Using Hubspot to create an internal Quality Assurance process for service ticketsSOLVE
Feb 13, 2020 6:51 AM
I'm looking for a way to create a QA form or other, that can be customised and attached to a service ticket so that we can complete quality control and coaching for our customer service agents. Does anyone already do this, is it avaialble in hubspot, or posibly using a plugin/app integration?
Solved! Go to Solution.
Feb 14, 2020 4:02 PM
Could you add the fields, from your QA form, as Custom Properties in the Ticket?
Then you could create a new Ticket Stage so that your team could fill in the QA information before closing the Ticket.
A similar example that we're working on, for one of our clients, is a pop-up when a Ticket is resolved to categorise the Ticket for reporting purposes. Happy to share this when it's built (if you're interested).