Hey there! We are thinking of migrating from the Inbox to the Help Desk because of the current (and future) advantages it offers. Our CST team is used to take a look at the I nbox sidebar, where you can customize and include any contact prop read more
Hi @Jesusrojasrl , Thank you for posting to the Community! I understand that you want to show contact properties within the HelpDesk Sidebar. I'...read more
Greeting @NJeng , This might be showing just to you, it would not show publically, these type of popup just show for logged in users only when p...read more
Hi, we are settting up HubSpot Service these days, and we are currently testing Customer Agent in our Sandbox env. Have anyone found out if it's possible to get the feedback from the customer back to the ticket if the customer click on the butt read more
Short answer: not currently. The “Yes, that was helpful” button in Customer Agent emails logs feedback for the AI, but it isn’t exposed as a ticket ...read more
There is a fundamental design flaw in HubSpot's notification system that needs to be addressed immediately. In both Slack and email notifications created through workflows, HubSpot automatically injects non-configurable Call-to-Action (CTA) buttons read more
Hey @kl-bw ,
Thanks for taking the time to share such detailed feedback. The best spot for product feedback and improvements like this is the ...read more
Our web application has a feedback button which we then use to call the Hubspot API to create a Hubspot Ticket. The ticket has the proper Company and Contact Associations and the Ticket Description is filled out appropriately. The problem we are read more
Hi @avomd ,
Happy to help here, Generally, you could use the Hubspot API to not just create the ticket but also log the engagement (email acti...read more
We want the "About this ticket" to be fully expanded and in the center of our support view. Currently it looks like the only option is to have the "About this ticket" card collapsed and only accessible in the sidebar. Two questions: 1. Is it pos read more
Hi @avomd ,
Yes and no, you can't move it, but you can delete it in the left sidebar and place a similarly behaving card in the middle section...read more
We have new Hubspot tickets being created from two separate sources: 1. Our support Gmail inbox is configured in Hubspot to create new tickets. 2. Our application has a help button that triggers an API call to Hubspot to create a new ticket. W read more
Sorry if this is a simple one - I've been going crazy between the Base AI saying it's possible & telling me to access non-existant Settings, and not being able to find anything online anywhere. We've recently moved from Tickets to Help Desk, read more
Hey @MSmith89 You’re not missing anything! In Help Desk, the conversation thread shows oldest messages at the top by design, and there’s no cu...read more
When a service professional is working on a ticket, and the resolution is for the customer to purchase a new solution or they need to speak to sales about a potential replacement/upgrade purchase, I want the service professional to be able to conver read more
Hi @TBrooks9 ,
My suggestion would be to use a workflow to create the deal automatically. There's a new card function on the right column of a...read more
We have 2 main user types: teachers & parents. Our knowledge base is separated into a section for each type of user. Sometimes when you ask the AI agent a question, it pulls the information that would be correct for one user type but not the oth read more
Hi @PPuri8 ,
I don't think that it's possible at this time, but there is an idea already on the Ideas Forum that is specifically geared aroun...read more
Hi there, We have recently migrated our ticketing system over to the new Help Desk feature. We have some workflows which depend on a ticket changing status. For example, when a ticket is 'New', it runs through a workflow designed only for n read more
On a lot of the password websites that are shown for the Customer Portal, this wording appears: " password must be at least 8 characters long and include lower and uppercase letters, a number, and a symbol ". We can't find where/how to change that w read more
Hi @esteeratliff ,
I believe these are HubSpot-generated system templates and cannot be changed. There is an idea in the forum that is curren...read more