HubSpot Ideas

Herschel

Assign Ticket Owner to Associated Conversation

Issue: Tickets Owner and associated Conversation Assignee are not linked.

 

Use Case: Our support team rotates who is on call. Whoever is on call during a specified period of time will answer incoming client issues for that period. To facilitate this, we have the Conversations Inbox set to unassigned for new incoming messages. We also have it set to automatically create new tickets, which also have the ticket owner as unassigned. If a support rep claims a Ticket they set themselves as the owner, BUT the associated Conversation is still shown as unassigned.

 

As a result it diminishes our team's ability to work out of both the Ticket and Conversation areas concurrently, as ownership of something in one area is not reflected in the other. This reduces the usefulness of the Conversations Inbox.

 

Solution: When an unowned Ticket (automatically created from a new Conversation) has it's owner set, also assign the associated Conversation to the same user.

50 Replies
callie
Contributor

@Brucey - hmmm that is interesting. I haven't dug into it in detail, but even our first assignment is syncing between the 2 (image). But I could very-well be missing some context here. Could be worth diving into though! Screenshot 2022-11-01 at 8.28.40 AM.png

CStrider
Member

My business would also love this feature! We're never in a situation where the ticket assignee and the conversation assignee would be a different person. We use mainly tickets over the conversations, and remembering to change both is proving very difficult.

RPinegar
Participant

@cdewey22 For us there is no reason that the conversation and the ticket should ever have different owners.

ABischoff
Participant | Platinum Partner

Yes, I just requested this as well! Totally need this!

christi13
Participant

@cdewey22 - Is there any update on this feature? Thank you! 

cbb
Participant

Let's keep nudging this one. We just implemented the Service hub last week and this is a major pain point. New conversations come in and we triage and assign the ticket but then conversation is assigned to a different user and there is all kinds of confusion. (now to go find the community thread on why conversations have to be replied to from the conversation inbox in order for them to appear on the Email tab of a ticket...)

talenemccarthy
Member

100%! Inboxes and Tickets should be interchangeable and cascade updates in both directions. My team receives emails via inbox which auto-creates our tickets and from there all work, ticket updates and especially (re)assignments occur from the ticket.

CoenTAJ
Member

Hi, we just implemented service hub, and for us, conversation owner and ticket owner should always be the same. Did somebody already find a workflow to resolve this? 


PG03
Member

@cdewey22 Any updates or ETA when this will be implemented? Having to manually change the two owners to match takes up additional time which users could've spent working on other tickets. Thanks!

FemkeVS
Member

We've been waiting for updates on this for over a year, any developments?

Not having Conversation and Ticket owner associated (and updated) automatically if either of them changes causes issues and does not make much sense. After all, why would the Conversation owner be different than the person owning the ticket?