Tickets & Conversations

KaOConnor
Member | Elite Partner
Member | Elite Partner

Chat Queues

SOLVE

Hi, 

 

I have a customer that is looking to have a chat queue set up in HubSpot so that they can answer queries sequentially and have multiple agents working from the same queue. 

 

Any ideas that could help? 

 

Thanks in advance!

 

Kayley

0 Upvotes
1 Accepted solution
StefaniUAT
Solution
Key Advisor

Chat Queues

SOLVE

Hi @KaOConnor, can you provide more detail? I am not sure if I am understanding correctly. I know Chat Queues as in the Inbox (Sales not Service feature.) 

Our users currently use the Inbox feature to handle incoming chats - which allows any available user to respond sequentially. You can even filter by Newest or Oldest. 

StefaniUAT_0-1649948551290.png  StefaniUAT_1-1649948628412.png

 

However, my other initial thought is using tickets as chat queues, according to the header of this post. 

StefaniUAT_2-1649948930349.png

If this is the case, would sorting by create date (the blue arrows) - and potentially ticket status to weed out any completed tickets, solve the issue?

StefaniUAT_3-1649949049948.png

 

 

 

 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

View solution in original post

3 Replies 3
Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Chat Queues

SOLVE

@KaOConnor This can be set up using HubSpot Chat and the conversations inbox. 

There are a few steps:
1) create your conversations inbox and add your team members
2) Add channels to your inbox (this can be chat, bots, email or forms). 

The team can then all manage queries across all channels in this one spot. Hey Presto! 

 

Everything you need to achieve this can be found in the Knowledge Base but let m know if your customer would like to have some hands on help to set this up 🙂

All the best, 


 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

</br > </br > Leo Lehrbaß & Brian Mackey Baskey GbR, Rheingasse 14, 50676 Köln

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
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StefaniUAT
Solution
Key Advisor

Chat Queues

SOLVE

Hi @KaOConnor, can you provide more detail? I am not sure if I am understanding correctly. I know Chat Queues as in the Inbox (Sales not Service feature.) 

Our users currently use the Inbox feature to handle incoming chats - which allows any available user to respond sequentially. You can even filter by Newest or Oldest. 

StefaniUAT_0-1649948551290.png  StefaniUAT_1-1649948628412.png

 

However, my other initial thought is using tickets as chat queues, according to the header of this post. 

StefaniUAT_2-1649948930349.png

If this is the case, would sorting by create date (the blue arrows) - and potentially ticket status to weed out any completed tickets, solve the issue?

StefaniUAT_3-1649949049948.png

 

 

 

 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
kvlschaefer
Community Manager
Community Manager

Chat Queues

SOLVE

Hi @KaOConnor,

 

Thanks for reaching out!

 

I'll add some experts from our community to get their insight.

Hey! @Olivia_Bagnall@warrendavey@StefaniUAT@Bryantworks - Do you have any suggestions for @KaOConnor

 

Thanks!

Kristen


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