Tickets & Conversations

JReik
メンバー

How to stop automated assignments with conversations

解決

Dear community,

 

we are wondering how it is possible to not have HubSpot assign emails automatically to the user who has last been in touch with the contact / sender of the email? Without it, it would be much easier to handle situation where someone is on leave and speed up answer times in general as everyone would have access to the unassigend answers.

 

Thanks and regards!

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to stop automated assignments with conversations

解決

Hi @JReik,

 

You can switch this off under Settings > Inbox > Inboxes. Pick your inbox in the dropdown at the top. Then, under channels hover over the relevant channel and an Edit button should appear:

 

karstenkoehler_0-1646301978768.png

 

 

Click on it and you should see this option to disable automatic conversations assignment:

 

karstenkoehler_1-1646302002526.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

6件の返信
AndrewMetcalfe
参加者

How to stop automated assignments with conversations

解決

This has been removed completely, I have been asked to post in here by your support team. The option has disappeared, we have the paid version, only options are around smart assignment, not about no assignment.

 

This is causing us major problems now, so would be great if it can be reinstated.

0 いいね!
DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

How to stop automated assignments with conversations

解決

Hi @AndrewMetcalfe hope you are doing well.

 

According to the support ticket you opened, you would like that the system Do not assign conversations to the user that replies? Is that correct?

 

If that is correct, as the support team mentioned unfortunately, the conversation will be assigned to the person who starts replying the Email or chat (unless you configure the chatbot differently. Here is an example: https://share.vidyard.com/watch/acNgfzpfrwPLteQsvRrrhs?)

 

As this is something that would greatly improve your team's use of HubSpot, I encourage you to post this idea in our HubSpot Community Ideas forum. This way will have more chances to be implemented in the future.

 

Hope this helps, 

Diana

 

 


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


JReik
メンバー

How to stop automated assignments with conversations

解決

@karstenkoehler 

thanks for your quick reply! This option doesn't seem to be existent in our
settings - I assume it comes only with an upgrade (which one)? We are still
using the free version.

Thanks and regards!

 
0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to stop automated assignments with conversations

解決

Hi @JReik,

 

Correct, if you don't have this option then that's a limitation of the free product and you would have to upgrade.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!
JReik
メンバー

How to stop automated assignments with conversations

解決

Hi again @karstenkoehler,

 

which paid plan would us allow to switch this option off?

 

Thanks!

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to stop automated assignments with conversations

解決

Hi @JReik,

 

You can switch this off under Settings > Inbox > Inboxes. Pick your inbox in the dropdown at the top. Then, under channels hover over the relevant channel and an Edit button should appear:

 

karstenkoehler_0-1646301978768.png

 

 

Click on it and you should see this option to disable automatic conversations assignment:

 

karstenkoehler_1-1646302002526.png

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.