customer support

Add Help Scout to your AI agent

Help Scout provides customer support software with shared inbox, knowledge base, and customer management tools

Things your agent can do in Help Scout
129

Things your AI can do in Help Scout

Your FormWise AI can handle any of these in Help Scout — on its own, without you needing to click a button.

  • Create Conversation

    Popular

    Tool to create a new conversation in Help Scout. Use when creating email, phone, or chat conversations with customer threads.

  • Create Customer

    Popular

    Tool to create a new customer in Help Scout with contact details and profile information. Use when you need to add a new customer with emails, phones, addresses, or other contact data.

  • Create Organization

    Popular

    Tool to create a new organization in Help Scout. Use when you need to create a company profile with associated domains, contact information, and metadata.

  • Create Webhook

    Popular

    Tool to create a new webhook subscription in Help Scout to receive real-time event notifications. Use when setting up webhook integrations to track conversations, customers, tags, or other events.

  • Get Conversation

    Popular

    Tool to retrieve a specific conversation by ID from Help Scout. Use when you need detailed information about a conversation including assignee, customer, tags, custom fields, and optionally embedded threads.

  • Get Customer

    Popular

    Tool to get a specific customer by ID from Help Scout. Use when you need to retrieve detailed customer information including contact details, profile data, and conversation history.

  • Get Inbox

    Popular

    Tool to retrieve a specific inbox by ID with details including name, email, and timestamps. Use when you need to get information about a particular mailbox or inbox.

  • Get Organization

    Popular

    Tool to retrieve a specific organization by ID from Help Scout. Use when you need to fetch details about an organization including name, website, domains, and contact information.

  • Get Resource Owner

    Popular

    Tool to get the authenticated user's profile information. Use when you need to retrieve details about the current user.

  • Get User

    Popular

    Tool to retrieve a specific user by ID from Help Scout. Use when you need detailed information about a user including their role, contact details, and profile data.

  • List Conversations

    Popular

    Tool to list and filter conversations from Help Scout. Use when you need to retrieve multiple conversations, search by status/tags/assignee, or access conversations modified since a specific date. Returns paginated results with conversation details including subject, status, customer info, and tags. Use the thread resource link inside each Conversation entity to load conversation threads separately.

  • List Customers

    Popular

    Tool to list customers in Help Scout with optional filters for name, email, or modification date. Use when you need to retrieve a list of customers, search for specific customers, or get customers modified since a certain date. Returns paginated results.

Show 117 more things it can do
  • List Inboxes

    Popular

    Tool to list all mailboxes (inboxes) the user has access to with pagination support. Use when you need to retrieve a list of all available inboxes or mailboxes.

  • List Organizations

    Popular

    Tool to list all organizations (companies) in Help Scout with optional filtering and sorting. Use when you need to retrieve a list of organizations, search for specific organizations by name, or get paginated organization results.

  • List Users

    Popular

    Tool to list all users in the Help Scout account with optional filters for mailbox or email. Use when you need to retrieve a list of team members, check user roles, or find users by email or mailbox assignment.

  • Update Conversation

    Popular

    Tool to update specific properties of a Help Scout conversation using JSON Patch format. Use when you need to modify conversation subject, status, assignment, mailbox, primary customer, or draft status. Each request updates one field at a time.

  • Update Customer

    Popular

    Tool to update an existing customer in Help Scout using JSON Patch operations. Use when you need to modify specific customer fields without replacing the entire record. Supports updating profile fields, address, and collections (emails, phones, etc.).

  • Update Organization

    Popular

    Tool to update an organization in Help Scout. Use when you need to modify organization details such as name, website, domains, or contact information. This is a complete update operation - provide all fields to avoid removal of existing data.

  • Create Chat Handle

    Tool to create a chat handle for a Help Scout customer. Use when you need to add a chat platform username (like Skype, AIM, Yahoo) to a customer's profile.

  • Create Chat Thread

    Tool to create a new chat thread on a Help Scout conversation. Use when adding a chat message to an existing conversation. Note: Conversations can have a maximum of 100 threads. Non-imported threads automatically reopen closed conversations.

  • Create Customer Address

    Tool to create an address for a Help Scout customer. Use when you need to add a physical address to a customer's profile.

  • Create customer email

    Tool to create an email for a customer in Help Scout. Use when you need to add a new email address to a customer's profile.

  • Create Customer Phone

    Tool to create a phone number for a Help Scout customer. Use when adding contact phone numbers to customer profiles.

  • Create Customer Property

    Tool to create a customer property definition in Help Scout. Use when you need to add custom fields to track additional customer information like subscription plan, tier level, or custom attributes. Maximum 50 customer property definitions per company.

  • Create Customer Thread

    Tool to create a new customer thread on a Help Scout conversation. Use when a customer needs to add a message to an existing conversation. The conversation will reopen unless imported mode is enabled. Conversations are limited to 100 threads maximum.

  • Create Customer Website

    Tool to create a website entry for a customer in Help Scout. Use when adding a website URL to an existing customer profile.

  • Create Note on Conversation

    Tool to create a new note thread on a Help Scout conversation. Use when you need to add internal notes to conversations. Notes are visible only to team members, not customers. Maximum 100 threads per conversation.

  • Create Organization Property

    Tool to create a new custom property definition for organizations in Help Scout. Use when you need to add custom fields to track organization-specific data like industry, account tier, renewal dates, or other metadata. Maximum 50 property definitions allowed per account.

  • Create Phone Thread

    Tool to create a new phone thread on a Help Scout conversation. Use when you need to log a phone call interaction with a customer on an existing conversation.

  • Create Reply Thread

    Tool to create a new reply thread on a Help Scout conversation. Use when sending a reply to a customer in an existing conversation. The reply can be published immediately or saved as a draft.

  • Create saved reply

    Tool to create a saved reply for a mailbox in Help Scout. Use when you need to create reusable message templates for email or chat responses.

  • Create Social Profile

    Tool to create a social profile for a customer in Help Scout. Use when you need to add social media profile information (LinkedIn, Twitter, Facebook, etc.) to a customer record.

  • Delete Chat Handle

    Tool to delete a chat handle for a customer. Use when you need to remove a chat handle associated with a customer account.

  • Delete Conversation

    Tool to move a conversation to the deleted folder. Use when you need to delete a conversation. The conversation can only be restored by a Help Scout administrator.

  • Delete customer

    Tool to permanently delete a customer by ID from Help Scout. This hard-deletes the customer including microsurvey responses and conversations (irreversible, GDPR compliant). Returns 403 if user lacks access to all conversations or customer has >100 conversations.

  • Delete Customer Address

    Tool to delete a customer's address from Help Scout. Use when you need to remove address information associated with a specific customer account.

  • Delete Customer Email

    Tool to delete an email for a customer. Use when you need to remove a customer's email address from Help Scout.

  • Delete Customer Phone

    Tool to delete a customer's phone number from Help Scout. Use when you need to remove a phone number associated with a specific customer account.

  • Delete Customer Property

    Tool to perform a soft delete on a customer property definition. The property is scheduled for permanent deletion, with its slug temporarily reassigned during the grace period.

  • Delete Customer Website

    Tool to delete a website for a customer. Use when you need to remove a website from a customer record.

  • Delete Organization

    Tool to delete an organization by ID. Use when removing an organization from Help Scout. This operation also removes the reference to this organization from all associated customers.

  • Delete Organization Property Customer Tier

    Tool to delete a customer tier property definition from organizations. This performs a soft-delete, and the property will be removed permanently after a grace period. Use when you need to remove a custom organization property definition.

  • Delete Saved Reply

    Tool to delete a saved reply from a mailbox. Use when you need to permanently remove a saved reply. Returns 204 No Content on successful deletion.

  • Delete Snooze

    Tool to delete a snooze on a conversation. Use when you need to remove a snooze from a conversation, which will place it into its new home folder (Mine, Team or Unassigned, based on assignee).

  • Delete Social Profile

    Tool to delete a social profile for a customer in Help Scout. Use when you need to remove a social media profile link from a customer record.

  • Delete Thread Schedule

    Tool to unschedule a scheduled thread in a conversation. Use when you need to convert a scheduled thread to a draft thread. The scheduled thread will be converted to a standard draft thread.

  • Delete Webhook

    Tool to permanently delete a webhook subscription from Help Scout. Use when you need to remove webhook integrations that are no longer needed.

  • Download Attachment

    Tool to download an attachment file from a Help Scout conversation. Use when you need to retrieve the actual file content of an attachment.

  • Get Attachment Data

    Tool to retrieve attachment data for a specific attachment. Returns base64-encoded attachment content.

  • Get Busy Times Report

    Tool to get busiest time of day report showing conversation volume by day and hour. Use when you need to analyze conversation patterns to identify peak support hours or optimize team scheduling. Requires Plus or Pro plan.

  • Get Chat Report

    Tool to retrieve comprehensive chat report statistics from Help Scout. Use when you need to analyze chat performance metrics including conversation volume, wait times, response times, message counts, and chat durations. Supports period-over-period comparisons and filtering by mailboxes, tags, or folders. Note: Only available to Plus and Pro plans.

  • Get Company Customers Helped Report

    Tool to retrieve company customers helped report showing distinct customer count receiving support. Use when you need to analyze how many unique customers were helped during a specific period, compare periods, or track customer engagement trends. Available only for Plus and Pro plans.

  • Get Company Drilldown Report

    Tool to retrieve company drilldown report showing underlying conversation data for company statistics. Use when you need to analyze conversations by various dimensions like reply counts, response times, or resolution metrics. Available only for Plus and Pro plans.

  • Get Company Report

    Tool to retrieve overall company performance report from Help Scout. Returns metrics like customers helped, conversations closed, total replies, and per-user statistics for a specified time period. Use when you need to analyze team performance, track support metrics, or generate reports on customer service activity.

  • Get Conversations Drilldown Report

    Tool to get conversations drilldown report from Help Scout. Use when you need detailed conversation data for a specific time period. Available on Plus and Pro plans only.

  • Get Conversations Field Drilldown Report

    Tool to get conversations drilldown by field report from Help Scout. Use when you need to analyze conversations by specific tags, saved replies, workflows, or customers for a time period.

  • Get Conversations Report

    Tool to get overall conversations report with statistics on conversation volume, channels, and trends. Use when you need insights on conversation patterns, busiest times, top customers, tags, or custom field analytics. Supports optional previous period comparison for trend analysis.

  • Get Customer Address

    Tool to retrieve a customer's address from Help Scout. Use when you need to fetch the physical address associated with a specific customer account.

  • Get Docs Report

    Tool to retrieve overall docs performance report from Help Scout. Returns metrics like unique visitors, browse and search actions, popular searches, top articles, and top categories for a specified time period. Use when you need to analyze documentation usage, track knowledge base effectiveness, or identify popular content.

  • Get Email Report

    Tool to retrieve email report with volume, resolution, and response metrics from Help Scout. Returns statistics like email conversations, response times, resolution rates, and time distributions for a specified period. Use when you need detailed email performance analytics or trend comparisons.

  • Get First Response Time Report

    Tool to retrieve first response time productivity report showing average response duration. Use when you need to analyze team response performance, track response time trends, or compare response times across different periods. Available only for Plus and Pro plans.

  • Get Happiness Ratings Report

    Tool to retrieve happiness ratings report with customer satisfaction scores and feedback from Help Scout. Returns paginated list of ratings including conversation details, rating scores (Great/OK/Not Good), customer comments, and associated agent information. Use when you need to analyze customer satisfaction metrics or gather feedback data.

  • Get Happiness Report

    Tool to retrieve overall happiness report from Help Scout. Returns customer satisfaction metrics including ratings percentages, counts, and happiness scores for a specified time period. Use when you need to analyze customer satisfaction trends, track happiness scores, or generate reports on customer feedback.

  • Get New Conversations Drilldown Report

    Tool to get new conversations drilldown report showing underlying conversation data for new conversations created within a time period. Use when you need to analyze newly created conversations with detailed information. Available only for Plus and Pro plans.

  • Get New Conversations Report

    Tool to get new conversations report showing conversation counts over time intervals. Use when you need to analyze new conversation trends, compare time periods, or track conversation volume patterns.

  • Get Organization Conversations

    Tool to get conversations associated with an organization in Help Scout. Use when you need to retrieve all conversations linked to a specific organization. Returns paginated results with HAL+JSON format.

  • Get Organization Customers

    Tool to get customers associated with an organization in Help Scout. Use when you need to retrieve a list of all customers belonging to a specific organization. Returns paginated results with 50 customers per page.

  • Get Organization Property

    Tool to retrieve a single organization property definition by its slug identifier. Use when you need to get details about a specific custom property configured for organizations, including its type, display name, and available options.

  • Get Phone Report

    Tool to retrieve phone report statistics from Help Scout. Returns metrics like phone conversations, phone calls created, and customer counts for a specified period. Use when you need to analyze phone support performance or track phone activity trends. Note: Only available to Plus and Pro plans.

  • Get Productivity Report

    Tool to retrieve productivity overall report showing comprehensive team performance metrics. Use when you need to analyze productivity statistics including response times, resolution times, handle times, and conversation volumes. Available only for Plus and Pro plans.

  • Get Received Messages Report

    Tool to retrieve received messages statistics report from Help Scout. Returns count of customer-originated messages over time, broken down by day, week, or month. Use when you need to analyze incoming message volume trends or compare message counts across different time periods.

  • Get Replies Sent Report

    Tool to get replies sent productivity report showing reply volume metrics over time. Use when you need to analyze reply activity trends, compare periods, or track team productivity. Requires Plus or Pro plan.

  • Get Resolution Time Report

    Tool to retrieve resolution time productivity report showing average time to resolve conversations. Use when you need to analyze team resolution performance, track resolution time trends, or compare resolution times across different periods. Available only for Plus and Pro plans.

  • Get Resolved Report

    Tool to retrieve productivity resolved report from Help Scout. Returns the number of resolved conversations over time for a specified period. Use when you need to analyze team productivity, track resolution rates, or generate reports on conversation closures.

  • Get Routing Configuration

    Tool to retrieve routing configuration for a mailbox inbox. Use when you need to check assignment settings, rotation status, or user eligibility for receiving conversations.

  • Get Saved Reply

    Tool to retrieve a specific saved reply from a mailbox. Use when you need to get details about a saved reply template including its text content for email and chat.

  • Get Tag

    Tool to retrieve a specific tag by ID from Help Scout. Use when you need to get details about a tag including its name, slug, and color.

  • Get User Chat Report

    Tool to retrieve user/team chat report statistics from Help Scout. Returns metrics like new conversations, messages per chat, response time, wait time, and duration for a specified period. Use when you need to analyze chat support performance or track chat activity trends for a specific user or team.

  • Get User Conversation History

    Tool to retrieve detailed conversation history for a specific user over a designated timeframe. Use when you need to analyze a user's conversation performance, track response times, or review conversation details. Available only for Plus and Pro plans.

  • Get User Customers Helped Report

    Tool to retrieve user customers helped report showing distinct customer count receiving support from a specific user. Use when you need to analyze how many unique customers were helped by an individual team member during a specific period, compare periods, or track user performance. Available only for Plus and Pro plans.

  • Get User Drilldown Report

    Tool to get user drilldown report from Help Scout. Use when you need detailed conversation data for a specific user within a time period. Available only for Plus and Pro plans.

  • Get User Happiness Report

    Tool to retrieve user happiness report from Help Scout. Returns customer satisfaction metrics for a specific user including ratings percentages, counts, and happiness scores for a specified time period. Use when you need to analyze individual user performance on customer satisfaction.

  • Get User Ratings Report

    Tool to retrieve user happiness ratings drilldown report showing customer satisfaction ratings for a specific user. Use when you need to analyze customer feedback, track happiness scores, or review rating comments for an individual support team member. Available only for Plus and Pro plans.

  • Get User Replies Report

    Tool to retrieve user replies report showing the number of replies sent by a specific user over time. Use when you need to analyze reply volume, track user productivity, or compare reply patterns across different time periods. Available only for Plus and Pro plans.

  • Get User Report

    Tool to retrieve overall user/team performance report from Help Scout. Returns detailed metrics including conversations resolved, response time, happiness score, and customer interactions for a specific user. Use when analyzing individual team member performance or generating user-specific reports. Available only for Plus and Pro plans.

  • Get User Resolutions Report

    Tool to retrieve user resolutions report showing the number of conversations resolved by a specific user over time. Use when you need to analyze resolution trends, track individual performance, or compare resolution rates across different time periods. Available only for Plus and Pro plans.

  • Get User Status

    Tool to get the status of a user in Help Scout. Use when you need to check a user's email availability (active/away) or chat status across mailboxes.

  • Get Volume by Channel Report

    Tool to retrieve conversation volume by channel (email, chat, phone) over a specified time period. Use when you need to analyze conversation volume trends across different communication channels. Requires Help Scout Plus or Pro plan.

  • Get Webhook

    Tool to retrieve a specific webhook by ID from Help Scout. Use when you need to view webhook configuration details including URL, events, state, and other settings.

  • List Chat Handles

    Tool to list all chat handles for a specific customer in Help Scout. Use when you need to retrieve chat service accounts (Skype, AIM, ICQ, etc.) associated with a customer.

  • List Customer Emails

    Tool to list all emails for a specific customer in Help Scout. Use when you need to retrieve all email addresses associated with a customer profile.

  • List Customer Phones

    Tool to list all phone numbers for a specific Help Scout customer. Use when you need to retrieve the phone contact information for a customer.

  • List Customer Properties

    Tool to list all customer property definitions. Use when you need to view all custom properties configured for customers in the Help Scout account.

  • List Customer Websites

    Tool to list all websites associated with a specific customer in Help Scout. Use when you need to retrieve all website URLs linked to a customer profile.

  • List Inbox Custom Fields

    Tool to list all custom fields configured for a specific inbox. Use when you need to retrieve custom field definitions including field types, options, and display order.

  • List Inbox Folders

    Tool to retrieve all folders within a specific inbox/mailbox. Use when you need to list folders for organizing conversations or access folder details like ticket counts.

  • List Organizations Properties

    Tool to list all organization property definitions. Use when you need to view all custom properties configured for organizations in the Help Scout account.

  • List Saved Replies

    Tool to list saved replies for a mailbox. Use when you need to retrieve all saved reply templates available in a specific mailbox.

  • List Social Profiles

    Tool to list all social profiles for a customer in Help Scout. Use when you need to retrieve a customer's social media profile information (LinkedIn, Twitter, Facebook, etc.).

  • List Tags

    Tool to list all tags in Help Scout with pagination support. Use when you need to retrieve all available tags in alphabetical order. Returns tag details including name, color, and ticket count.

  • List Teams

    Tool to list all teams in Help Scout with pagination support. Use when you need to retrieve a list of all available teams.

  • List Threads

    Tool to list all threads for a specific Help Scout conversation. Use when you need to retrieve the complete message history and interactions within a conversation. Threads are sorted by createdAt from newest to oldest by default.

  • List Users Status

    Tool to list the status of all users including email and chat availability. Use when you need to check which users are currently active, away, or available for different channels.

  • List Webhooks

    Tool to retrieve all webhooks configured in Help Scout. Use when you need to view all webhook subscriptions and their configurations.

  • List Workflows

    Tool to list all workflows (automation rules) in the account with optional filters for mailbox, type, and status. Use when you need to retrieve workflows to view automation rules configured in Help Scout.

  • Overwrite Customer

    Tool to overwrite an existing customer in Help Scout, replacing all customer data. Use when you need to completely replace a customer's profile information. Fields not provided in the request will be set to null, effectively removing them.

  • Publish Thread Schedule

    Tool to publish a scheduled thread immediately in a Help Scout conversation. Use when you need to send a scheduled message sooner than originally planned. The draft thread is turned into a reply/forward thread and the message is sent to the customer immediately.

  • Remove Organization Property Value

    Tool to remove an organization property value. Use when clearing the value of a custom property for a specific organization. The property definition itself is not deleted, only its value for this organization is cleared.

  • Run Manual Workflow

    Tool to run a manual workflow on one or more conversations in Help Scout. Use when you need to execute workflow actions on specific conversations. Only manual workflows can be executed via this action, and all conversation IDs must be from the same inbox as the workflow.

  • Set Organization Property Value

    Tool to set or update a property value for a specific organization. Use when you need to assign a value to a custom property field on an organization, such as setting their tier, industry, or other metadata.

  • Set User Status

    Tool to set the status of a user in Help Scout. Use when you need to change a user's availability to 'active' or 'away'. Administrators and Account Owners can edit other users' status.

  • Update Chat Handle

    Tool to update a chat handle for a Help Scout customer. Use when you need to modify an existing chat platform username (like Skype, AIM, Yahoo) associated with a customer's profile.

  • Update Conversation Tags

    Tool to update tags on a conversation in Help Scout. Use when you need to add, remove, or replace tags on a conversation. This operation replaces the entire tag set - any existing tags not included will be removed.

  • Update Conversation Thread Schedule

    Tool to update an existing schedule for a conversation thread in Help Scout. Use when you need to change when a reply or forward thread should be sent. Subsequent requests override previous schedules for the same thread.

  • Update Custom Fields

    Tool to update custom fields on a Help Scout conversation. The complete fields list replaces existing data—omitted fields are removed. Use when you need to set or clear custom field values on a conversation.

  • Update Customer Address

    Tool to update an existing address for a Help Scout customer. Use when you need to modify a customer's physical address.

  • Update customer email

    Tool to update an existing email for a customer in Help Scout. Use when you need to modify a customer's email address or change its type (home/work/other).

  • Update Customer Phone

    Tool to update an existing phone number for a Help Scout customer. Use when modifying phone number details or type for a customer's profile.

  • Update Customer Properties

    Tool to update custom property values for a Help Scout customer using JSON Patch operations. Use when you need to modify existing property values like subscription plan, tier level, or custom attributes. Properties must be created first before updating values.

  • Update Customer Social Profile

    Tool to update an existing social profile for a customer in Help Scout. Use when you need to modify a customer's social media profile URL or handle, or change its type.

  • Update Customer Website

    Tool to update an existing website URL for a customer in Help Scout. Use when modifying a website entry on a customer's profile.

  • Update Mailbox Routing Configuration

    Tool to update routing configuration for a mailbox inbox in Help Scout. Use when you need to enable/disable routing, change assignment limits, modify assignment strategy, or update the list of users in rotation.

  • Update Organization Property

    Tool to update an organization property definition in Help Scout. Use when you need to modify the name or options of an existing custom property. Note: Property type and slug cannot be changed after creation.

  • Update Organization Property Industry

    Tool to update the industry organization property definition in Help Scout. Use when you need to modify the display name or available dropdown options for the industry field. Note: updating options replaces the entire list and removed options cascade delete existing values.

  • Update saved reply

    Tool to update an existing saved reply in a Help Scout mailbox. Use when you need to modify the name or content of a saved reply template.

  • Update Conversation Snooze

    Tool to update or set a snooze on a Help Scout conversation. Use when you need to snooze a conversation until a specific date/time, optionally unsnoozing when the customer replies.

  • Update Thread

    Tool to update a specific thread in a Help Scout conversation using JSON Patch format. Use when you need to modify thread text content or hide/unhide a thread. Requires admin-level access or thread editing enabled for the account.

  • Update Webhook

    Tool to update an existing webhook subscription in Help Scout. Use when modifying webhook configuration such as URL, events, secret, or other settings.

  • Update Workflow Status

    Tool to update the status of a Help Scout workflow (enable/disable automation rule). Use when you need to activate or deactivate a workflow.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Help Scout is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Help Scout, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Help Scout for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Help Scout work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Help Scout to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Help Scout in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Help Scout.

  3. 3

    Hit "Connect"

    Click "Connect Help Scout" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Help Scout

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Help Scout actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Help Scout for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Help Scout workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Help Scout users had before signing up

Do I need to know how to code?

Not even a little. If you can use Help Scout today, you can set this up. You'll connect Help Scout, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Help Scout login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Help Scout or delete everything any time.

What happens when Help Scout updates their app?

We handle it. When Help Scout adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Help Scout takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Help Scout — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Help Scout on FormWise

Help Scout provides customer support software with shared inbox, knowledge base, and customer management tools

Connect Help Scout once and your FormWise AI gets 129 things it can do inside it. That means your AI can handle the Help Scout work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Help Scout? Take a look at www.helpscout.com.

Stop doing the Help Scout work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.