📂 Service Tools
📄 Notes & Playbooks
- 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