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Top Resources for Customer Success & Service

  • Automate Object Tag Removal

    • It would be great to have the ability to have object tags (Ticket Tags in my case) automatically removed. I understand that I can create a custom property and tag tickets this way, but I love the look of ticket tags, and we use these in other situations, so coaching teams how to filter 1 property vs multiple is much easier. In my case, when a ticket is in a stage for more than 5 days, I have the ticket being tagged as "Overdue" so the rep a ...read more

  • Using hubspot forms as surveys

    • Hi there! I'm attempting to create surveys by creating a form since I don't have the right subscription for hubspot to access the forms feature. I have a simple two step form that asks how satisfied a client was with the service they received using a radio field, and a multiline text box field that asks if they want to elaborate or tell us how we can improve our services. I need to connect both fields to a property and I'm not sur ...read more

  • How can I make the AI Agent stop going in circles during a handoff?

    • This is brutal! I've tried a ton, and I can't get it just to say, "Thanks for your email. Someone will be in touch soon." Instead, it just goes in circles! Has anyone else figured out how to get around this during the handoff? ...read more

  • Resolution property: Reset "[blank]" default option

    • Q 1: After changing and saving the Label of the Internal Name "[blank]" radio option for the Resolition property, we need to change the Label back to "[blank]". original Option 1 / default Label: [blank] Internal Name: [blank] changed to / current Option 1 / default Label: Recalibrated Internal Name: [blank] need to change to Option 1 / default Label: [blank] Internal Name: [blank] Option 2 Label: Recalibrated Int ...read more

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Solved
JYaacoub on June 17, 2025
Turning off Chatbot Transfer to a human agent
Hi, I am somwhat new to Hubspot and have a question. Is there a way we can turn of the AI chat from transferring the conversation to a human? My intention is to have a fully automated AI chat bot as my company doesn't have any resources nor wan read more
Reply Discussion Chat Enterprise
0 upvote
1 Reply
himanshurauthan
Thought Leader | Elite Partner
June 17, 2025
Hi @JYaacoub You can stop HubSpot’s AI chatbot from transferring conversations to a human agent, but you will have to use a custom bot for ...read more
Solved
PSargent on June 16, 2025
My website won't work without /en-us/ at the end
I found previous posts on this (most about 2 years ago), but need an update, please. When I connected my domain (done by HubSpot), it won't work without /en-us/ at the end. (if .com, you get a 404 error). I read all the "solutions," most about langu read more
Reply Discussion Starter
0 upvote
3 Replies
ArisudanTiwari
Top Contributor | Gold Partner
June 16, 2025
Hello @PSargent , To contact HubSpot Support, log in and click “Help” (top-right corner), then type “talk to support.” From there, select “Co...read more
Solved
CDay51 on June 16, 2025
what CAN a view-only seat user do?
Hi, I would like help understanding the limits of what view-only users can do. In particular, can such users: add emails to contact records using the appropriate outbound address in cc when emailing an existing content? add contacts via the ap read more
Reply Discussion Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 16, 2025
Hi @CDay51 , Happy to help here. No, using the BCC address requires personal email access which is not included in a view-only seat: http...read more
Solved
MSmith89 on June 16, 2025
Conversation Order in Help Desk
Sorry if this is a simple one - I've been going crazy between the Base AI saying it's possible & telling me to access non-existant Settings, and not being able to find anything online anywhere. We've recently moved from Tickets to Help Desk, read more
Reply Discussion Service Tickets
0 upvote
3 Replies
Shae_Taylor
Participant
June 16, 2025
Oh shoot, yeah that's something that isn't introduced yet! I'd definitely reccomend submitting that as feedback through the Ideas Forum. The Help Des...read more
Solved
CTawns on June 16, 2025
Hubspot Form not working on Wordpress
Hi there - I have created a form on Hubspot and have added it to Wordpress - however although it's there on the page, it's like it is an image as you can't add any info on it - has someone come through something similar? All previous forms have wo read more
Reply Discussion Free
0 upvote
3 Replies
CTawns
Member
June 16, 2025
Hi - yes, thank you -was able to get it rectified - thank you for checking.
Solved
Jaylin on June 16, 2025
forward email in Tickets
Hello everyone, i have a question about tickets. some tickets based on an e-mail, the e-mail is displayed in the ticket. Now I hit forward or reply on that e-mail in the ticket and I can share with someone else. But the e-mail body disappea read more
Reply Discussion Enterprise
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 16, 2025
Hi @Jaylin , Last I checked (this was a while ago), the thread will still be sent even if it's not shown – making this very risky. If you're ...read more

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