bérangère