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Tips, Tricks & Best Practices

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pergranqvist on September 05, 2024

AI Chatbot outside working hours

Hi all! TL;DR: - How to use the AI flow as out-of-hours support - How to create a support ticket if the AI can't help? I'm re-building our chatflow to utilise the AI Chatbot feature. To begin with, we'd like to use it for out-of-hour read more

Reply Chat Conversations Enterprise Settings

0 upvote

3 Replies

RSchweighart

Top Contributor

October 08, 2024 15:39

Hi @pergranqvist , It looks like you will need to create a chat flow with live chat. Then, you'll go to Breeze > Customer Agent. From there...read more

Solved

richmackey on April 26, 2024

New Customer Success Workspace - Doesn't Filter By Lifecycle Stage

We turned on the public. beta of the new Customer Success Workspace to try it out. Really want our Account Managers to be able to monitor and update how their clients are feeling, etc. Funny thing is. It pulls ALL contacts under that contact read more

Reply Service Settings

3 upvotes

5 Replies

Accepted solution

ImpactPilot

Member

June 25, 2024 06:34

@richmackey Would a shared list view where you filter on customer lifecycle = customer not do the trick? Alternatively; I a...read more

DanaIrvine on October 02, 2023

can't delete a pipeline

I am trying to remove a pipeline that should not have been created, but I can't due to there being 1 record associated with it. There are no tickets, how can I locate this record and fix this?

Reply Settings

0 upvote

2 Replies

DanaIrvine

Contributor

October 02, 2023 13:13

I am a super admin and there are no active filters. I'm on the "all tickets" view and don't see any. [cid:5647f4ba-caea-4eba-8982-b796291af56f]

SSayed on September 08, 2023

Question about 'Blackout Hours' & Scheduled Automated Emails

Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more

Reply Analytics Tools Calendar Dashboards Email Deliverability Enterprise Free Professional Reports Service Settings Starter Tickets Workflows

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

September 11, 2023 06:34

Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...read more

Solved

SWilsonA4u on June 29, 2021

How do we send a customer services communication

I may be missing something totally here, but I want to use the email functionality to build automated customer service emails for current under contract clients when certain activity is initiated against a specific deal. service. However read more

Reply Email Deliverability Marketing Email Settings

1 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 29, 2021 06:03

Hi @SWilsonA4u , The "Manage preferences" and/or "Unsubscribe" links at the end of an email can only be removed with a HubSpot add-on called ...read more

Solved

1stClaas on April 21, 2021

Copy hubspot app support

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

Reply best practices Conversations CRM Service Settings Tickets

0 upvote

1 Reply

Accepted solution