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
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
Hi everyone, Our technical support team is moving over from another chat support tool to using HubSpot Chat. The other tool allows for our support agents to see the chat visitor's browser type, device type, location, IP address, the website pag read more
Hi @Jenny26 ,
As far as I know, this is unfortunately not possible at this stage. You can however request this in the HubSpot Ideas section of...read more
It is possible to route a chatbot to a livechat. How do I set that up. We want to route the chats to specific teams based on the type of issues that our client has, ex: payment issues, booking issues, transportation questions, etc. How do I set thi read more
Hi Pam, Thank you for this information? Are you able to do this with a chat bot? So the chatbot does the initial communication and then sends it...read more
I have two major struggles with my current chatflow setup. Any ideas? 1. Currently, if someone selects "join the mailing list" with the chatbot and goes through that flow, they submit their name and email. At the end, we say "can I help you with read more
Hello there, We use the HS ticketing system to triage service requests between our customers and vendors. We would like to send our customers and vendors separate CES surveys as they experience different sides to the support request. Currently wh read more
Hey @SWain9 , thank you for posting in our Community!
You can create custom feedback surveys to send to your contacts. I want to share this...read more
Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page ( read more
Hi @AAdofina hope you are doing well.
I think it depends on how you are sending the email
Are you using a conversation Wf or Ticket?
Are usin...read more
Hi Community, I was wondering how you all fixed the following. We've connected HubSpot with Gmail in the Settings-General-Email. This enables sending emails with your Gmail as the Sender, user@org.com But if the recipient replies to use read more
Sorry, I will elaborate. Our ideal scenario would be that all of our customers would contact the generic Sales inbox ( sales@org ) connected to Hu...read more
Hello, I'm trying (w/o success) to create a workflow that records (or overwrites) the date in a property whenever an (internal) agent sends an email or register a specific type of call activity in the ticket (Outbound call). (I don't want the date read more
Good morning! Adding some information, it would be important, to enhance our ticket prioritization process, set that property as "datetime", not just...read more
We have 5 different email addresses connected as channels in HubSpot. We also convert all incoming inbox conversations to tickets. How can I change the owner of an incoming email once it converts to a ticket to a specific team. So if the ema read more
Is there a way to hide our personal email addresses or exchange it for an alternate address while comunicating with the customer through the tickets email interface? Here´s the problem: when the customer care team communicates with the customers read more
Hi @brunooka , when you setup the Conversations Inbox you added a support email, correct? When your agents answer to customer enquiries aren't they...read more
We have HS and Jira integration set up, you can open a Jira from HS (too much customization) or connect an HS ticket to a Jora case. The problem is that now every comment/note added to the HS case is automatically copied to Jira, things that ha read more
@OAlterescu Hi there 🙂 My name is Olivia and I am happy to help! It's possible I may not have understand your issue 100% but it sounds like ...read more
We're utilizing multiple chatbots within a single account to offer product experiences and address queries. For specific reasons, we're not prompting our new and existing customers to provide their names and emails, resulting in conversations labele read more
Hey @AMurugan any contacts who do not have a cookie that is associated with a contact record in HubSpot will come through as "unknown visitor" ther...read more