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Help Scout tools on your AgentCalls phone line, during the call.

Connect Help Scout to your AgentCalls phone line and your agent can work with your support data while it talks to customers. It can find an existing customer by phone number or email, read their recent conversations, and add a new customer record when a caller is not in your system yet. It can also save a phone number or address to a profile and open a new conversation so your team picks up the request. You connect Help Scout with your own credentials from its settings, so your agent works inside the same account your team already uses.

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What your agent can do with Help Scout

  • Look up a customer by phone number or email when a caller rings in
  • Create a new customer record with contact details and address
  • Save an additional phone number or email to an existing customer profile
  • Open a new conversation so your support team follows up on the request
  • Add a chat handle or custom customer property to track account details

Help Scout exposes 129 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound caller with an existing account

  1. Caller

    Hi, I'm calling about my order. The name is Dana Whitfield.

  2. Agent

    Thanks, Dana. I found your account. Can I confirm the email on file is dana.w@brightmail.com?

  3. Caller

    Yes, that's the one. I still haven't had a reply to my ticket from Monday.

  4. Agent

    I can see it. I've opened a new conversation with the support team marked urgent, and they'll reply to your email today.

New customer leaves a callback number

  1. Caller

    I'd like to set up a service plan for my shop. My name is Omar Haddad.

  2. Agent

    Glad to help, Omar. I don't see an account under that name. What's the best email and address for your shop?

  3. Caller

    omar@haddadcoffee.co, and we're at 14 Market Street, Austin.

  4. Agent

    Done. I've created your customer profile with that email and address. The team will send you the service plan options by email this afternoon.

Follow-up call about a saved request

  1. Agent

    Hello, this is calling from the support desk. Is this Priya Nair?

  2. Caller

    Yes, speaking.

  3. Agent

    I'm calling about the refund request you opened last week. It's approved, and the amount is $84.50. Would a mobile number work better for updates?

  4. Caller

    Yes, use 07700 900412. Thanks for calling back so quickly.

  5. Agent

    I've saved that number to your profile. You'll get the confirmation by email within the hour.

How to connect Help Scout

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Help Scout

    From Integrations in the dashboard, choose Help Scout and enter the connection details from your Help Scout account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Help Scout actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the Help Scout connection work during the call or after it?

Both. Your agent can look up customers and create records while the call is live, and it can open conversations or add threads that your team sees right away in Help Scout.

What do I need to connect Help Scout?

An active Help Scout account and its credentials from the Help Scout settings. Sign in to the AgentCalls dashboard, choose Help Scout, and enter your credentials to connect it.

Which plan includes Help Scout?

Integrations, including Help Scout, are included from the Growth plan.

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Put your agent to work with Help Scout.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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