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Using Hubspot to create an internal Quality Assurance process for service tickets
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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?
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).
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).
