Quartz 5
Search
Search
Dark mode
Light mode
Explorer
Home
❯
00_Engine
❯
reference
❯
hubspot_kb
❯
service_tools
service_tools
118 items under this folder.
Jul 09, 2026
Use the conversations inbox
hubspot
service_tools
a_guide_to_the_conversations_inbox
Jul 09, 2026
Use the customer experience cx score to analyze help desk tickets
hubspot
service_tools
use_the_customer_experience_cx_score_to_analyze_help_desk_tickets
Jul 09, 2026
Use the customer success workspace
hubspot
service_tools
use_the_customer_success_workspace
Jul 09, 2026
Use the help desk coaching page
hubspot
service_tools
use_the_help_desk_coaching_page
Jul 09, 2026
Use the quality assurance score to analyze help desk tickets
hubspot
service_tools
analyze_team_performance_in_help_desk_using_the_quality_assurance_score
Jul 09, 2026
Set up customer agent actions to qualify leads
hubspot
service_tools
set_up_customer_agent_actions_to_qualify_leads
Jul 09, 2026
Set up the conversations inbox
hubspot
service_tools
set_up_the_conversations_inbox
Jul 09, 2026
Set up the customer agent
hubspot
service_tools
set_up_the_customer_agent
Jul 09, 2026
Set your conversations routing rules
hubspot
service_tools
set_up_routing_rules_in_the_conversations_inbox
Jul 09, 2026
Snooze tickets in help desk
hubspot
service_tools
snooze_tickets_in_help_desk
Jul 09, 2026
Survey response properties
hubspot
service_tools
hubspots_survey_response_properties
Jul 09, 2026
Sync and manage help desk tickets in google chat
hubspot
service_tools
sync_and_manage_help_desk_tickets_in_google_chat
Jul 09, 2026
Sync and manage help desk tickets in microsoft teams
hubspot
service_tools
sync_and_manage_help_desk_tickets_in_microsoft_teams
Jul 09, 2026
Sync and manage help desk tickets in slack
hubspot
service_tools
sync_and_manage_help_desk_tickets_in_slack
Jul 09, 2026
Tag survey responses
hubspot
service_tools
tag_survey_responses
Jul 09, 2026
Troubleshoot customer agent content source errors
hubspot
service_tools
review_and_troubleshoot_customer_agent_content_source_sync_errors
Jul 09, 2026
Turn on automatic chat transcripts in help desk
hubspot
service_tools
turn_on_automatic_chat_transcripts_in_help_desk
Jul 09, 2026
Turn on automatic chat transcripts in the conversations inbox
hubspot
service_tools
turn_on_automatic_chat_transcripts_in_the_conversations_inbox
Jul 09, 2026
Understand the customer agent
hubspot
service_tools
understand_the_customer_agent
Jul 09, 2026
Use ai assistants in the conversations inbox
hubspot
service_tools
use_ai_assistants_in_the_conversations_inbox
Jul 09, 2026
Use conversations on the hubspot mobile app
hubspot
service_tools
use_conversations_on_the_hubspot_mobile_app
Jul 09, 2026
Use customer success rooms
hubspot
service_tools
set_up_customer_success_rooms
Jul 09, 2026
Use dependent fields in custom feedback surveys
hubspot
service_tools
use_dependent_fields_in_custom_feedback_surveys
Jul 09, 2026
Use reply recommendations in help desk
hubspot
service_tools
use_reply_recommendations_in_help_desk
Jul 09, 2026
Use snippets
hubspot
service_tools
create_and_use_snippets
Jul 09, 2026
Use spaces in help desk
hubspot
service_tools
use_help_desk_spaces
Jul 09, 2026
Organize your feedback surveys
hubspot
service_tools
organize_your_feedback_surveys
Jul 09, 2026
Overview of the conversations inbox
hubspot
service_tools
overview_of_the_conversations_inbox
Jul 09, 2026
Overview of the help desk workspace
hubspot
service_tools
set_up_help_desk
Jul 09, 2026
Report on chat and email conversations
hubspot
service_tools
report_on_chat_and_email_conversations
Jul 09, 2026
Review whatsapp subscription status
hubspot
service_tools
review_whatsapp_subscription_statuses
Jul 09, 2026
Route tickets in help desk
hubspot
service_tools
route_tickets_in_help_desk
Jul 09, 2026
Route tickets in help desk based on agent skills in your account
hubspot
service_tools
route_tickets_in_help_desk_based_on_agent_skills
Jul 09, 2026
Scale 24 7 support
hubspot
service_tools
scale_247_support
Jul 09, 2026
Search for tickets in help desk
hubspot
service_tools
search_for_tickets_in_help_desk
Jul 09, 2026
Set a default email address for teams in help desk
hubspot
service_tools
set_a_default_email_address_for_teams_in_help_desk
Jul 09, 2026
Set guidelines for the customer agent
hubspot
service_tools
set_guidelines_for_the_customer_agent
Jul 09, 2026
Set sla goals in help desk
hubspot
service_tools
set_sla_goals_in_help_desk
Jul 09, 2026
Set slas in the inbox
hubspot
service_tools
set_slas_in_the_inbox
Jul 09, 2026
Set ticket capacity limits for users in help desk
hubspot
service_tools
set_ticket_capacity_limits_for_users_in_help_desk
Jul 09, 2026
Set up a customer portal
hubspot
service_tools
set_up_a_customer_portal
Jul 09, 2026
Set up actions for the customer agent
hubspot
service_tools
set_up_actions_for_the_customer_agent
Jul 09, 2026
Set up and customize the customer agents handoff process
hubspot
service_tools
set_up_and_customize_the_customer_agents_handoff_process
Jul 09, 2026
Set up and manage the customer success workspace
hubspot
service_tools
set_up_and_manage_the_customer_success_workspace
Jul 09, 2026
How do i send a customer loyalty survey
hubspot
service_tools
create_and_conduct_customer_loyalty_surveys
Jul 09, 2026
How do i send a customer support survey
hubspot
service_tools
create_and_conduct_customer_support_surveys
Jul 09, 2026
Hubspots conversations properties
hubspot
service_tools
hubspots_conversations_properties
Jul 09, 2026
Import knowledge base articles
hubspot
service_tools
import_knowledge_base_articles
Jul 09, 2026
Manage customer portal settings
hubspot
service_tools
manage_customer_portal_settings
Jul 09, 2026
Manage knowledge base categories subcategories and tags
hubspot
service_tools
manage_knowledge_base_categories_subcategories_and_tags
Jul 09, 2026
Manage the customer agents channel settings
hubspot
service_tools
manage_the_customer_agents_channel_settings
Jul 09, 2026
Manage the customer agents content sources
hubspot
service_tools
manage_the_customer_agents_content_sources
Jul 09, 2026
Manage the customer agents identity
hubspot
service_tools
manage_the_customer_agents_identity
Jul 09, 2026
Manage tickets in help desk
hubspot
service_tools
manage_tickets_in_help_desk
Jul 09, 2026
Manage user availability for help desk
hubspot
service_tools
manage_user_availability_for_help_desk
Jul 09, 2026
Manage user out of office hours for help desk
hubspot
service_tools
manage_user_out_of_office_hours_for_help_desk
Jul 09, 2026
Manage user out of office hours for inbox and help desk
hubspot
service_tools
manage_user_out_of_office_hours_for_inbox_and_help_desk
Jul 09, 2026
Manage your allow and deny list
hubspot
service_tools
manage_the_allow_and_deny_list_in_the_conversations_inbox_or_help_desk
Jul 09, 2026
Manage your inbox users
hubspot
service_tools
manage_user_availability_for_the_conversations_inbox
Jul 09, 2026
Migrate your knowledge base
hubspot
service_tools
migrate_a_knowledge_base
Jul 09, 2026
Move an inbox and historical conversations to help desk
hubspot
service_tools
move_an_inbox_channel_and_chatflows_to_help_desk
Jul 09, 2026
Opt in to 14 days of free access to the customer agent
hubspot
service_tools
opt_in_to_14_days_of_free_access_to_the_customer_agent
Jul 09, 2026
Organize conversations into custom views in the inbox
hubspot
service_tools
organize_conversations_into_custom_views_in_the_inbox
Jul 09, 2026
Organize teams and views in help desk
hubspot
service_tools
organize_teams_and_views_in_help_desk
Jul 09, 2026
Create and send customer satisfaction surveys
hubspot
service_tools
create_and_conduct_customer_satisfaction_surveys
Jul 09, 2026
Create and use macros in help desk
hubspot
service_tools
create_and_use_macros_in_help_desk
Jul 09, 2026
Create contacts in your conversations inbox
hubspot
service_tools
create_contacts_in_your_conversations_inbox
Jul 09, 2026
Create customer agents for brands
hubspot
service_tools
create_and_manage_customer_agents_for_multiple_brands
Jul 09, 2026
Create customer success workspaces for teams
hubspot
service_tools
configure_customer_success_workspaces_by_team
Jul 09, 2026
Create edit and manage notes in help desk
hubspot
service_tools
create_edit_and_manage_notes_in_help_desk
Jul 09, 2026
Create knowledge base articles in multiple languages
hubspot
service_tools
create_knowledge_base_articles_in_multiple_languages
Jul 09, 2026
Create multiple knowledge bases
hubspot
service_tools
create_and_manage_multiple_knowledge_bases
Jul 09, 2026
Create respond and manage tickets in help desk
hubspot
service_tools
set_up_help_desk
Jul 09, 2026
Create respond to tickets in help desk
hubspot
service_tools
create_and_respond_to_tickets_in_help_desk
Jul 09, 2026
Customer feedback faqs
hubspot
service_tools
customer_feedback_frequently_asked_questions
Jul 09, 2026
Customize a health score in the customer success workspace
hubspot
service_tools
create_a_health_score_in_the_customer_success_workspace
Jul 09, 2026
Customize a knowledge base theme
hubspot
service_tools
customize_a_knowledge_base_theme
Jul 09, 2026
Customize and manage whatsapp message templates
hubspot
service_tools
customize_and_send_whatsapp_message_templates_legacy
Jul 09, 2026
Customize knowledge base settings
hubspot
service_tools
customize_knowledge_base_settings
Jul 09, 2026
Customize the right sidebar of help desk
hubspot
service_tools
customize_the_right_sidebar_of_help_desk
Jul 09, 2026
Customize the summary tab in the customer success workspace
hubspot
service_tools
customize_the_summary_tab_in_the_customer_success_workspace
Jul 09, 2026
Customize views in the left sidebar of help desk
hubspot
service_tools
customize_views_in_the_left_sidebar_of_help_desk
Jul 09, 2026
Delete a conversations inbox
hubspot
service_tools
delete_a_conversations_inbox
Jul 09, 2026
Deploy the customer agent to channels
hubspot
service_tools
deploy_the_customer_agent_to_channels
Jul 09, 2026
Deploy the customer agent to workflows and rule based chatbots
hubspot
service_tools
deploy_the_customer_agent_to_workflows_and_rule_based_chatbots
Jul 09, 2026
Edit the whatsapp consent status of your contacts in bulk
hubspot
service_tools
update_the_whatsapp_consent_status_of_your_contacts_in_bulk
Jul 09, 2026
How do i add personalization tokens to a template or snippet
hubspot
service_tools
add_personalization_tokens_to_a_template_or_snippet
Jul 09, 2026
Assign a conversation owner in a workflow
hubspot
service_tools
assign_a_conversation_owner_in_a_workflow
Jul 09, 2026
Chatflow availability settings
hubspot
service_tools
create_a_rule_based_chatbot
Jul 09, 2026
Collaborate with your team in the conversations inbox
hubspot
service_tools
collaborate_with_your_team_in_the_conversations_inbox
Jul 09, 2026
Collect consent for whatsapp conversations
hubspot
service_tools
collect_and_manage_consent_for_whatsapp_conversations
Jul 09, 2026
Compose and reply to emails in the conversations inbox
hubspot
service_tools
compose_and_reply_to_messages_in_the_conversations_inbox
Jul 09, 2026
Configure chat capacity limits for agents in your account
hubspot
service_tools
configure_capacity_limits_for_chat_channels_connected_to_the_inbox
Jul 09, 2026
Connect a hosted email to your conversations inbox
hubspot
service_tools
forward_emails_to_a_hosted_email_address_in_the_conversations_inbox
Jul 09, 2026
Connect a whatsapp channel to help desk
hubspot
service_tools
connect_a_whatsapp_channel_to_help_desk
Jul 09, 2026
Connect a whatsapp channel to the conversations inbox
hubspot
service_tools
connect_a_whatsapp_channel_to_the_conversations_inbox
Jul 09, 2026
Connect a whatsapp number to hubspot using coexistence
hubspot
service_tools
connect_a_whatsapp_number_to_hubspot_using_coexistence
Jul 09, 2026
Connect and customize a chat channel in help desk
hubspot
service_tools
connect_and_customize_a_chat_channel_in_help_desk
Jul 09, 2026
Connect and customize a chat channel in the conversations inbox
hubspot
service_tools
connect_and_customize_a_chat_channel_in_the_conversations_inbox
Jul 09, 2026
Connect channels to help desk
hubspot
service_tools
connect_channels_to_help_desk
Jul 09, 2026
Connect channels to the conversations inbox
hubspot
service_tools
connect_channels_to_the_conversations_inbox
Jul 09, 2026
Connect custom channels to help desk
hubspot
service_tools
connect_custom_channels_to_help_desk
Jul 09, 2026
Connect custom channels to the conversations inbox
hubspot
service_tools
connect_custom_channels_to_the_conversations_inbox
Jul 09, 2026
Connect whatsapp to the conversations inbox
hubspot
service_tools
connect_a_whatsapp_channel_to_the_conversations_inbox
Jul 09, 2026
Create a custom survey
hubspot
service_tools
create_a_custom_survey
Jul 09, 2026
Create a custom survey using the new survey editor
hubspot
service_tools
create_a_custom_survey_using_the_new_survey_editor
Jul 09, 2026
Create a knowledge base
hubspot
service_tools
create_a_knowledge_base
Jul 09, 2026
Create a knowledge base agent
hubspot
service_tools
create_a_knowledge_base_agent
Jul 09, 2026
Create and customize a knowledge base legacy
hubspot
service_tools
create_and_customize_a_knowledge_base_legacy
Jul 09, 2026
Create and customize knowledge base articles
hubspot
service_tools
create_and_customize_knowledge_base_articles
Jul 09, 2026
Access the customer success health score card on records
hubspot
service_tools
access_the_customer_success_health_score_card_on_records
Jul 09, 2026
Allow the customer agent to access and update crm data
hubspot
service_tools
allow_the_customer_agent_to_access_and_update_crm_data
Jul 09, 2026
Analyze help desk
hubspot
service_tools
analyze_help_desk_activities
Jul 09, 2026
Analyze knowledge base performance
hubspot
service_tools
analyze_knowledge_base_performance
Jul 09, 2026
Analyze quality assurance and customer experience scores
hubspot
service_tools
use_cx_and_qa_scores_to_analyze_help_desk_tickets
Jul 09, 2026
Analyze survey responses
hubspot
service_tools
analyze_survey_responses
Jul 09, 2026
Analyze your customer agents performance
hubspot
service_tools
analyze_customer_agents_performance
Jul 09, 2026
Apply sla goals retroactively in help desk
hubspot
service_tools
set_sla_goals_in_help_desk