Quick tipHow toService Hub

Custom views in the conversations inbox

Views work like folders for conversations.

Subscription
Inbox tiers
Permissions
Custom views access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: create custom views to filter conversations, which appear in the inbox sidebar with standard views. It needs Custom views access. Accounts created after April 1, 2024 can't create views based on ticket properties in the inbox.

1. In HubSpot

The relevant screen in my demo portal.

Inboxes settings with the admin banner and the channels table highlighted
Admin banner (1) and channels (2).

2. Worth knowing

For ticket-based work, help desk views are the newer option.

3. Related

Help desk vs inbox.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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