Help Scout Tutorial

Introduction

Help Scout is an easy-to-use help desk software that enables small companies to provide their Webvisitors with personalized support. With our integration you can convert chats and offline messages into Help Scout conversations to keep track of your Webvisitor’s interactions.

Register account

Step 1

Go to the Addons section and select the Help Scout configure option.

Step 2

Just configure the add-on to fit your needs. Then click "Update settings".

Step 3

Next, you have to authorize our add-on to access your Help Scout account.

Step 4

We will redirect you to your Help Scout account. If you have not been logged in there already you have to do so now.

Step 5

Once you allowed access you'll be redirected to your Help Scout add-on configuration in the Userlike Dashboard.

The add-on is now ready to use. Please note that here you can always re-authorize access to your Help Scout account, e.g. when you accidentally revoked access in your Help Scout settings.

Sending offline messages to Help Scout

After the configuration process you can send offline messages to Help Scout. This will create a new conversation.

Sending chat transcripts to Help Scout

The same function is available for sending chat transcripts to Help Scout. You can also trigger the action from a chat session with a chat command.

  • $helpscout - Create Help Scout conversation from current chat

Help Scout Mailbox Name

You can find your Mailbox names in the "Mailboxes" drop-down menu in Help Scout Dashboard. Choose the name of the mailbox you want to connect to from Userlike.