Access the conversations inbox while on the go on your HubSpot mobile app for iOS and Android. You can respond to an open conversation, add a comment for another team member, or reassign a conversation to another team member.
- Open the HubSpot app on your device.
- Tap Menu, then tap Conversations in the left sidebar.
- If you're a user in a paid account and have multiple inboxes, tap the dropdown menu at the top and select an inbox.
- By default, a list of conversations that are assigned to you will appear. To view all conversations in the inbox, tap All open.
- Use the dropdown menus to filter conversations by status, channel, or assignee.
- To navigate to a different inbox view, tap the listView menu icon.
- If you have SLAs set up in your inbox, a label will appear in the message preview if a reply is overdue or the ticket needs to be closed.
- To respond to a thread, tap a conversation to open it:
- At the top of the conversation, the contact's name and online/offline status will appear. To view or edit the contact's record, tap the contact's name.
- If the visitor who started the conversation is unknown, tap the add plus icon then search for and select an existing contact to associate the conversation to.
- If you're using an Android device and have access to edit tickets, tap the + plus icon, then tap Ticket. To view and make edits to an existing associated ticket, tap the ticket id number:
- On the Associations tab, add or remove existing contact, company, or deal associations.
- To update the ticket's property values, tap the About tab, then tap Edit. Make edits to the ticket information, then click Save.
- To delete the associated ticket, on the About tab, tap Edit, then tap Delete.
- If any users with assigned Service Hub paid seats are already responding to the visitor or viewing the thread, their avatar will appear in the reply editor and a typing indicator will signal that they're actively responding. You should open another unassigned conversation.
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- Type a reply in the reply editor, using the icons to attach a file, insert a snippet, or share a knowledge base article. Then tap the send send icon.
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- To add a comment and mention another team member, tap the Comment tab. Type @ and your team member's name, then enter your message. Tap the send send icon.
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- To forward an email thread, tap the verticalMenumenu icon on the message in the thread, then tap Forward.
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- Tap the back arrow to navigate back to the list of conversations.
- To change your status to Away, tap the avatar in the top right.