Tips, Tricks & Best Practices

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Solved
CGoodwinOlsen on April 25, 2022
We are looking for advice regarding best practice for handling tickets where the topic/issue, and therefore resolution, is common for multiple customers. Use case : an issue with out product occurs which impacts many or even all customers, so m read more
Accepted Solution
Recognized Expert | Partner
May 10, 2022 06:39
Hi @CGoodwinOlsen , You are correct that using marketing email based off of a list would not associate back to the ticket, nor would replies go...read more
Solved
dmattauch on March 18, 2022
Hi, I'm trying to pull a report where we see the repartation of time chat starts during the day (8AM, 9AM, etc...) It doesn't seem possible to record the exact time as a property? Any way to do such report? Thanks David
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 18, 2022 23:45
Hi @dmattauch , HubSpot stores this information but does not make it available within the reporting tool. You can however access it via exportin...read more
BryceChee on September 07, 2021
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 read more
Guide | Diamond Partner
September 07, 2021 03:24
Hi @BryceChee , Apart from managing your ticket system through HubSpot, you can create a Knowledge base for your website visitors and also an inte...read more
Solved
1stClaas on April 21, 2021
When having trouble with hubspot, I can contact hubspot support which works superb with chosing a chat when available or creating a ticket. I would end up on a page where I can see all tickets created + the communication. Is it possible to have such read more
Accepted Solution
Community Manager
April 22, 2021 03:01
Hi @1stClaas Thank you for reaching out. This is not possible at the moment, however, I've found this integration that seems to mak...read more
JuliaMongeau on October 13, 2020
👋 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. read more
8 upvotes
0 Reply
JessHurwitz on July 17, 2020
Is there a way to see which service agents / HubSpot users are online in the Conversations -> Inbox?
1 upvote
1 Reply
HubSpot Employee
July 17, 2020 20:07
Hi @JessHurwitz , HubSpot just released a beta feature that will give you ability to see your chat team's availability. You can reques...read more
stundzigs on March 11, 2020
Hi folks, i've read here and tested and changed my code several time, but setting the identity works not 100% of our cases. The code is after login static setChatIdentity = (email) => { if (window.HubSpotConversations) { this.on read more
0 upvote
2 Replies
Participant
March 19, 2020 06:40
Hi Derek, actually i'm waiting for the fix in your chat implementation. Hopefully this is coming till the end of this month. Is it? Regards ...read more
treinken on June 17, 2019
When using the Book a meeting bot action , the bot will ask the visitor a few questions to help facilitate a meeting booking. However, meetings links with custom form fields cannot collect answers from customer responses through the chat read more
4 upvotes
7 Replies
Contributor
February 01, 2021 21:53
Unfortunately still neither of these workarounds are whole solutions. Approach 1 means that neither of the optional field captures will get asked...read more
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