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Chatflows
Top articles
- Troubleshoot chat widget not appearing on website pages
- Edit your chatflow's language settings
- Choose your rule-based chatbot actions
- Create a live chat
- Analyze your rule-based chatbot's performance
- Add a chatflow to your WordPress pages
- Troubleshoot chat widget not appearing on website pages
- Edit your chatflow's language settings
- Choose your rule-based chatbot actions
- Create a live chat
- Analyze your rule-based chatbot's performance
- Add a chatflow to your WordPress pages
All Chatflows articles
- Add a chatflow to your WordPress pages
- Analyze customer agent's performance
- Analyze your rule-based chatbot's performance
- Chat with logged in visitors
- Choose your rule-based chatbot actions
- Configure capacity limits for chat channels connected to the inbox
- 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
- Overview of the conversations inbox
- 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 the customer agent
- Troubleshoot chat widget not appearing on website pages
- Understand targeting rules in CTAs and chatflows
- Use if/then branches in bots
Customer Agent
Top articles
All Customer Agent articles
- Allow the customer agent to access and update CRM data
- Analyze customer agent's performance
- Deploy the customer agent to channels
- Deploy the customer agent to workflows and rule-based chatbots
- Manage the customer agent's channel settings
- Beta Manage the customer agent's content sources
- Beta Manage the customer agent's identity
- Opt in to 28 days of free access to the customer agent
- Review and troubleshoot customer agent content source sync errors
- Beta Set guidelines for the customer agent
- Set up actions for the customer agent
- Set up and customize the customer agent's handoff process
- Beta Set up customer agent actions to qualify leads
- Set up the customer agent
- Understand Loop Marketing
- Understand the customer agent
Customer Success
Top articles
- Set up and manage the customer success workspace
- Create a health score in the customer success workspace
- Configure customer success workspaces by team
- Use the customer success workspace
- Customize the record preview sidebar in the customer success workspace
- Access the customer success health score card on records
All Customer Success articles
- Access the customer success health score card on records
- Configure customer success workspaces by team
- Create a health score in the customer success workspace
- Customize the record preview sidebar in the customer success workspace
- Set up and manage the customer success workspace
- Test records in lead and health scores
- Use the customer success workspace
Feedback Surveys
Top articles
All Feedback Surveys articles
- Analyze survey responses
- Create a custom survey
- Create a custom survey using the new survey editor
- 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
Top articles
All Help Desk articles
- Analyze customer agent's performance
- Analyze help desk activities
- Beta Analyze team performance in help desk using the Quality Assurance score
- Beta Apply SLA goals retroactively in help desk
- 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
- Beta Connect a WhatsApp number to HubSpot using coexistence
- 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 and use macros in help desk
- 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
- 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 help desk
- Set up interactive voice response
- Set up the customer agent
- Snooze tickets in help desk
- 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
- Beta Use CX and QA scores to analyze help desk tickets
- Use help desk spaces
- Beta Use the Customer Experience (CX) score to analyze help desk tickets
- Use the help desk coaching page
Knowledge Base
Top articles
All Knowledge Base articles
- Analyze knowledge base performance
- Approve HubSpot content
- Archive content
- Attach a document to content
- Change content URLs
- Clear cache in a browser
- 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 and manage access groups for private content
- Create and manage multiple knowledge bases
- Create and manage saved content views
- 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 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
- Understand Breeze
- Use code snippets with HubSpot content
- Use images in HubSpot content