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Agent Serve · Support integration
Manage Help Scout conversations, replies, notes, and customers
Help Scout is a Support integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Help Scout integration provides 37 Help Scout tools and 13 real-time triggers that AI agents can use inside Agent Serve's visual workflow builder. Help Scout connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Connect Help Scout to search and read conversations and their threads, open new conversations, reply to customers, add internal notes and customer messages, change status, assignee, inbox, subject, customer, tags, and custom fields, and snooze conversations. Manage customers and their properties, look up organizations and saved replies, list inboxes, folders, users, teams, tags, and workflows, and run manual workflows. Trigger workflows from Help Scout webhooks for conversation and customer events.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Help Scout block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Help Scout automation is live.
37 Help Scout tools available in Agent Serve.
List and search Help Scout conversations by inbox, folder, status, tag, assignee, or search query. Returns 25 conversations per page.
Get a Help Scout conversation by ID, optionally with its threads.
Create a Help Scout conversation in an inbox with a first customer message, reply, or note. A new customer is created when the email is not already known.
Send a reply to the customer on a Help Scout conversation, or save it as a draft.
Add an internal note to a Help Scout conversation. Customers never see notes.
Add a message from the customer to an existing Help Scout conversation, for example one received on another channel. This reopens the conversation.
Change the status of a Help Scout conversation to active, open, pending, closed, or spam.
Assign a Help Scout conversation to a user or team.
Remove the assignee from a Help Scout conversation.
Change the subject of a Help Scout conversation.
Move a Help Scout conversation to another inbox.
Replace the full tag list on a Help Scout conversation. Tags left out are removed, [] removes every tag, and unknown tags are created.
Replace the custom field values on a Help Scout conversation. Fields left out are cleared, except Help Scout-managed fields such as Topic and Sentiment, which keep their value. Dropdowns take the option ID and dates use YYYY-MM-DD.
Snooze a Help Scout conversation until a future time, optionally waking it when the customer replies. A new snooze replaces the previous one.
End the snooze on a Help Scout conversation. It returns to its folder (Mine, Team, or Unassigned) and is reactivated if needed.
Change the primary customer of a Help Scout conversation.
Delete a Help Scout conversation.
List the threads (customer messages, replies, notes, and activity) of a Help Scout conversation, newest first, including full chat threads.
List and search Help Scout customers by inbox, name, modification date, or search query (for example by email). Returns 50 customers per page.
Get a Help Scout customer by ID, including emails, phones, websites, social profiles, and properties.
Create a Help Scout customer with a profile, email address, and phone number.
Update profile fields on a Help Scout customer and add an email address or phone number. Only the fields you provide are changed.
List the customer property definitions in Help Scout (slug, type, and dropdown options) used by Update Customer Properties.
Set or remove customer property values (for example plan or MRR) on a Help Scout customer, keyed by property slug.
List Help Scout organizations (companies), 50 per page, most recently active first by default.
Get a Help Scout organization by ID, optionally with its customer and conversation counts and property values.
List the Help Scout inboxes (mailboxes) the connected user can access.
List the folders in a Help Scout inbox with their conversation counts.
List the custom fields defined for a Help Scout inbox, with their IDs, types, and dropdown options.
List the saved replies (canned responses) in a Help Scout inbox with a preview of each.
Get the full text of a Help Scout saved reply for email and chat.
List Help Scout users, optionally filtered by exact email or by inbox.
Get the Help Scout user the connection acts as, and its company ID.
List the tags used across all Help Scout inboxes, in alphabetical order.
List the teams in the Help Scout account. Team IDs can be used to assign conversations.
List Help Scout workflows, optionally filtered by inbox or by type (manual or automatic).
Run a manual Help Scout workflow on up to 50 conversations. The conversations must be in the same inbox as the workflow.
Connect a Help Scout webhook to Agent Serve and your agent runs the instant an event happens, no polling, no delay.
Trigger workflow when a conversation is created in Help Scout
Trigger workflow when a customer replies to a Help Scout conversation
Trigger workflow when an agent replies to a Help Scout conversation (auto replies are not included)
Trigger workflow when a note is added to a Help Scout conversation
Trigger workflow when a Help Scout conversation is assigned
Trigger workflow when the status of a Help Scout conversation changes
Trigger workflow when the tags on a Help Scout conversation change
Trigger workflow when a Help Scout conversation is moved to another inbox
Trigger workflow when Help Scout conversations are merged
Trigger workflow when a Help Scout conversation is deleted
Trigger workflow when a customer is created in Help Scout (fires for every inbox)
Trigger workflow when a Help Scout customer is updated
Trigger on every supported Help Scout conversation and customer event
Ready-to-use templates featuring Help Scout. Click any to build it instantly.
Agent Serve's Help Scout integration adds 37 Help Scout tools and 13 real-time triggers to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage Help Scout conversations, replies, notes, and customers. Teams often pair Help Scout with Rippling and Linear in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Help Scout agents, connections, and team access your process needs.