How to identify a contact in the chat?

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Colaborador Iniciante

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

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Colaborador Ocasional

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

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Moderador da HubSpot

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.

Isaac Takushi

HubSpot Developer Support
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Colaborador Ocasional

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

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Colaborador Ocasional

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 } ]);
 
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Moderador da HubSpot

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.

Isaac Takushi

HubSpot Developer Support
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Colaborador Ocasional

@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)

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Equipe de Produto da HubSpot

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

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Colaborador Iniciante

Hi @cdewey22 ,

Is there any news on this feature?

 

Thanks,

Yon

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Novo membro

Has there been any update on this?

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Equipe de Produto da HubSpot

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

 

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Colaborador Ocasional

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. 

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Colaborador Ocasional

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

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Equipe de Produto da HubSpot

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

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Colaborador Iniciante

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

 

Thanks!

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Colaborador Iniciante

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

 

Thanks!

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Equipe de Produto da HubSpot

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

 

Thank you!

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Colaborador Ocasional

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

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Equipe de Produto da HubSpot

@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!

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Colaborador Iniciante

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.

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Colaborador Iniciante

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

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Equipe de Produto da HubSpot

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!

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Colaborador Iniciante

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.

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Colaborador Iniciante

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

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Colaborador Frequente

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.