Help Scout

Helpdesk management

  • Enables shared team inbox so teams can filter and assign emails, annotate requests, track history and previous conversations, create and assign custom tags, and define conversation statuses for at-a-glance management

  • Provides conversation reports and defines busiest days, messages received, total conversations, new conversations, most active customers and number of customers

  • Enables custom reporting features so teams can generate happiness, productivity, and doc reports by combining conditions like mailbox type, tags, and folders

  • Files emails into knowledge base for snippet management and reports on visitor interaction, failed searches, top articles, or top categories so teams can optimize content and user support questions

Help Scout

How Help Scout works

Help Scout has an API that lets you add and update customers to keep things up to date so that when someone emails, your agents know who they are. To get things up and running on your own it would require a server to be spun up and scripts written that pull data from your user database and format it for the Help Scout API. Any customer attributes based on site or app usage would be difficult to implement since Help Scout doesn’t have a Javascript API or mobile SDKs to update customers.

Create multiple mailboxes for each shared email address so you can work across departments, or manage several products/brands from a single account.
Create multiple mailboxes for each shared email address so you can work across departments, or manage several products/brands from a single account.
Notes, tagging, saved replies, and real time collision detection, so you can deliver personalized support.
Notes, tagging, saved replies, and real time collision detection, so you can deliver personalized support.
Reports help you keep track of all the key support metrics, employee performance and customer satisfaction.
Reports help you keep track of all the key support metrics, employee performance and customer satisfaction.
Help Scout

Get more out of Help Scout with Segment

Once you’re set up with Segment and identifying your customers, those user traits get send to Help Scout automatically with no additional code or setup required on your part. An email address is required, but all other custom traits will also appear automatically. By using Segment’s integration to install Help Scout you can entirely skip the development process and save time for your technical resources, not to mention reduce duplicative event tracking code on your site(s).

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Integrate Help Scout with Segment

Segment makes it easy to set up Help Scout.