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Get more done with Tidio and Help Scout integration

Answer from Help Scout Docs in the chat and keep one customer history across both.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Customer Service

Integration availability depends on your Tidio plan.

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Use cases

What you can do with Tidio and Help Scout

Use the documentation you have

The chat searches Help Scout Docs and answers with the article, so nobody retypes an explanation that already exists in better words.

Know what they emailed about

Recent Help Scout conversations appear with the chat, so a customer picking up an old problem is recognized immediately.

Move it when it needs moving

A chat that needs days of follow up becomes a Help Scout conversation with the transcript, so it is worked like any other ticket.

See the whole workload

Volumes and topics from both Help Scout and chat can be reported together, which is the only honest view of what support handled.

Overview

Help Scout gives you a shared inbox and a documentation site, and both are useful to a live chat. Connected through Zapier or the Tidio API, the chat can answer from Help Scout Docs, so a customer gets the article your team wrote instead of a paraphrase, and the conversation history from the Help Scout mailbox is visible, so nobody asks a returning customer to explain a problem they already emailed about.

Key features

  • Answer from Help Scout Docs so the article your team maintains is the answer
  • See the mailbox history and stop asking a customer to repeat themselves
  • Escalate into a conversation when a chat needs the trail Help Scout keeps
  • Report across both instead of a Help Scout number and a separate one
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Help Scout

Customer Service

Tags

  • Ticketing

  • Omnichannel Inbox

How it works

Connect Help Scout in minutes

  1. 1

    Connect Tidio and Help Scout

    Link them with Zapier or the Tidio API and choose which Help Scout mailboxes and Docs collections the chat may use.

  2. 2

    Decide the split

    Set what the chat answers from Docs, what stays in the conversation and what becomes a Help Scout ticket.

  3. 3

    Work from one history

    Help Scout keeps the documentation and the email trail, and the chat uses both.

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Looking for customer service automation that fits your business?

We build custom API integrations to streamline your most important workflows.

Frequently asked questions

Common questions about the Help Scout integration

Can the chat answer from our knowledge base?

Yes. Help Scout Docs can be searched from the conversation, so the answer is the current article rather than an agent's recollection of it.

Why keep both tools?

Email and live chat suit different problems, and Help Scout Docs is useful either way. Sharing data means the customer does not pay for the fact that you run two.

Is the Help Scout integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Help Scout integration.