The HubSpot Inbox receives all your non - call communication from users
Video Tutorial
The HubSpot Inbox has been configured to receive all non-calling communication from our users. Whether it's a submitted form, chat, support email or a voicemail message, they will all be routed into the HubSpot Inbox.
In the Inbox you will set yourself to Available or Away (if you are using the Chat feature), you can choose your Team (if you have access to more than one), and you can move between specific folders much like your email inbox. The available folders may be different based on your team.
Emails, Voicemails and Forms will all populate in the Unassigned folder at the top. If you see an Unassigned communication please feel free to open it and assign it to yourself if you are comfortable with assisting the issue.
NOTE: Please respond to these users from inside the ticket. vCreative team if you respond from this Inbox view, the email will be sent from our support email address. PromoSuite team you will not have an option to respond from the Inbox view.
Chat conversations will be assigned directly to the available team members and will populate in the Assigned to Me folder.
Chat replies to users are entered in the Live Chat text box at the bottom of the page. That is the same location the user comments will appear.
NOTE: If you delete a chat conversation, that will also delete the ticket
Please reach out to Shelly if you have any questions - thank you!
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