[API] Assign a conversation to a user

Start with the why

Trying to automate some of the support work, it would be useful to have an LLM automatically assign the incoming email to the person most suitable for it (eg. support request → support lead, purchase orders → business lead, etc.).

Move to what

For that, we would need to have API to assign a conversation to a specific user. In docs (Update or restore threads) it seems like you can only open/close thread or delete it, but not assign it to a specific person. I tried below but it doesn’t work.

[Crosspost from this API forum topic]

Any update on this? Can someone from hubspot confirm that it is not possible?

This could be a dealbreaker in our choice to migrate from twilio to hubspot…

Hi Hubspot,

Any update on this? I too have a business case to set the owner of the thread via API.

This will help greatly as we have support agents having to assign conversations manually every morning, this is not how we should spend time.

This case is growing within the support organisation.

Please respond with some type of direction…

Regards,

100% needed feature. Why is the simple ability to assign a thread to a user or group missing?

Are there any updates from HubSpot as to when we can expect this feature?

This feature is very needed, especially in the context of the existing HubSpot logic for assigning threads coming from email channels. It assigns 'em to agents randomly, with no regard to their availability status. I’s actually antiuseful, so having endpoints to manage assignment via API is very much desirable.

Any update from Hubspot on this feature request? It seems like it would be easy to just expose the ‘assignTo’ to the patch request in the conversations api to allow developers to update/assign a conversation to a user to team.

Any update???

This would be ideal to have - be great if this could easily be added.

@CJonas @byronj @GRuebsamen @MarkGM @RGianesini @martyf

Their official/public Conversation API has been in BETA for over a year, and it does not support assigning a conversation to an agent. That’s why I reverse-engineered their private API and made a simple python library, which supports this feature: GitHub - Erol444/hubspot-api: Python library to interact with HubSpot's Private API · GitHub

Greetings, I am the HubSpot product manager of the Conversations API. I wanted to at least take the time to mark this ‘Idea’ as under consideration/being reviewed because we do think about this, and so that you know we are indeed listening. Some of the people who have upvoted this idea are people who have been with the Conversations API for a long time, made feature requests of it, and very understandably, wonder why the heck it is still in Public Beta.

Not that it was ever at risk of being deprecated or intentionally-under-maintained, but I can now publicly and confidently say we will bring the Conversations API to GA in 2024. The reason that we left it in Public Beta for so long, and why weren’t focused on the enhancement requests on the Conversations API, is that we were working on a bigger project around a use case that we’ve gotten a lot of feedback around - ‘creating threads.’ Under the hood, we’ve been preparing the Inbox to be more channel agnostic/consistent across channels/ ready for ecosystem channels. Will announce more about this soon.

Our product team’s general approach to conversation assignment is that we want to improve our own in-platform routing/assignment automation engine to cover the more complex routing requests that larger, more complex support teams have. This is part of the reason we haven’t jumped on an endpoint for you all to directly assign a conversation - there is a pretty complex interaction with HubSpot’s own assignment automation, and also with user permissions.

That said, I’d be curious to hear everyone here’s business/use case for why you are looking to assign convesrations directly. I’m sure different people will have different answers. Some of your solutions might be covered by some of our routing team’s own planned improvements, others might still be why you are understandably wanting to do it directly via API.

Some of you, I think, are trying to integrate your own chatbots into HubSpot. That might be an interesting use case for this upcoming ‘create your own messaging channel in the Inbox’ API that I am alluding to but not recruiting widely for yet, and yes, absolutely the main problem there is ‘how do I assign a conversation to my bot instead of a user in my HubSpot account.’ That’s something our own chatbots team is thinking about for our own approach here.

Anyway, at least wanted to acknowledge that we hear you on this feature request, and some of our own initial thoughts about how to approach it, even if we are not saying a solution is planned at this time.

Would love to hear from you!

Hi @EricHirsh ,

Thank you for the detailed post!

On the `why`, it’s so our own chatbot can assign the ticket to the best person by itself - eg. the support team person that’s currently online, or sales person with the most availability.

In general, it’s quite frustrating that web app UI provides (many) more features than the API, and the Conversation API isn’t the only part that’s lacking.

I would be curious to know more about the “chatbots team” - what’s upcoming, so we don’t end up spending weeks on making our own solution to end up being much worse than in-app chatbots.

Thanks, Erik

Hi guys, I have a very simple use case that I thought I could resolve with a custom code but it turns out that this is what it is. I use WhatsApp in a Sales Inbox to communicate with prospects for a determined campaign each month. Each month the type of offer changes, most of the contact owners changes but most of the contacts in the campaign are stil being offered the new opportunity. When they respond to the WhatsApp template, the conversation owner is the first contact owner assgined. And there is not a way to update the contact owner to the conversations owner in the UI. Nor in the API, nor in any other possible way but by hand. That means we have to manually change the conversation owner to the contact owner up until now. At least this ability to do it via API is in review :disappointed_face:

Hi everyone!
This idea’s status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

+1 for this