📚 HubSpot Service Tools Knowledge Base Index

This document lists all official English-language HubSpot Knowledge Base articles regarding Service Tools. It serves as a lightweight semantic map for our local search and Vertex AI RAG indexes. All step-by-step click streams remain upstream on HubSpot’s live server.

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📋 Reference Manuals

• Access the customer success health score card on records
• Allow the customer agent to access and update crm data
• Analyze help desk
• Analyze knowledge base performance
• Analyze quality assurance and customer experience scores
• Analyze survey responses
• Analyze your customer agents performance
• Apply sla goals retroactively in help desk
• Assign a conversation owner in a workflow
• Chatflow availability settings
• Collaborate with your team in the conversations inbox
• Collect consent for whatsapp conversations
• Compose and reply to emails in the conversations inbox
• Configure chat capacity limits for agents in your account
• Connect a hosted email to your conversations inbox
• Connect a whatsapp channel to help desk
• Connect a whatsapp channel to the conversations inbox
• Connect a whatsapp number to hubspot using coexistence
• Connect and customize a chat channel in help desk
• Connect and customize a chat channel in the conversations inbox
• Connect channels to help desk
• Connect channels to the conversations inbox
• Connect custom channels to help desk
• Connect custom channels to the conversations inbox
• Connect whatsapp to the conversations inbox
• Create a custom survey
• Create a custom survey using the new survey editor
• Create a knowledge base
• Create a knowledge base agent
• Create and customize a knowledge base legacy
• Create and customize knowledge base articles
• Create and send customer satisfaction surveys
• Create and use macros in help desk
• Create contacts in your conversations inbox
• Create customer agents for brands
• Create customer success workspaces for teams
• Create edit and manage notes in help desk
• Create knowledge base articles in multiple languages
• Create multiple knowledge bases
• Create respond and manage tickets in help desk
• Create respond to tickets in help desk
• Customer feedback faqs
• Customize a health score in the customer success workspace
• Customize a knowledge base theme
• Customize and manage whatsapp message templates
• Customize knowledge base settings
• Customize the right sidebar of help desk
• Customize the summary tab in the customer success workspace
• Customize views in the left sidebar of help desk
• Delete a conversations inbox
• Deploy the customer agent to channels
• Deploy the customer agent to workflows and rule based chatbots
• Edit the whatsapp consent status of your contacts in bulk
• How do i add personalization tokens to a template or snippet
• How do i send a customer loyalty survey
• How do i send a customer support survey
• Hubspots conversations properties
• Import knowledge base articles
• Manage customer portal settings
• Manage knowledge base categories subcategories and tags
• Manage the customer agents channel settings
• Manage the customer agents content sources
• Manage the customer agents identity
• 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 your allow and deny list
• Manage your inbox users
• Migrate your knowledge base
• Move an inbox and historical conversations to help desk
• Opt in to 14 days of free access to the customer agent
• Organize conversations into custom views in the inbox
• Organize teams and views in help desk
• Organize your feedback surveys
• Overview of the conversations inbox
• Overview of the help desk workspace
• Report on chat and email conversations
• Review whatsapp subscription status
• Route tickets in help desk
• Route tickets in help desk based on agent skills in your account
• Scale 24 7 support
• Search for tickets in help desk
• Set a default email address for teams in help desk
• Set guidelines for the customer agent
• Set sla goals in help desk
• Set slas in the inbox
• Set ticket capacity limits for users in help desk
• Set up a customer portal
• Set up actions for the customer agent
• Set up and customize the customer agents handoff process
• Set up and manage the customer success workspace
• Set up customer agent actions to qualify leads
• Set up the conversations inbox
• Set up the customer agent
• Set your conversations routing rules
• Snooze tickets in help desk
• Survey response properties
• 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
• Tag survey responses
• Troubleshoot customer agent content source errors
• Turn on automatic chat transcripts in help desk
• Turn on automatic chat transcripts in the conversations inbox
• Understand the customer agent
• Use ai assistants in the conversations inbox
• Use conversations on the hubspot mobile app
• Use customer success rooms
• Use dependent fields in custom feedback surveys
• Use reply recommendations in help desk
• Use snippets
• Use spaces in help desk
• Use the conversations inbox
• Use the customer experience cx score to analyze help desk tickets
• Use the customer success workspace
• Use the help desk coaching page
• Use the quality assurance score to analyze help desk tickets