Analytics Tools & Software Help Centers

Help Scout Support

Frequently asked questions and support documentation for Help Scout

Understanding Reports in Help Scout - Help Scout Support

Now that you're well on your way to providing your customers with an excellent support experience, it's time to grab a cup of coffee and take a peek at our hand

Connect HubSpot With Help Scout to Manage Customer Data - Help Scout Support

HubSpot is the marketing hub for your business, giving you the ability to manage customers, send emails, create content and track opportunities. Connecting HubS

Reports: Company and User - Help Scout Support

We're particularly fond of the Company and User reports for one big reason: total accountability. At a glance, the Company report shows you how many customers y

Reports: Email - Help Scout Support

Our Email report measures efficiency working with email conversations. You'll be able to keep track of how your team is performing in terms of time spent addres

Connect Jira With Help Scout to Link Conversations and Issues - Help Scout Support

Jira helps you track and resolve bugs and other issues with powerful workflows, planning features, and comprehensive search — giving your team full control of t

Connect Mixpanel With Help Scout for Advanced Analytics - Help Scout Support

Mixpanel is an advanced analytics platform that enables web and mobile applications to measure any action, connect each action to a real person and leverage the

Connect Keap to Help Scout to View Information in the Sidebar - Help Scout Support

Keap, formerly known as Infusionsoft, is a popular small business CRM tool that allows users to organize contacts, automate marketing and manage eCommerce inven

Connect FullStory With Help Scout to See Sessions in the Sidebar - Help Scout Support

FullStory lets you watch DVR-like video playback of a user’s session on your website. Support and product teams get unique insight into what happened before, du

Analytics - Help Scout Support

Integrations to help you analyze data from Help Scout

Ecommerce - Help Scout Support

Connect to ecommerce apps like Shopify, WooCommerce, and more

Reports - Help Scout Support

Information on in-app reports with explanation of metrics

Marketing - Help Scout Support

Keep your marketing and support teams in sync with these integrations

Connectors - Help Scout Support

Apps that help you connect Help Scout to other apps

Apps - Help Scout Support

Build custom apps and integrations using Help Scout's API and apps tools

Work With Custom Fields - Help Scout Support

Custom fields help you to categorize, prioritize, or further diagnose conversations based on the support needs for your product or service. Set fields to requir

Reports: All Channels - Help Scout Support

The All Channels report is all about volume, but it also helps you get a handle on just how busy the help desk is. More importantly, you're able to really dive

Reports: Docs - Help Scout Support

If you're using Docs, your customers are likely reading through your help articles before getting in touch. The Docs report helps you understand what your custo

Categorize Incoming Email - Help Scout Support

Sometimes as people who work with customers, we may take one look at our inbox and instantly feel overwhelmed. Fifty new emails came in since the last time we l

AI Drafts - Help Scout Support

NEW AI Drafts allows your team to leverage the power of OpenAI's GPT-4 to generate replies to your customers in a draft state, learning from previous conversati

Reports: Happiness - Help Scout Support

Built around customer satisfaction ratings, the Happiness report is a simple but powerful tool used to measure customer experience. Ratings are calculated both

Customer Profiles - Help Scout Support

Profiles in Help Scout are built automatically when a customer emails your support address for the first time. We'll also create a profile when you compose a ne

Use Report Views to Filter Reporting Data - Help Scout Support

Views are a simple and efficient way for you to filter conversation data within the reports built in to Help Scout. In most reports, you can choose to filter da

Help Scout's Inbox API, Docs API, Beacon JavaScript, Apps, and Open Source Tools - Help Scout Support

Help Scout offers many integrations right out of the box, but there are lots of other apps out there in the world that you might want to connect — maybe even so

Reports: Phone - Help Scout Support

The Phone report is a very simple and straightforward measure of the volume of phone calls logged in Help Scout. Standard plans can report on the last 2 years o

Add Analytics Code to Track Docs Visitors - Help Scout Support

Web analytics show you a custom view of what's happening on your Docs site. It's helpful if you're wanting to track data such as page views, bounce rates, or th

AI Summarize - Help Scout Support

AI Summarize will give you a summary of a conversation with a single click and is an OpenAI powered tool to help your team focus on providing top-notch support.

AI Answers - Help Scout Support

NEW Say hello to a smarter, faster way to delight your customers: an AI-powered agent in Help Scout! Whether you’re managing a busy support queue or striving to

What's New with User Roles: Light Users - Help Scout Support

We have introduced a new user role called Light Users, available to current Plus and Pro plans. This article will tell you a little bit about that role and how

Account Management - Help Scout Support

Frequently asked questions and support documentation for Help Scout