How to identify a contact in the chat?

[#1]

Hi Camicase,

I don't recommend you use hubspot then. We have been waiting for this to be fixed for months now. With no real update. If you use case is as you describe you can't use Hubspot as it does not work. 

Cheers,

Jonathan

[#2]

Hey Jonathan, thanks a lot for your message, any ideas on how to move forward? I'm currently trying tawk.to and have managed to get some stuff working but it just chat, what about using the js api for HubSpot to handle page events and sales process and a third party chat? or would be better to look for something like FreshSales

[#3 · Accepted solution]

Hi, all (especially @sp3, @finn, and @camicase82).

Apologies for the delayed response.

We hear you and recognize how critical it is to reliably identify visitors in chats.

@cdewey22 and her team still view this feature as a priority and are aiming to release some functionality in beta in the next handful of weeks. Please stay tuned to this thread and the platform changelog for updates.

In the meantime, the admittedly imperfect workaround I've outlined above is the next best approach.

[#4]

Thanks a lot for your response, in the meantime I think we'll be using Tawk for the chat part, and HubSpot to manage sales process

[#5]

I'm having the same here.

var _hsq = (window._hsq = window._hsq || []);
        _hsq.push(["identify",
          {
             email: this.$store.getters.user.email,
             external_account_id: this.$store.getters.user.account.id,
             external_contact_id: this.$store.getters.user.id,
             firstname: this.$store.getters.user.first_name,
             lastname: this.$store.getters.user.last_name,
             phone: this.$store.getters.user.phone
          }
        ]);

[#6]

Hi, @mercadoradar.

Thanks for sharing your script.

Are you triggering trackPageView, and HubSpotConversations.widget.refresh() after all of that?

Per the current solutions, this method will not work 100% of the time (some visitors will still show up as "Unknown Visitors," but it should work a good portion of the time if implemented as documented here.

[#7]

@IsaacTakushi, 

Solution suggested by @mercadoradar has 2 problems:

1. It creates customer in HubSpot (which is not always wanted)

2. As you mentioned - it doesn't work 100% times (and I could say, that for us it works only for 10% cases... I don't know why)

[#8 · Accepted solution]

Hi all- As @IsaacTakushi mentioned this is something my team is working on right now and is a top priority for my team to deliver this functionality to you all. 

I would love some help with the naming of this feature. If you could complete this very short survey that would help us to determine a name that works best for this functionality. Thanks so much in advance for your help with this! 

Survey link: https://www.research.net/r/SMD7N6H

[#9]

Hi @cdewey22 ,

Is there any news on this feature?

Thanks,

Yon

[#10]

Has there been any update on this?

[#11]

We are very close to finishing development! We are working on getting feedback on our API documentation now from a handful of customers and shooting to have the public beta at the end of this month/beginning of July.  As soon as I have more details, I will post a form here to get everyone interested in the beta release! 

Thank you, 

Cassie

[#12]

Commenting here to get updates on this feature. It's a beautiful feature that we'd like to implement as soon as it's done. 

[#13]

Commenting here to get updates on this feature. We have been suffering in our CS department because of unknown visitors. Please update asap.

[#14]

Hi all- I am going to include our beta form here so you can submit your information for beta access. We will reach out with the next steps once we are closer to the public beta in the next few weeks!

Thank you, 

Cassie

[#15]

Could you give me access to the form? vitorhpereira@gmail.com

Thanks!

[#16]

Could you give me access to the form? yon@ipos.mx

Thanks!

[#17]

sorry about that! We just updated the permission, if you try again you should be able to access it. 

Thank you!

[#18]

Hey in the form.. do we need to enter details of a specific customer? also what is hubID.. is it the contact id?

[#19]

@prafful54 sorry that is your portal number. You can find that in the URL. If you can't find it you can leave it blank and we can find it on our end. I will update the form to be a bit more clear. 

Thanks!

[#20]

We just implemented live chat on our site and want to make sure we identify the people using the live chat.   Please send me the beta

I tried the widget refresh code and it does not work.

[#21]

Any updates on the beta? I signed up but havent heard anything back yet.

[#22]

Hi @gugahoi! The beta is still very small and will be opening up over the coming weeks. We expect to reach out to those who submitted the form at some point in July, so look for an email from us then!

As a note: This API will be available to Pro+ subscriptions across all Hubs (Service, Marketing, Sales, CMS). 

Please let me know if there are any other questions!

[#23]

Why is this limited to Pro+ only subscriptions?    This seems more like a bug fix than a feature to me as a consumer of the product.   I have embedded live chat on my site but cannot track who that person is when they reach out even if I know who they are.

[#24]

I think so too, this is a bug fix, why do I need a Pro subscription

[#25]

The API to identify a visitor already exists (https://developers.hubspot.com/docs/api/events/tracking-code), but it dont work as expected with chat.

I'm not sure to understand why this bug will be fixed only for Pro+ subcriptions.

[#26]

My company is testing out Hubspot. We want to use live chat in our company intranet. This would be a valuable feature for us!

I don't think we have the Pro+ plan.

[#27]

Is there any progress?

[#28]

Shouldn't the "Identify" method just update both cookies and identify the user across all services? As a dev you would expect to call "Identify" and for hubspot to stitch all the data associated with that session to the user in question, rather than having to do one thing for analytics and one thing for the chat.

[#29]

This request has been pending for 2 years and still no solution. This platform is almost useless to request anything.