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Service Hub

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Private KB Guides - How to do it?
- Hi there, we are loooking at locking down certain artivles in our KB. Everything we can see is that to action this we will need to have our end users login / register to HS, which we do not want to do. We would like a seperate link inside our SaaS product that gives our users access to certain KB articles and not the general public. Has anyone had any experience in doing this? Any insights would be greatly appreciated. Many thanks, J ...read more
product registration and extended warranty
- hi. we are in teh B2B business and in most cases we never find out who uses our products. no contacts of anyone which we can use for marketing. sales partners buy from us and re-sell, but never tell us who bought from them. does anyone have an idea how to achieve this: 1) i want our customers to be able to "register" the products they bought from us (in most cases salespartners). Then we have their contact data. 2) when registering, they re ...read more
Scaling support with the AI Assistant - Share your thoughts with us!
- Hello Community, Building on the momentum from our previous discussion on optimizing workflows, let's dive deeper into another powerful aspect of Service Hub—AI features. Just as we explored working smarter, not harder, with workflows, it's time to shine a light on how AI tools are revolutionizing our approach to customer outreach. In today's fast-paced business landscape, providing exceptional customer support i ...read more
Custom views and ticket types
- I would love the ability to have ticket types and multiple options of custom views for tickets based on the ticket type. We use tickets for proactive work (projects and onboarding) as well as reactive work. I have 3 ticket pipelines and each of these need to see different information. It would be extreamely usefull to to segregate the tickets to suit ...read more
Different thank you pages depending on responses?
- I've created a survey that assigns points depending on dropdown answers chosen. I then have a property that "scores" each respondant through a workflow. Is there a way to automate the thank you page they see depending on this score? Thanks in advance! ...read more

TS5 on April 18, 2024

New Passwordless Login

Hi, HubSpot have rolled out a new feature that allows for password-less login to private content. We have enabled this for our knowledge base but unlike the other login, logout, and reset password pages there appears to be no option to cus read more

Reply Discussion Knowledge Base

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DNeal32 on April 18, 2024

Creating ticket in full screen view, from any screen

I see in the original version, when you create a ticket in "Service", the side panel opens up, and when you click on "Create" it will go straight into the ticket in full screen view. If I use Helpdesk in Beta version to create a ticket, when I read more

Reply Discussion Tickets

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CSic on April 17, 2024

Way to run a report on who assigned conversation?

I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone read more

Reply Discussion Conversations Enterprise Reports

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DSharma02

Participant

April 18, 2024

Hi @CSic , I think we can see the deatails of Contact Owner by going to all contact properties and see details but creating a proper report for th...read more

danny2327 on April 17, 2024

Add script to all articles?

I'm not expecting there to be, but I'll ask anyways. Is there any way to add a script tag to all articles, instead of having to click click click click and do it 100+ times? API doesn't seem to have anything for KB at all. TIA

Reply Discussion Knowledge Base

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ASahin on April 17, 2024

Ticket Worfklow to inform company owner

Hello Community, We would like to automatically inform the "company owner" which is assosiated to a ticket when a ticket has reached a certain phase. Does someone has an idea? Somehow i was not able to find a solution. We have Sales& read more

Reply Discussion Professional Tickets Workflows

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LouiseHare

Top Contributor | Partner

April 17, 2024

Hi @ASahin , I think the easiest way to do this would be to have a workflow that copies the Company Owner on the associated Company record to...read more

TimWalsh on April 15, 2024

Limit who can access outgoing group emails in service hub

We're creating our service hub to use pipelines as ticketing spaces for each department. We've encounted that any user with access to the Service Hub and Help Desk can send an email from any inbox on the account. We want to limit a users ability to read more

Reply Discussion Service

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