Customer Success & Service

Top Resources for Customer Success & Service

    • Hello! I want to disable the sound that plays when I reply to a chat message. I still want all the other sounds for notifications, but this sound is not a notification; it just plays when I send a message. And it's annoying! ...read more
    • Hello, A client is having an issue inside help desk where they are unable to create an internal comment when there is no conversation history associated to the ticket. For example, a support team member recieves a call and creates a ticket in Help Desk for a new order. They want to create an internal note to communicate order details to someone in accounts to generate the order post-call. However, even with a contact associated to the new ti ...read more
    • Would love some help with our chat not evenly distributing to team members. We recently switched from Intercom and with Hubspot chat it seems to like to settle on one person as the main one to get chats throughout the day rather then round-robining out to all the available reps. We would like to set it, ideally, so that the person who has been waiting longest in available is the next one the chat is assigned to. The same as with a phone queue fo ...read more
    • Hi all TL;DR -------- Receive an email that contains a json file into a HubSpot inbox and have HubSpot parse the json, strip out the context and customer account, and then create subsequent help desk ticket? -------- We are looking to use HS help desk as a ticketing system to run triage on alerts that are being sent from an external cloud platform that monitors systems availability and functionality for a number of customers. ...read more
    • Hello, I'm trying to add an AI Chatbot as shows in this video: https://www.youtube.com/watch?v=y12uwgcXDyE However, I can't see "AI Chatbot" under the Automation menu. Is it limited to paid plans? In the video, it seems as an option for the free plan. Thank you for the help Daniel ...read more

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Solved
RDesmarais on December 03, 2024
I am also curious to know if HubSpot allows us to produce a personalized certificate of completion for our customers upon the completion of a course or some other condition that we define? That is, can we produce a certificate template in HubSpo read more
0 upvote
1 Reply
Hall of Famer | Partner
December 03, 2024
Hi @RDesmarais , No, this is not a HubSpot feature. You would have to look into third-party tools that meet your requirements, and check if th...read more
MSaurat on December 03, 2024
I'm trying to send a whatsapp template from a conversation base workflow. Which would make sense right, new whatsapp message coming in, send template. However in the Communications panel there's no "Send whatsapp message" option it's only slack or read more
Contributor
December 03, 2024
Hey Gaurav, seems like the video you sent me shows a deprecate version of workflows. It's either based on event occured, criteria or schedule. Ther...read more
Bayanitani89 on December 03, 2024
Hello, I read a lot about customizing your knowledge base to include your company logo, header, footer, etc. However, am not able to add the company's icon/logo to the browser itself so it appears [photo as a sample of how Hubspot's logo app read more
0 upvote
4 Replies
Member
December 03, 2024
Hello again, We are currently on a pro subscription. I just emailed the support and I hope it can be sorted from their end. Thank you for taking t...read more
Solved
Nisse_ on December 02, 2024
Hi, Currently testing with overwriting some basic css, in this example the search box used in the new knowledge base. In the example I'm trying to overwrite the . hs-kb-search-input-wrapper. I added a stylesheet with the class, but it do read more
0 upvote
2 Replies
Thought Leader | Platinum Partner
December 03, 2024
Hey @Nisse_ I don't believe the KB supports css customisations right now, so attaching the stylesheet to the domain likely won't load your styleshe...read more
norismat on December 02, 2024
Hi, this is a feedback post. Using Helpdesk, there is a beahviour really hampering usability. When a ticket contains multiple conversations, the way this is represented in Helpdesk is very confusing. Basically, Ticket Alpha contains two conv: conv read more
0 upvote
1 Reply
Community Manager
December 02, 2024
Hey @norismat thank you for posting in our Community! It’s a great observation! The way Helpdesk orders conversations in a ticket can indee...read more
Solved
JMorgan2 on December 02, 2024
Hi, I'm looking for a metric where it details how long a ticket has been open. I've tried everything thats available in the report suite. There's a "time to close" metric which is great but I also need the same for "open tickets". The read more
0 upvote
6 Replies
Participant
December 02, 2024
Thanks for your help Sam, I think I'll stick with seven days a week because I would need to also amend the closed tickets ootb metric too which I...read more