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Agents for Help Scout

Help Scout provides shared inbox conversation threads, internal team notes, customer profiles, and satisfaction ratings. Pump Up hosted agents inspect Help Scout conversation history and ticket context to prepare structured investigations, draft proposed responses, and coordinate cross-functional resolutions, while keeping human owners in control of every customer-facing reply, tag, and financial concession.

4 related templates

When to use it

Customer support leads, customer success managers, and operations teams managing shared mailboxes in Help Scout.

Example scenario

A SaaS customer submits a frustrated Help Scout ticket regarding billing discrepancies during an active renewal window. The agent retrieves the ticket thread, previous support interactions, and customer metadata, then cross-checks the stated issue against billing guidelines. Rather than issuing an automated credit or sending an unverified apology, the agent compiles a churn-risk recovery brief, drafts a private internal note for the account manager, and stages an approved email reply. The customer success owner reviews the package, adjusts the service concession, and authorizes sending the response, resolving the dispute while preserving account oversight.

Getting started

  • Help Scout OAuth 2.0 app credentials or mailbox API access tokens
  • Designated shared mailbox IDs for ingestion and note creation
  • Defined tag taxonomy and custom field schemas for routing
  • Assigned review owners for refund approvals and escalations

Common questions

Can the agent automatically send replies to customers from Help Scout?

Pump Up agents do not send autonomous customer messages without human sign-off. The agent can draft replies or post private internal notes, but a human support owner must review and authorize any outbound email before it is delivered.

How does Help Scout integrate with Pump Up playbooks?

The agent connects via Help Scout Mailbox API 2.0 using OAuth 2.0 credentials to inspect conversations and post notes. When API credentials are not yet configured, operators can supply conversation exports or thread text directly to the playbook.

What permissions does the Help Scout connection require?

The connection requires read access to designated mailboxes, conversation threads, and customer profiles, with write permissions limited to creating internal notes or updating conversation tags.

How these workflows use your software

Churn-risk recovery

Source records
Conversation threads, customer tenure, satisfaction ratings, and recent complaint frequency.
Agent work
Compare escalating negative sentiment against contract renewal dates to assess churn severity.
Result
Churn-risk dossier with root cause timeline, affected product features, and draft recovery plan.
Human decision
Customer success lead approves the account intervention plan and customer outreach.

Refund review

Source records
Inbound refund request message, order identifiers, and past customer ticket history.
Agent work
Reconcile complaint details against refund policy rules, usage metrics, and prior courtesy credits.
Result
Refund review summary detailing policy compliance, dispute merit, and proposed resolution.
Human decision
Finance or support manager decides whether to grant a refund, partial credit, or alternative remedy.

Customer feedback resolution

Source records
Customer feedback tickets, feature requests, bug reports, and applied conversation tags.
Agent work
Group recurring feedback patterns across customer segments and evaluate operational impact.
Result
Feedback resolution briefing containing synthesized customer quotes and product backlog references.
Human decision
Product or support owner validates findings and authorizes internal roadmap escalation.

Social mention triage

Source records
Forwarded social media mentions, brand alerts, and matched Help Scout customer records.
Agent work
Evaluate reputational urgency, customer influence, and issue severity to prioritize response.
Result
Social triage assessment with verified customer profile link and drafted response options.
Human decision
Communications manager approves the selected channel, response wording, and escalation path.

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