Streamline and scale your support with HubSpot’s service tools. Manage customer queries on your products and services and reply in a timely manner. It's recommended to set up a live chat and use support tickets to track customer queries. To scale your support, you can also:
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The conversations inbox and help desk are central locations in HubSpot where you and your team can manage and respond to customer queries.
In the conversations inbox, messages from all your connected channels will appear, such as email and chat. You can view ongoing conversations, reply to messages, and manually create tickets for each conversation.
You can create a conversations inbox that's specifically for your support team. Connect a team email address that multiple members of your support team can access to communicate with customers and resolve their issues. You can also connect a Facebook Messenger channel or support form channel to your inbox.
Use help desk to consolidate your support process and manage multiple support channels from a single workspace. You can connect and manage tickets from chat, email, forms, calling, WhatsApp, and Facebook Messenger.
You can start managing tickets immediately using the default views, or create custom views to control what's visible for each team. By default, tickets will automatically be created via all channels you've connected to help desk.
You can also connect a chat channel to help desk or the inbox, which allows you to create chatflows. Chatflows are chat widgets that you can add to your website. Any incoming messages will be routed to your help desk or conversations inbox where you can respond.
There are two types of chatflows:
After you connect channels to the conversations inbox, respond to customers’ inquiries sent from any channel in one centralized location. You can reassign conversations, comment on threads or move a conversation to another team’s inbox. During the conversation, you can also view contextual information about the customer’s history with your business to keep your response relevant, or change conversation channels.
When a customer has a support query, you can create a ticket record, log interactions related to the ticket, and track the ticket through pipeline statuses. Once created, any HubSpot activities related to the ticket will be logged on the ticket record. You can manually create individual tickets from your tickets index page, a contact record, or your conversations inbox.
Create a knowledge base to help your customers resolve issues independently and deflect queries from your support team.
A knowledge base is an online library of how-to guides, reference docs, and troubleshooting steps for your customers. You can customize your knowledge base's appearance and manage your content in multiple languages.
Get direct feedback on your customer experience with HubSpot's customer feedback tool. Create and conduct surveys on your website, through email, or chat. With regular customer feedback, you can measure your customers’ satisfaction with your product, service, or experience or assess their experience with your support team.Then, use these insights from surveys to improve your products and customer experience.
Analyze the impact of your support efforts by setting up dashboards and reports. For example, track how many tickets each support rep is closing, or the average ticket response time. You can use a pre-made dashboard template or customize dashboards to suit your reporting needs.
To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.
You can learn more about using the Community in this HubSpot Academy video lesson.