[
Service... Reviews
](https://www.g2.com/products/hubspot-service-hub/reviews)

[
Service... Reviews
](https://www.g2.com/products/hubspot-service-hub/reviews)

# HubSpot Service Hub Features

##### 
## Platform (19)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Customization

Allows users to customize chat colors, text, logos, and branding.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integration

Integrates with other customer service software to improve support and enhance functionality

Reporting

Provides analytics tools that reveal important business metrics and track progress

Dashboards

Displays important metrics relating to performance

Reporting & Dashboards

Access pre-built and custom reports and dashboards for viewing

API & Integrations

The number of sources from which the platform can pull customer data and how well those integrations are supported.

Data Import & Export Tools

Ability to input, modify, and extract data from the application in bulk through a structured file.

Workflow Capability

Automates everday customer success functions for more efficient and effective day-to-day processes.

Notifications

Set alerts for customer actions in order to respond quickly and proactively.

Customization

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Scalability

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Data Security

The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Performance & Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Conversation Editor

Allows business to edit conversations to meet the unique needs of one's business.

Integration

Gives users the ability to update systems, like CRM, based on conversations.

Human-In-The-Loop

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

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##### 
## Ticket and Case Management (8)

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Ticket Response User Experience

User Experience of responding and receiving a response

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions

Automated Response

Respond to common requests with standard reply

SLA Management

Offers tools for managing and tracking service-level agreements (SLAs)

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Customer/Contact Database

Central repository for account and contact information

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##### 
## Communication Channels (5)

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Live Chat Support

Ability for customer service agents to communicate with customers via live chat to solve problems live

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Voice

Make and receive calls directly in the application. Track and record calls for analysis.

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##### 
## Customer Information (7)

Customer Health Scores

Provides users a customer-specific score to determine the overall satisfaction of each customer.

Customer Monitoring

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Customer Profiles

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Playbooks

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Customer Segments

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Product Engagement

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Surveys

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

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##### 
## Predictions (4)

Churn Risk

Calculates the risk that your customers will not renew or continue using your product or service.

Upsell Opportunities

Discovers and highlights factors that lead to upsell opportunities.

Custom Triggers

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Machine Learning

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

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##### 
## Survey Management (4)

Brand Design Consistency

Creates feedback forms that are consistent with the design of the site.

Survey Deployment

Supports the creation and deployment of different survey types on different channels or devices.

Feedback Collection

Solicits, captures, and centralizes feedback from both structured and unstructured sources.

Device Responsiveness

Allows designs to adapt automatically to the device that users access the survey or software.

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##### 
## Process Management (4)

Feedback Aggregation

Aggregates feedback and transforms feedback into actionable insights.

Trigger Alerts

Triggers creation of a new case after customer leaves feedback.

Real-Time Analysis

Analyze collected feedback near or in real-time.

Real-Time Action

Trigger strategic workflows to quickly resolve issues and increase customer satisfaction.

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##### 
## System Management (2)

Security

Provides a secure and compliant system.

System Monitoring

Continually inspects, audits, and monitors system to keep it up to date.

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##### 
## Self-Service Experience (5)

Knowledge Base

Provides a repository of information that can be used by those seeking support.

Searchable Articles

Makes articles in the knowledge base searchable on the web.

Community Forums

Enables users to engage with other users to solve common issues.

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Personalization

Gives the user targeted, personalized results based on their activity or preferences

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##### 
## Self-Service Platform (4)

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automation

Automates some or all operation related tasks

Artificial Intelligence

Utilizes artificial intelligence to improve workflows or customer experiences

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

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##### 
## Communication (5)

Pop-up Chat

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Notifications

Delivers notifications to both sides of the conversation.

Targeted Emails

Sends automated emails to further engage clients and potential clients.

In-App Messaging

Allows for live chat to be enabled within the app for customer help.

Co-Browsing

Allows agents to join a customer's browser session and navigate through the website with them.

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##### 
## Internal Use (6)

Customization

Allows users to customize chat colors, text, logos, and branding.

Conversation Archiving

Archives conversations in a separate location for later reference.

Lead Development

Enables employees to denote potential customers.

Knowledge Base

Establishes a knowledge base for employee reference during conversations.

Team Inbox

Provides a central location for help requests, helping employees respond sooner.

Customer Profiles

Allows for the creation of profiles for contacts and customers.

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##### 
## Productivity Tools (7)

Notes

Allows users to leave notes or comments on emails or relevant cases.

Internal Discussion

Provides a dedicated space or a thread feature that allows for long-form discussion.

Assignments and Tasks

Offer in-application assignment and task tracking functionality.

Workflows

Allows users to create and follow predetermined workflows attached to actions.

Templates

Allows users to create canned answers or templates for email responses.

Integrations

Integrates without outside software to provide additional functionality or pull information.

Tagging System

Provides a tagging system to allow users to sort emails by relevant subject.

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##### 
## Analytics (3)

Trends

Analyzes trends in email content and resolution.

Performance Tracking

Tracks performance and productivity of users inside the application.

Email Tracking

Tracks email analytics like emails opened, how long the email was opened for, etc.

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##### 
## Responses (3)

Personalization

Provides personalized responses to interlocator based on segmentation or past responses.

Route To Human

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Natural Language Understanding (NLU)

Can have a natural, human-like conversation with an interlocator.

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##### 
## Conversational Platform (4)

Personalization

Identifies the customer and personalizes interaction at every touchpoint.

Omnichannel

Allows multiple related channels to interact at once to reduce transfers.

Contextual Engagement

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Proactive Engagement

Provides features for sending outbound messages to engage customers through proactive support.

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##### 
## Support Automation (4)

Intelligent Routing

Can route contacts to agents the customer has worked with before.

Seamless Escalation

Provides features for escalating conversations to the appropriate agent.

Transcripts

Maintains a transcript of conversations from all channels.

Self-Serve Support

Enables customers to resolve queries or issues without the assistance of an agent.

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##### 
## Generative AI (15)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Automation - AI Agents (5)

Sales Follow-Up

Allows users to automate responses to customer inquiries across various channels.

Customer Interaction Automation

Allows users to automate responses to customer inquiries across various channels.

Lead Generation

Allows users to automate the process of generating and qualifying sales leads.

Document Processing

Allows users to automate the handling, processing, and management of documents.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

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##### 
## Autonomy - AI Agents (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### 
## Automation (3)

Customer Interaction Automation

Allows users to automate responses to customer inquiries across various channels.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Document Processing

Allows users to automate the handling, processing, and management of documents.

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##### 
## Autonomy (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### 
## Customer Query Resolution - AI Customer Support Agents (5)

Automated Ticket Resolution

Allows the AI agent to autonomously resolve customer queries without human intervention.

Contextual Response Generation

Enables the AI agent to provide accurate answers based on the context of customer inquiries.

Sentiment Analysis

Allows the AI agent to analyze customer sentiment and adjust responses accordingly.

Knowledge Base Utilization

Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.

Multilingual Support

Provides users the ability to interact with the AI agent in multiple languages for global support.

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##### 
## Customer Interaction Automation - AI Customer Support Agents (4)

Proactive Customer Outreach

Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.

Feedback Collection

Provides users the ability to automate gathering and analyzing customer feedback after interactions.

Escalation Handling

Allows the AI agent to identify when issues require human intervention and escalate them appropriately.

Workflow Optimization

Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.

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##### 
## Agentic AI - Customer Self-Service (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Help Desk (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Customer Success (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

##### 
## Agentic AI - Shared Inbox (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Decision Making

Makes informed choices based on available data and objectives

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