HubSpot Ideas

williamwright

Issue Tagging on Conversations

When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information.

 

So within dashboards directors can see the types of issues popping up.

 

**SHORT-TERM SOLUTION EDIT - DEC, 15 2020**

👋Hi all, here's my short term solution:

  1. Create New Property on Contact Object: i.e. Latest Reason for Contacting
  2. Add Property to Right Sidebar. For easy access:
    williamwright_0-1608047374445.png
  3. Train Customer Service Team, and Optimize Property Values
  4. Create Report of Latest Reason for Contacting:
    williamwright_1-1608047516893.png
  5. Distribute to Teams for Continual Improvement, or Automate Responses 😎
  6. If you have any questions on my solution email me at liam@trueinteraction.com

**FYI works great with forms too.

 

47 Replies
IMG222
Member

This feature is much needed for our work.

Yevheniia
Member

This feature is so needed!
Using HubSpot chat seems to be almost useless without it for our company. I can't believe it is not an option here.

BMartins
Member

It is absurd that Hubspot has been unable to build such a basic feature after 2 years. This makes the Chats/Conversations tool practically useless.

markusarvidsson
Contributor

It would be great to be ably to tag a conversations by color like for campaigns+ name of the tag. That would make it easier to work in the inbox. Additional it would be great to filter and report on the tags.

Nberes
Member

We need this!

cjr5
Member

I very much agree - we need this too!

SViktor
Member

Every customer support software should have this as every customer support team has to know what topics are their services needed for, to ensure customer retention and be able to focus on customer pain points.