| Date | User | Brokerage | Question | Answer | Answered | Feedback | Page | Cost |
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| Date | User | Question |
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| Date | User | Question | Answer |
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| User | Questions | Answered | Helpful | Not Helpful | |
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| Date | User | Topic | Goal | Original Question |
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Paste a UserGuiding article ID — the title is fetched automatically. New lessons start as drafts and won't appear in the widget until you publish them with the toggle below.
Sections are visual dividers that group related lessons in the widget. Drop one anywhere in the list to label the lessons that follow.
Order is what brokers see in the Get Started tab. Use the arrows to reorder.
| # | Title | UG Article ID | Status | Audience | Actions |
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How many users opened each lesson, how many marked it complete, and what they rated it.
| Lesson | Opens | Completions | Got it | Still confused |
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| Date | User | Brokerage | Lesson | Status | Rating | Comment | |
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Every brokerage that's chatted with Scout shows up here. Paste the matching HubSpot Company ID next to each one so support tickets created from Scout get associated to the right Company record in HubSpot. Unmapped brokerages still get tickets — just without the company association.
How to find a HubSpot Company ID: open the Company in HubSpot, the ID is the number in the URL after /company/. Example: https://app.hubspot.com/contacts/12345/company/987654321.
| Brokerage | Type | Activity | HubSpot Company ID | Status |
|---|---|---|---|---|
| Click Brokerages tab to load. | ||||