I would love to expand the use of the email signautre on an inbox to also include additional dimensions in the "Agent Token". Today you can only include Full Name, First Name or Last Name. I would love to see you pull in other dimensions of Role/Title and Phone Number. This also seems like this is ripe for allowing users to customize their own token attributes as well.
This is a much-needed addition - adding more personalization tokens to the team signature section. For our case, we would really like to put the user's phone number in the team signature. Or, if there could be a way to insert a signature in the conversations inbox, and use the user's configured signature rather than the team signature. Currently the only workaround to this would be to navigate to a ticket record associated with the conversation, and reply to an email chain from the activity pane, which will pull in the user's signature.
This would be incredibly impactful for us. Right now we have 3 "agents" responding, CEO, Co-Founder and VP of Operations and titles bring levity to an email requiring a serious response. Token for name only is not enough. I would think being able to add a job title and phone # under user settings would be a simple lift and incredibly helpful.
I would suggest this should be a minimum requirement for a shared inbox in a professional organisation. All it takes is a property for each user and link to that property. Simple work for a much more professional system
ce serait bien pouvoir disposer de cette proriété directement ici : "hs_job_title"
Franchement, je n'ai pas compris grand chose au système de token a part que c'est une usine a gaz pour récupérer des informations qui sont déjà dans les profils utilisateurs.
Je ne pense que ce soit une évolution qui demande beaucoup à mettre en place.
we are going to being using help desk and really need the personalized tokens so our clients can know they are still getting personalized service. we want to include the agents profile picture, job title, along with the name (which we can do currently). please please please add this!
As a company, we use inboxes a lot and currently have a shared Sales and Service inbox to simplify the number of inboxes we have.
It is great having the Agents name in the team signature but it would be even better to be able to get more details from an agent account to include in the signature, such as:
Main phone
Job title
Having these additional options gives our customers more information about the agent they are talking to and also provides them the ability to call the agent directly if we offer up a direct number for that agent.
Knowing the department or job title of the person a customer is talking to gives a more personal and clear idea to the customer of who they are being serviced by.
I am surprised that HubSpot does not already have these variables available as most help desk and CRM solutions I have experienced in the past have this.
It is very disappointing that Hubspot Service Hub does not have the ability to add more than a name to a team signature, or allow the main CRM signature to carry over. Please add this ASAP.
The conversations inbox is our main tool for talking to current and potential clients. Sometimes our team needs to let customers know their queries have been escalated to a manager or another team for review/approval. But when the new person replies, the inbox doesn't show their role or level in the signature, which can reduce trust and transparency for the customer.
Also, I'd like to add votes to the comments above about including job title, photo, and phone number, as these are already saved in user profiles so I dont feel they would be a difficult addition.
The conversations inbox is our main tool for talking to current and potential clients. Sometimes our team needs to let customers know their queries have been escalated to a manager or another team for review/approval. But when the new person replies, the inbox doesn't show their role or level in the signature, which can reduce trust and transparency for the customer.
Also, I'd like to add votes to the comments above about including job title, photo, and phone number, as these are already saved in user profiles.
AGreed - being able to include Ticket ID, Ticket Name, link to Customer Portal for tickets would be veyr helpful. At the moment we have to use a snipper in front of the signature to action which leads to human error!
Yes simple tokens like Agent phonenumber, Agent jobtitle should be easy to implement and with great benefit for service teams being personal senders of team emails.
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