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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mgbribiesca on December 05, 2024
How do I mass delete repeating tasks. Everytime I delete them they simply get recreated for the next period
1 upvote
2 Replies
Key Advisor | Diamond Partner
December 05, 2024
Hi @mgbribiesca , To mass delete recurring tasks and stop them from being recreated, here’s what you can do: First, go to the Tasks s...read more
Mnatsakanyan on December 05, 2024
IF we have 10 customers and know their email, name and company, how to setup the chat that if 2nd customer start chatting then the admin knows who is starting the chat and the whole communication we could save in the current user. How to setup that read more
0 upvote
1 Reply
Thought Leader | Platinum Partner
December 05, 2024
Hey @Mnatsakanyan HubSpot chat will automatically indentify the visitor on the browser if the cookie is known (IE a chat or form has already been ...read more
BPiechocki2 on December 05, 2024
I was charged $142.45 on November 27 and I am not sure why. I use a couple free accounts, so I am being denied access to Customer service to resolve this..if I do not hear back from anyone, I will have to dispute the charge with my credit card compa read more
1 upvote
3 Replies
Key Advisor | Partner
December 05, 2024
@BPiechocki2 Yes block all future transactions on that card and try to connect with HubSpot support directly billing@hubspot.com , Contact ...read more
MBahri6 on December 04, 2024
Hi, I have the Starter Customer Platform package which also includes Service Hub Starter. The problem that I have I need to create a form that creates tickets but I am not able to find the Support template. And if i try to create a bas read more
0 upvote
1 Reply
Hall of Famer | Partner
December 05, 2024
Hi @MBahri6 , What do you see when you click "> Ticket Properties (7)" to expand the section? I get a note to "Turn on automatic ticket cre...read more
Solved
ammandasg on December 04, 2024
I would like to know how to calculate my SLAs based on my office hours (9h until 18h) SLAs should intelligently adapt to the configured office hours and holidays, ensuring customers receive prompt service during business hours and preventing SLA read more
1 upvote
6 Replies
Member
December 05, 2024
To calculate SLAs based on office hours, you can set up an SLA system that only tracks time during your defined working hours (9 AM to 6 PM). In your...read more
NYasini on December 04, 2024
Dear community I have set up the chat flow for our website, but I am encountering an issue in assigning notifications to an email. Both my HubSpot account and the other account that i want to recieve the chat notification in gmail inbox are part read more
0 upvote
2 Replies
Member
December 05, 2024
Dear Pam I appreciate your help. Unfortunately, I cannot identify any recipient in the chat setting. Can you please help me out? best regards Nima ...read more