Allow for customization of chat transcript email

JeremyPSE

I just installed Conversations on our site and am very excited about the prospect of capturing and cookie'ing new leads this way. We had previously used Intercom which is a great service but having the website-chat live inside Hubspot is awesome.

 

However, the UX has to be way more customizable, like ASAP.

 

I did a test conversation with myself and receive a chat transcript via email afterward. Some big things that stood out were:

 

1) The subject line: "Chat transcript on www.prosoundeffects.com/"

 

What? how about pull "StoreName" or whatever the token is, rather than "URL?" 

 

2) The "from email": "Jeremy Siegel from mediaspora LLC"

 

That mediaspora LLC is pulling from our legal business entity name, somewhere deep in the depths of Hubspot registration. Our dba, store, and company name are all "Pro Sound Effects." 

 

More nice-to-have realm:

 

3) A "get back in touch" CTA? (You're Hubspot, the CTA masters!).

 

4) Turn off emailing transcripts to customers entirely, or allow the customer to choose to receive it or not (most websites DO NOT defaultly email you a transcript of the chat).

 

#1 and #2 could actually hurt our brand and I'm considering deactivating Conversations and putting Intercom back up until these are addressed.

 

 

15 Replies
MikhailK
Participant | Diamond Partner

That's particularly important for non-English setups. We have just finished large implementation in Russia where everything on a customer-facing side is translated, except this email...

villvuor1
Member

I agree with MikhailK. Being able to translate all possible things when you are not using one of the basic languages is crucial. Like for us too in Finland

mmaddux
Participant

Keeping "Conversations" within a team inbox seems important.

Currently, if a representative applies to a chat after a visitor has left the website the visitor will receive an email sent from the representative who replied. If the visitor replies to the chat transcript from within their inbox the conversation becomes a direct one conversation with the representative. This workflow removes the conversation from "Conversations" and defeats the purpose of team support.

cursu
Contributor

Agree with Jeremy on this one. We need the option to turn the emails off if needed. Also the option to customize some of the info would be relly helpful. We only use the chat one one subdomain and the email subsject has this very long and confusing URL

esthercohen
Participant

Any updates on this? 

Would also love an option to use workflows to customize the follow-ups including internal & external emails

vdhandia
Participant

Also allowing transcripts to be customizable. To have theabilit to replacet the profile picture of the User to who is having the conversation with the company logo. 

Status updated to: Idea Submitted
cdewey22
HubSpot Product Team

Thank so much for all this feedback. We are considering the feedback outlined in this issue and will update this ticket in a few months. Thanks!

finn
Top Contributor

+1

 

Need both:

a) ability to customize content to fit our style of communication rather than this hard-coded text; 

and

b) non-English! cannot send chat transcripts in English to customers around the world, especially when the chat itself might have been in Portuguese, German or Chinese.

Seth_Israel
Contributor

+1 here from us, we are wanting to not have the entire URL in our subject line or in the chat transcript header but instead our branded name would be great.

Chat Transcript from <BRAND>

 

Seems like a few of these things got fixed though as there are more options in this area now in the last 2 years. That said being able to change the subject line and other call outs are still needed.

Wagner_Correia
Participant

The suggestions mentioned in items 1 and 2 are crucial for us here in Brazil as well. I hope that Hubspot will implement these new features soon.

kinsleyarmelle
Participant

Can't wait to see this be updated soon! Very essential for many businesses. We would absolutely utilize this.

kwidrick
Participant

STRONG UPVOTE here!

Timohoh
Participant

+1

LauraCoopr
Member

Hubspot, is this request ever going to be prioritised? It was originally suggested over 3 years ago, so would love a specific timeline for implementation please!

 

 

crebillon
Participant

I upvote this as well because we need to be able to:

1/ Edit the content: title, description and button

2/ Edit the language based on the contact's preferred language