🔗 HubSpot KB Bridge: Report on chat and email conversations
💡 Core Capability
Use the Email Overview and Chat Overview default dashboards to report on conversations taking place in the inbox or help desk. These reports use conversation properties to provide valuable insights into how your team interacts with customers, including how conversations are distributed across your team, which chatflows are performing best, and how long your website visitors are waiting for a response from your team.
🛠️ Key Operations & Headings Outline
- Add the Chat and Email Overviews to your dashboard
- Add the Chat Overview to your dashboard
- Add the Email Overview to your dashboard
- Use the reports on your dashboard
- Analyze a report
- Customize a report
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot