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Help Scout Features

What are the features of Help Scout?

Platform

  • Customization
  • User, Role, and Access Management
  • Reporting
  • Dashboards

Ticket and Case Management

  • Ticket Creation User Experience
  • Ticket Response User Experience
  • Workflow
  • Automated Response
  • Attachments/Screencasts
  • Ticket Collaboration
  • Customer/Contact Database

Communication Channels

  • Email to Case
  • Live Chat Support

Self-Service Experience

  • Knowledge Base
  • Searchable Articles

Internal Use

  • Customization

Filter for Features

Platform

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 34 Help Scout reviews.
73%
(Based on 34 reviews)

Customization

Based on 85 Help Scout reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
78%
(Based on 85 reviews)

User, Role, and Access Management

Based on 99 Help Scout reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
87%
(Based on 99 reviews)

Integration

Based on 73 Help Scout reviews and verified by the G2 Product R&D team. Integrates with other customer service software to improve support and enhance functionality
86%
(Based on 73 reviews)

Reporting

Based on 139 Help Scout reviews and verified by the G2 Product R&D team. Provides analytics tools that reveal important business metrics and track progress
81%
(Based on 139 reviews)

Dashboards

Based on 146 Help Scout reviews and verified by the G2 Product R&D team. Displays important metrics relating to performance
83%
(Based on 146 reviews)

Ticket and Case Management

Ticket Creation User Experience

Based on 170 Help Scout reviews and verified by the G2 Product R&D team. User Experience of creating and submitting a ticket
92%
(Based on 170 reviews)

Ticket Response User Experience

Based on 169 Help Scout reviews and verified by the G2 Product R&D team. User Experience of responding and receiving a response
92%
(Based on 169 reviews)

Workflow

Based on 183 Help Scout reviews and verified by the G2 Product R&D team. Route tickets based on values of fields, changes to ticket status and time based conditions
86%
(Based on 183 reviews)

Automated Response

Respond to common requests with standard reply This feature was mentioned in 159 Help Scout reviews.
86%
(Based on 159 reviews)

Attachments/Screencasts

Based on 171 Help Scout reviews and verified by the G2 Product R&D team. Documents and files can be attached to the ticket to communicate with customer issues/resolutions
86%
(Based on 171 reviews)

Ticket Collaboration

Based on 170 Help Scout reviews and verified by the G2 Product R&D team. Share and collaborate on tickets with multiple customer service representatives
89%
(Based on 170 reviews)

Customer/Contact Database

As reported in 94 Help Scout reviews. Central repository for account and contact information
82%
(Based on 94 reviews)

Communication Channels

Email to Case

Based on 161 Help Scout reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
93%
(Based on 161 reviews)

Live Chat Support

Based on 96 Help Scout reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate with customers via live chat to solve problems live
77%
(Based on 96 reviews)

Social Media Integration

Based on 56 Help Scout reviews. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
78%
(Based on 56 reviews)

Voice

Based on 24 Help Scout reviews and verified by the G2 Product R&D team. Make and receive calls directly in the application. Track and record calls for analysis.
74%
(Based on 24 reviews)

Self-Service Experience

Knowledge Base

Based on 104 Help Scout reviews. Provides a repository of information that can be used by those seeking support.
87%
(Based on 104 reviews)

Searchable Articles

Makes articles in the knowledge base searchable on the web. 100 reviewers of Help Scout have provided feedback on this feature.
83%
(Based on 100 reviews)

Mobile Optimization

Optimizes the customer self-service experience on mobile devices 23 reviewers of Help Scout have provided feedback on this feature.
83%
(Based on 23 reviews)

Personalization

Gives the user targeted, personalized results based on their activity or preferences This feature was mentioned in 26 Help Scout reviews.
87%
(Based on 26 reviews)

Self-Service Platform

Branding

Based on 25 Help Scout reviews. Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
87%
(Based on 25 reviews)

Automation

Automates some or all operation related tasks 28 reviewers of Help Scout have provided feedback on this feature.
86%
(Based on 28 reviews)

Integrations

As reported in 26 Help Scout reviews. Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
88%
(Based on 26 reviews)

Communication

Pop-up Chat

Based on 27 Help Scout reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
90%
(Based on 27 reviews)

Notifications

Based on 28 Help Scout reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation.
89%
(Based on 28 reviews)

In-App Messaging

Based on 20 Help Scout reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help.
81%
(Based on 20 reviews)

Internal Use

Customization

Based on 85 Help Scout reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
78%
(Based on 85 reviews)

Conversation Archiving

Based on 27 Help Scout reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference.
87%
(Based on 27 reviews)

Lead Development

Based on 16 Help Scout reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers.
77%
(Based on 16 reviews)

Knowledge Base

Based on 30 Help Scout reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations.
90%
(Based on 30 reviews)

Team Inbox

Based on 28 Help Scout reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner.
95%
(Based on 28 reviews)

Customer Profiles

Based on 28 Help Scout reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers.
86%
(Based on 28 reviews)

Channels

Multi-Channel Coverage

Software incorporates multiple digital communications channels.

Not enough data

Open Listening

Allows incorporation of inbound contacts from non-marketing channels.

Not enough data

Physical Media

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

Not enough data

Design

Communications Strategy Development

Allows planning and deployment of an overall communications strategy.

Not enough data

Create Content

Includes or integrates with content creation apps.

Not enough data

Personalization

As reported in 10 Help Scout reviews. Outbound communications are segmented and personalized.
87%
(Based on 10 reviews)

Inbound Identification

As reported in 10 Help Scout reviews. Inbound contacts are identified and handled based on history.
92%
(Based on 10 reviews)

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Not enough data

Productivity Tools

Notes

Based on 55 Help Scout reviews. Allows users to leave notes or comments on emails or relevant cases.
94%
(Based on 55 reviews)

Internal Discussion

Based on 54 Help Scout reviews. Provides a dedicated space or a thread feature that allows for long-form discussion.
91%
(Based on 54 reviews)

Assignments and Tasks

Offer in-application assignment and task tracking functionality. 49 reviewers of Help Scout have provided feedback on this feature.
89%
(Based on 49 reviews)

Workflows

As reported in 49 Help Scout reviews. Allows users to create and follow predetermined workflows attached to actions.
90%
(Based on 49 reviews)

Templates

As reported in 50 Help Scout reviews. Allows users to create canned answers or templates for email responses.
91%
(Based on 50 reviews)

Integrations

Integrates without outside software to provide additional functionality or pull information. This feature was mentioned in 45 Help Scout reviews.
85%
(Based on 45 reviews)

Tagging System

Based on 56 Help Scout reviews. Provides a tagging system to allow users to sort emails by relevant subject.
92%
(Based on 56 reviews)

Analytics

Trends

Based on 37 Help Scout reviews. Analyzes trends in email content and resolution.
83%
(Based on 37 reviews)

Performance Tracking

Tracks performance and productivity of users inside the application. This feature was mentioned in 46 Help Scout reviews.
84%
(Based on 46 reviews)

Conversational Platform

Personalization

Based on 56 Help Scout reviews. Identifies the customer and personalizes interaction at every touchpoint.
83%
(Based on 56 reviews)

Omnichannel

As reported in 30 Help Scout reviews. Allows multiple related channels to interact at once to reduce transfers.
85%
(Based on 30 reviews)

Contextual Engagement

Prompts agents to engage customers based on contextual data, such as product usage or conversation history. 32 reviewers of Help Scout have provided feedback on this feature.
87%
(Based on 32 reviews)

Proactive Engagement

As reported in 35 Help Scout reviews. Provides features for sending outbound messages to engage customers through proactive support.
84%
(Based on 35 reviews)

Support Automation

Intelligent Routing

Can route contacts to agents the customer has worked with before. 35 reviewers of Help Scout have provided feedback on this feature.
84%
(Based on 35 reviews)

Seamless Escalation

As reported in 41 Help Scout reviews. Provides features for escalating conversations to the appropriate agent.
89%
(Based on 41 reviews)

Transcripts

Maintains a transcript of conversations from all channels. This feature was mentioned in 33 Help Scout reviews.
84%
(Based on 33 reviews)

Self-Serve Support

As reported in 35 Help Scout reviews. Enables customers to resolve queries or issues without the assistance of an agent.
91%
(Based on 35 reviews)

Sorting & Filtering

Attachment Search

Enables users to search for specific email attachments.

Not enough data

Tags

Allows users to create and assign custom tags to emails.

Not enough data

AI Sorting

Automatically sorts mail into untuitive categories and/or folders.

Not enough data

Predefined Rules

Allows users to set up predefined rules to automatically sort incoming mail.

Not enough data

Integrations

Microsoft Outlook Integration

This software integrates with Microsoft Outlook.

Not enough data

Gmail Integration

This software integrates with Gmail.

Not enough data

Apple Calendar Integration

This software integrates with Apple Calendar.

Not enough data

Time Management

Unified Inbox

Provide a unified inbox to manage multiple accounts at once.

Not enough data

Email Automation

Provide the ability to automatically send recurring emails.

Not enough data

Snooze

Provide a feature to snooze, or defer, non-urgent emails.

Not enough data

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text-to-Speech

Simulates human-like speech from text inputs.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text-to-Speech

Simulates human-like speech from text inputs.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data