Chatflows
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- Add a chatflow to your WordPress pages
- Analyze your customer agent's performance
- Analyze your rule-based chatbot's performance
- Chat widget not appearing on website pages
- Chat with logged in visitors
- Choose your bot actions
- Connect and customize a chat channel in help desk
- Connect and customize a chat channel in the conversations inbox
- Create a chatflow for Facebook Messenger
- Create a live chat
- Create a rule-based chatbot
- Create and customize a mobile chatflow
- Edit your chatflow's language settings
- Integrate a HubSpot chatflow with a mobile app
- Manage your customer agent
- Overview of the conversations tool
- Report on chat and email conversations
- Send a rule-based chatbot to the customer agent
- Set a priority for chatflows
- Set HubSpot Conversations as the primary receiver for Facebook Messenger
- Set up actions for your customer agent
- Set up and configure the customer agent
- Turn on knowledge base browse and search in live chat
- Understand targeting rules in CTAs and chatflows
- Use if/then branches in bots
Customer Agent
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Customer Success
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Feedback Surveys
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All Feedback Surveys articles
- Analyze survey responses
- Create a custom survey
- Create and conduct customer loyalty surveys
- Create and conduct customer satisfaction surveys
- Create and conduct customer support surveys
- Customer feedback | Frequently Asked Questions
- Export your content and data
- HubSpot's survey response properties
- Organize your feedback surveys
- Tag survey responses
- Use dependent fields in custom feedback surveys
Help Desk
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- Analyze help desk activities
- Analyze your customer agent's performance
- Beta Assign a customer agent to a calling channel
- Beta Connect a calling app channel in help desk
- Connect a WhatsApp channel to help desk
- Connect and customize a chat channel in help desk
- Connect channels to help desk
- Connect custom channels to help desk
- Create and respond to tickets in help desk
- Beta Create, edit and manage notes in help desk
- Create, respond and manage tickets in help desk
- Customize the right sidebar of help desk
- Customize views in the left sidebar of help desk
- Manage customer portal settings
- Manage the allow and deny list in the conversations inbox or help desk
- Manage tickets in help desk
- Manage user availability for help desk
- Manage user out of office hours for help desk
- Manage user out of office hours for inbox and help desk
- Manage user working hours and availability for scheduling pages, inbox, and help desk
- Move an inbox channel and chatflows to help desk
- Organize teams and views in help desk
- Overview of the help desk workspace
- Report on chat and email conversations
- Route tickets in help desk
- Route tickets in help desk based on agent skills
- Search for tickets in help desk
- Set a default email address for teams in help desk
- Set SLA goals in help desk
- Set ticket capacity limits for users in help desk
- Set up a calling channel in help desk
- Set up and configure the customer agent
- Set up interactive voice response
- Sync and manage help desk tickets in Google Chat
- Sync and manage help desk tickets in Microsoft Teams
- Sync and manage help desk tickets in Slack
- Turn on automatic chat transcripts in help desk
- Use help desk spaces
- Use the help desk coaching page
Knowledge Base
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All Knowledge Base articles
- Analyze your knowledge base performance
- Approve HubSpot content
- Archive content
- Attach a document to content
- Change content URLs
- Clear your browser's cache
- Clone HubSpot content
- Create a click-to-call or mailto link
- Create a knowledge base
- Beta Create a knowledge base agent
- Create and customize a knowledge base (legacy)
- Create and customize knowledge base articles
- Create knowledge base articles in multiple languages
- Customize a knowledge base theme
- Customize knowledge base settings
- Edit content in rich text modules
- Export web content and data
- Generate content with Breeze
- Import knowledge base articles
- Import your web content into HubSpot
- Insert a table in a rich text module
- Insert and manage anchor links
- Manage knowledge base categories, subcategories, and tags
- Manage settings for private content
- Migrate a knowledge base
- Prevent content from appearing in search results
- Restore a previous version of content
- Set up single sign-on (SSO) to access private content
- Troubleshoot content issues
- Use Breeze
- Use images in HubSpot content