Tips, Tricks & Best Practices

IWhite
Participant

See who else is viewing and updating a ticket in real time

SOLVE

Hi,

Is it possible to see who else is physically viewing  - and possibly updating - a ticket in Service Hub in real time?

We've recently migrated over from Zendesk where all agents actually looking at a particular ticket would have their avatar displayed.  (Was still possible for multiple agents to update a ticket but having that visibility of who else was viewing helped reduce the number of time it happened).

Had a look around - including the market place - but can't see anything obvious.

Thoughts and recommendations greatfully received.

Many thanks, Ian..

1 Accepted solution
ChrisoKlepke
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

See who else is viewing and updating a ticket in real time

SOLVE

Hey @IWhite

 

Unfortunately, this is currently not a feature of the HubSpot Service Hub. I can understand, though that coming from a different software, you would want as much similar functionality as possible.

 

Without knowing too much about your company, organization and processes, it might also be an opportunity to review current processes and habits. 

 

It's a good practice to think of ownership of specific records like tickets, and HubSpot leans heavily on that idea. A person gets assigned manually or via automation to a ticket and therefore is the one responsible for handling the issue or request.

 

You can take a look here to get more insights on how to do owner assignment.

 

If you haven't already, maybe this is something exploring more in your case

 

Cheers, 

Chriso

 

View solution in original post

4 Replies 4
arielowens
Participant

See who else is viewing and updating a ticket in real time

SOLVE

Hubspot gives us the ability to see this when working conversations which is awesome but my Support Team primiarly works out of tickets so translating this same option to tickets would be so awesome for our business needs. 

FFörster
Participant

See who else is viewing and updating a ticket in real time

SOLVE

We have the same issue after switching from Zendesk. For sure, just assigning tickets manually or via automation is an option. But not for every support team.

IWhite
Participant

See who else is viewing and updating a ticket in real time

SOLVE

Hi Christoph - many thanksfor your reply - appreciated.

We do have a concept of ownership and it works well.  We do also encourage all team members to review all tickets, whether they are 'their' tickets or not.  Sometimes - in their eagerness to contribute - we do get multiple agents responding to the same ticket.   Something we'll just have to live with, by the looks of it.

ChrisoKlepke
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

See who else is viewing and updating a ticket in real time

SOLVE

Hey @IWhite

 

Unfortunately, this is currently not a feature of the HubSpot Service Hub. I can understand, though that coming from a different software, you would want as much similar functionality as possible.

 

Without knowing too much about your company, organization and processes, it might also be an opportunity to review current processes and habits. 

 

It's a good practice to think of ownership of specific records like tickets, and HubSpot leans heavily on that idea. A person gets assigned manually or via automation to a ticket and therefore is the one responsible for handling the issue or request.

 

You can take a look here to get more insights on how to do owner assignment.

 

If you haven't already, maybe this is something exploring more in your case

 

Cheers, 

Chriso