Tips, Tricks & Best Practices

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Solved
ZLyons on March 24, 2025
Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I was curious: what best practices your team have found? Here are some of our findings: Utilize a knowledge base to ground read more
1 upvote
2 Replies
Accepted solution
Member
March 25, 2025 18:19
@ZLyons تطبيق انمي wrote: Hello HS community! Our team has been setting up our Customer Agent to provide 24 hour support for customers and I w...read more
Solved
allyboudreau12 on March 06, 2025
Good afternoon everyone, I work for Trivia Nation, a FL based trivia company that hosts over 150 weekly trivia/game shows across the state with approximately 125 hosts. We are wanting to streamline our player registration process by digiti read more
1 upvote
3 Replies
Accepted solution
Key Advisor | Elite Partner
March 07, 2025 10:21
@allyboudreau12 , I second what Kennedy said...how fun! When Karsten comes in I'm very certain he will have some amazing thoughts for you, too. ...read more
Solved
VegaWu on December 01, 2024
Hello Support Team, I am a little confused about your plugin. I mean, is there any way for HubSpot to automatically send me an email notification when somebody try to get in touch with me via Livechat? The plugin is now on my WordPress website. read more
0 upvote
4 Replies
Accepted solution
Hall of Famer
March 02, 2025 13:46
happy to help clear up the confusion @VegaWu , when you add live chat to your Wordpress website, you're enabling the HubSpot widget to display - the...read more
Solved
HMize on June 20, 2024
I want to create a chat flow where when a customer is trying to get in contact with one of the salespeople from the list I have given them, an email alerting that salesperson is sent out stating that someone is trying to reach out to them. I do not read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Platinum Partner
June 20, 2024 11:21
Hi @HMize , Yes, you can create this chatflow as a Chatbot, rather than a live chat, and design it to alert your salespeople via the desired ...read more
jrkub on January 25, 2024
I manage multiple different companies, each with their own account, under one login/email. Is it possible to receive alerts for website chat notifications between multiple companies if my main username email is tied to all of them? Within the H read more
0 upvote
1 Reply
HubSpot Alumni
January 25, 2024 17:20
Hey @jrkub , thank you for posting in our Community! Yes, it is possible to receive alerts for website chat notifications across multiple co...read more
AHLime on November 14, 2023
Greetings, my company has been using Hubspot for about four years without any major issues. We have an automatic chatflow with three bot prompts to gather a person's email, name, and problem before creating a ticket. This chatflow has been working read more
0 upvote
2 Replies
Member
November 15, 2023 09:44
Hello, thank you for your reply. However, I think you must have misunderstood my problem. We have an automated chat flow set up already to collect ...read more
Solved
JDijksman on November 30, 2022
Hi I am trying to create a chatbot for our website through Hubspot and I am a little stuck. I have two main issues at present. 1. Please could you someone explain how I can create an action that prompts a visitor to enter an order number, in read more
0 upvote
2 Replies
Accepted solution
Hall of Famer
December 15, 2022 19:47
Hi @JDijksman Happy to help work through your questions. 1. Is the order number a property you already have stored somewhere or are you tryi...read more
jennysowyrda on November 13, 2020
If you've ever been asked "are you a bot?" you know that customers in today's society can be skeptical about chatbots. Whether online, through email, or maybe even on the phone, consumers want to know whether you're real or not. We also know, howeve read more
1 upvote
6 Replies
Participant
November 19, 2020 17:45
🤖 Chatbots to qualify, real human to land a deal! 😎
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