Customer Feedback Tool

APineda
Member

Customer Service (Chat)

SOLVE

Does anyone know if hubspot sends them an email as well to maintain conversation with them when they close the chat?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customer Service (Chat)

SOLVE

Hi @APineda,

 

Not by default, no, except for an email chat transcript being sent for live chats. Any other follow-up would currently have to be designed by yourself, after captuing a visitor's email address in live chat or with a bot. This can be done with conversation-based workflows: You'd enroll conversations based on certain criteria (see the preview below). Once a conversation is enrolled, you can also send emails to the associated contacts:

 

karstenkoehler_0-1620359929111.png

 

Related: A new beta was launched just recently, regarding switching from live chat to email on the same thread.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Customer Service (Chat)

SOLVE

Hi @APineda,

 

Not by default, no, except for an email chat transcript being sent for live chats. Any other follow-up would currently have to be designed by yourself, after captuing a visitor's email address in live chat or with a bot. This can be done with conversation-based workflows: You'd enroll conversations based on certain criteria (see the preview below). Once a conversation is enrolled, you can also send emails to the associated contacts:

 

karstenkoehler_0-1620359929111.png

 

Related: A new beta was launched just recently, regarding switching from live chat to email on the same thread.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

natsumimori
Community Manager
Community Manager

Customer Service (Chat)

SOLVE

Hi @APineda ,

 

You can send the chat transcipt to your contacts when the chat ends. Please check out this knowledge base article: Chat with your website visitors- Email the chat transcipt