I have a client wanting to review leads per team member. We can capture volume, but are interested to break it down further to see how the conversation was assigned, ex: auto-rotate, assigned from bot, self-assigned, team member assigned. Anyone read more

Hi everyone, Our technical support team is moving over from another chat support tool to using HubSpot Chat. The other tool allows for our support agents to see the chat visitor's browser type, device type, location, IP address, the website pag read more

It is possible to route a chatbot to a livechat. How do I set that up. We want to route the chats to specific teams based on the type of issues that our client has, ex: payment issues, booking issues, transportation questions, etc. How do I set thi read more

I have two major struggles with my current chatflow setup. Any ideas? 1. Currently, if someone selects "join the mailing list" with the chatbot and goes through that flow, they submit their name and email. At the end, we say "can I help you with read more

Hello there, We use the HS ticketing system to triage service requests between our customers and vendors. We would like to send our customers and vendors separate CES surveys as they experience different sides to the support request. Currently wh read more

Hi everyone, I was able to create a workflow however, the only action under communication is to send an email. I tested it and it did sent an automated email response but the auto response did not appear in the customer portal ticket details page ( read more

Hi Community, I was wondering how you all fixed the following. We've connected HubSpot with Gmail in the Settings-General-Email. This enables sending emails with your Gmail as the Sender, user@org.com But if the recipient replies to use read more

Hello, I'm trying (w/o success) to create a workflow that records (or overwrites) the date in a property whenever an (internal) agent sends an email or register a specific type of call activity in the ticket (Outbound call). (I don't want the date read more

We have 5 different email addresses connected as channels in HubSpot. We also convert all incoming inbox conversations to tickets. How can I change the owner of an incoming email once it converts to a ticket to a specific team. So if the ema read more

Is there a way to hide our personal email addresses or exchange it for an alternate address while comunicating with the customer through the tickets email interface? Here´s the problem: when the customer care team communicates with the customers read more

We have HS and Jira integration set up, you can open a Jira from HS (too much customization) or connect an HS ticket to a Jora case. The problem is that now every comment/note added to the HS case is automatically copied to Jira, things that ha read more

We're utilizing multiple chatbots within a single account to offer product experiences and address queries. For specific reasons, we're not prompting our new and existing customers to provide their names and emails, resulting in conversations labele read more