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Overview
Service Hub OverviewPreferencesTriaging TicketsLive ChatSLA Targets & QueuesKB Authoring & VerificationYour Public Help CenterFeedback & CSAT ProgramsAI Autonomy Controls
Help CenterServiceService Hub Overview

Service Hub Overview

One place for your support team — Inbox, Knowledge, Feedback, and Overview

What Is the Service Hub?

The Service hub brings support tickets, your knowledge base, and customer feedback together under one roof.

The Servicehub is where your support team works. It replaces the separate Tickets, Knowledge Base, and Surveys pages with a single, deep-linkable workspace that has four sections. Every section runs on the same customer records your sales team already uses, so a support agent sees the open deal value, account tier, renewal date, owning rep, and recent sentiment for the person they are helping — with zero integration.

Where the old pages went
Tickets, the Knowledge Base, and Surveys are now sections inside Service. The old URLs (/tickets, /kb, /surveys) automatically redirect to the matching Service section, and “Surveys” has been renamed to Feedback. Your bookmarks and links keep working.

The Four Sections

Service is organized into Inbox, Knowledge, Feedback, and Overview.

Section Guide

  • Inbox— A three-pane workspace for support tickets: a queue list on the left, the conversation thread in the center, and a customer-context panel on the right. This is where agents reply, triage, assign, snooze, merge, and resolve — across every channel a ticket can arrive on, including email, your customer portal, and live chat.
  • Knowledge— Your internal knowledge base. Author articles with a block editor, organize them into a category tree, run them through a Draft → Review → Approved → Published workflow, and keep them trustworthy with a verification layer.
  • Feedback— Build CSAT, NPS, and CES surveys, send a CSAT survey automatically when a ticket is resolved, and see responses on the customer's record.
  • Overview— A role-aware dashboard with five lenses (Operations, Team Performance, CSAT, Channel Efficiency, and Self-Service Deflection) so leads and agents see the metrics that matter to them.

A horizontal section nav at the top of the hub lets you switch between the four sections. The nav carries live counts — for example the number of open tickets waiting in the Inbox — so you always know where work is piling up. On mobile, the section nav collapses to a dropdown.

The Team Performance Lens

See how each agent is doing, not just the queue totals.

The Team performancelens of the Overview breaks the numbers down per agent. Each row shows an agent's current open load alongside their median first-response time, median resolution time, and median CSATover the selected window. Medians (rather than averages) keep one unusual ticket from skewing the picture, so a lead can spot who is overloaded, who is fast, and where satisfaction is dipping — and coach from real numbers. An agent with no tickets in the window simply shows a dash for the medians, never a misleading zero.

Service Settings

Admins configure SLA targets, queues, macros, and AI autonomy in one place.

A gear affordance in the section nav opens Service Settings, where users with the right permissions configure SLA targets, ticket queues, reply macros, and the AI autonomy policy. The gear only appears if you have access to at least one settings area, so agents without admin rights never land on an empty page.

One record, two faces
The whole point of Service is that support shares the same customer record as the rest of the CRM. When you open a ticket, the context panel shows the relationship at a glance — open deals, lifetime value, renewal date, owning rep, and the last satisfaction score — so you can respond with the full picture instead of guessing.

Who Can Access Service

Access is permission-based and granular.

The Service hub appears in the sidebar for anyone who can view tickets, the knowledge base, or feedback. Within the hub, each section and action is gated by its own permission — for example, replying to a ticket needs ticket edit rights, and editing the autonomy policy needs the autonomy admin permission. The built-in Servicerole grants the day-to-day support agent everything they need; admins can fine-tune any role under Roles & Permissions.

Related Articles

Triaging Tickets in the Inbox— Work the queue, reply, assign, and resolve ticketsSLA Targets & Queues— Configure response targets and route tickets to queuesAuthoring & Verifying KB Articles— Write, review, publish, and verify knowledge base articlesFeedback & CSAT Programs— Run CSAT, NPS, and CES surveys and close the loopAI Autonomy Controls— Choose how much the AI copilot can do on its own
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