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.
Help Scout
129 tools available
Help Scout provides customer support software with shared inbox, knowledge base, and customer management tools
customer supportcommunication
Tools & actions 129
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 Conversation
Tool to create a new conversation in Help Scout. Use when creating email, phone, or chat conversations with customer threads.
Create Customer
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 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
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 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.
Create Webhook
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.
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 Conversation
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 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
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 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 Inbox
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 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
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 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 Resource Owner
Tool to get the authenticated user's profile information. Use when you need to retrieve details about the current user.
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
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.
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 Conversations
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 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 Customers
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.
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 Inboxes
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 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
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 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
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.
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
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 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 Customer
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 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 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 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
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.
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.
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