Tips, Tricks & Best Practices

1) Is there a way to Close Conversation through workflow 2) Is there a way to filter all the "Unknown visitors" chat

one of our customers doesn't like the chat transcripts sent to them, is there a setting that we can enable to stop sending chat transcripts only for them?

Hiya passionate Hubspot peeps! I'm building out some of our support systems and processes in Hubspot from scratch so I wanted to check in with the community if there are best practices to operating in Service Hub? I'm aware of: - Setting da...

Hi We have a mobile and web app for food delivery. We use Hubspot for recording any queries of our customers. When a customer who is logged in, comes and writes some query, our team has to manually gather basic information of customer like name,...

We installed a chatlow for our SaaS platform to replace Intercom and it has been great, so far. One way we could proactively communicate important information to specific clients was by sending them a proactive chat into our platform. Is this possib...

If you have already viewed the best practice for setting up ChatFlow and have installed the code on your website, but still do not see your Chat Instance, Check your browser extensions for web browsing security extensions active. We had the Duc...

👋 Hi there, HubSpot Community! I'm Julia, a technical writer for the HubSpot Knowledge Base . I help curate content for our Sales Hub and Conversations tools. I want to share a tip about a cool feature that you can use with your live chats. ...