Help Scout integration
Simple Customer Service Software and Education.
What your agents can do with Help Scout
9 pre-built Help Scout tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Send Reply
Sends a reply to a conversation. Be careful as this sends an actual email to the customer.
Create Customer
Creates a new customer record in Help Scout.
Add Note to Conversation
Adds a note to an existing conversation in Help Scout.
Triggers (6)
New Note Created (Instant)
Emit new event when a note is added to a conversation.
New Customer Reply (Instant)
Emit new event when a customer replies to a conversation.
New Customer Added (Instant)
Emit new event when a new customer is added.
New Conversation Created (Instant)
Emit new event when a new conversation is created.
New Conversation Assigned (Instant)
Emit new event when a conversation is assigned to an agent.
New Agent Reply (Instant)
Emit new event when an agent replies to a conversation.
Set up Help Scout in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Help Scout account
In Relevance AI, open Integrations and add Help Scout. You will be sent to Help Scout to sign in and approve access, and the connection is stored against your workspace.
Use Help Scout in an agent
Create a tool, add a Help Scout tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Help Scout to work in your agents
Connect Help Scout alongside 1,800+ other integrations and let your agents run the busywork.