Work in progress central location for customer-based policies.
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Your Support Workflow
🌅 Start
- Log in to Hubspot & set Help Desk “Available”
- Review all Slack notifications.
- Help Desk
How to Manage Hubspot Help Desk
☀️ Middle
- Actively respond to incoming chat tickets
- Downtime tasks: onboarding data, renewals, CRM projects, etc.
- Scan for fringe tickets (e.g. engineering holds with long delays)
🌇 End
- Check Help Desk & Tickets: Support Pipeline, try to leave as few 🎾 Our Turn tickets as possible.
- Set status as “Unavailable” to prevent off-hours assignment.
User-facing support guides
ShelterBuddy Support documentation: https://shelterbuddy.zendesk.com/hc/en-us