Customer Success & Service

Top Resources for Customer Success & Service

    • I want to send a reminder to non-responders to a Customer Satisfaction Survey (CSAT), but that feature appears to be available only for Custom Surveys. I can't see how to construct a Custom Survey to mimic a CSAT survey and, anyway, I can't use tokens in them anyway. Is there a way to send reminders to Customer Satisfaction Survey non-responders? ...read more
    • I try to create a report where I get the number of tickets created in the past 7 days as well as the number of tickets closed in the same range of days. Help would be highly appreciated 😁 ...read more
    • Good Morning! I am running into an issue at the moment with the Hubspot Workflow Editor, and Email Templates. Basically I need to pass the ticket description to the body of the email that i am sending out, but it is converted to plain text. The description of the ticket is something like the following: "The following devices are offline: Company: Acme Inc. Facility: New York, NY Portal Information: Door 1 | 00162511AB34 | 2025 ...read more
    • We have about 500 articles in the knowledge base. So, if for example, we want to proofread / update articles on a certain topic, or from a certain author, we use the search function and the filters that are available in the knowledge base. Unfortunately, when I open one of the articles from the list, and then close the article again, the filters are not active anymore, I see the list of all articles. And I have to search and filter the same ar ...read more
    • Hello! We have an existing survey that is emailed out of HubSpot with a 5 day reminder. That said, we wanted the option to also manually share the SAME survey with a URL. Is there any way to share this survey with a URL so all the results are pulled into the same place? The only thing I can find is that I need to create a SEPARATE survey with a shareable link, but then the results won't be combined. Is there something I have overlooked here or ...read more

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HenrikHS on February 14, 2025
Got two question about useing Customer Agent 1. Can use a customer agent in a chatflow AND covert it to a ticket if not solved? (We dont have a team to answer hand over cases live) 2. Can i give some custom instructions to my Customer Agent? (My m read more
0 upvote
1 Reply
Community Manager
February 14, 2025
Hey @HenrikHS , happy Friday! Yes, you can use a customer agent in a chatflow and set it to create a ticket if the issue isn’t resolved. Thi...read more
stepanhorky on February 13, 2025
Hi all! I'd like to create Customer Agent (AI chat) that won't be assigned to any live agent in case the AI doesn't know the answer. The conversation should end with a message advising the customer to contact us at given email address. I know that read more
0 upvote
1 Reply
Community Manager
February 13, 2025
Hey @stepanhorky , thank you for posting in our Community! Currently, HubSpot doesn’t have a built-in way to close chats when no live agent ...read more
wmflan39 on February 13, 2025
I want to send a reminder to non-responders to a Customer Satisfaction Survey (CSAT), but that feature appears to be available only for Custom Surveys. I can't see how to construct a Custom Survey to mimic a CSAT survey and, anyway, I can't use toke read more
1 upvote
2 Replies
Most Valuable Member | Elite Partner
February 14, 2025
Hey there @wmflan39 (thanks for the tag @kennedyp 😊 ) Have you submitted this as a feature idea? I'd definitely do that. As for ...read more
GHuber7 on February 12, 2025
For the Help Desk/Slack integration - The feature where every comment on a ticket populates as a comment on the slack thread is a great feature but it can be a lot since we handle a high volume of tickets. It would help if we could eliminate if a c read more
Community Manager
February 12, 2025
Hey @GHuber7 , thank you for posting in our Community! I checked and HubSpot doesn’t currently offer a built-in way to filter notifications ...read more
Maddin on February 12, 2025
I try to create a report where I get the number of tickets created in the past 7 days as well as the number of tickets closed in the same range of days. Help would be highly appreciated 😁
0 upvote
2 Replies
Participant
February 12, 2025
I was hoping for a consolidated report but this does the trick somehow. Thank you, Karsten!
DSaha7 on February 12, 2025
Hi, We are using Service Hub for support ticket management and recently noticed that one of our ticket submission forms is displaying "No contact record." As a result, the ticket is not associated with any contact or company, making it impossible t read more
0 upvote
7 Replies
Hall of Famer | Partner
February 12, 2025
@DSaha7 I'm not aware of anything changing in this regard, no.