Help Scout Features
Platform (6)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 39 Help Scout reviews.
Customization
Based on 90 Help Scout reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Based on 104 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.
Integration
Based on 78 Help Scout reviews and verified by the G2 Product R&D team. Integrates with other customer service software to improve support and enhance functionality
Reporting
Based on 144 Help Scout reviews and verified by the G2 Product R&D team. Provides analytics tools that reveal important business metrics and track progress
Dashboards
Based on 151 Help Scout reviews and verified by the G2 Product R&D team. Displays important metrics relating to performance
Ticket and Case Management (7)
Ticket Creation User Experience
Based on 175 Help Scout reviews and verified by the G2 Product R&D team. User Experience of creating and submitting a ticket
Ticket Response User Experience
Based on 174 Help Scout reviews and verified by the G2 Product R&D team. User Experience of responding and receiving a response
Workflow
Based on 188 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
Automated Response
Respond to common requests with standard reply This feature was mentioned in 164 Help Scout reviews.
Attachments/Screencasts
Based on 176 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
Ticket Collaboration
Based on 175 Help Scout reviews and verified by the G2 Product R&D team. Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information This feature was mentioned in 99 Help Scout reviews.
Communication Channels (4)
Email to Case
Based on 166 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
Live Chat Support
Based on 101 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
Social Media Integration
Based on 61 Help Scout reviews. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Based on 28 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.
Self-Service Experience (4)
Knowledge Base
Based on 107 Help Scout reviews. Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web. This feature was mentioned in 103 Help Scout reviews.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices 26 reviewers of Help Scout have provided feedback on this feature.
Personalization
Based on 29 Help Scout reviews. Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (3)
Branding
Based on 28 Help Scout reviews. Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Based on 31 Help Scout reviews. Automates some or all operation related tasks
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools 29 reviewers of Help Scout have provided feedback on this feature.
Communication (3)
Pop-up Chat
Based on 29 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.
Notifications
Based on 30 Help Scout reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation.
In-App Messaging
Based on 22 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.
Internal Use (6)
Customization
Based on 90 Help Scout reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Based on 29 Help Scout reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference.
Lead Development
Based on 18 Help Scout reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers.
Knowledge Base
Based on 32 Help Scout reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations.
Team Inbox
Based on 30 Help Scout reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Based on 30 Help Scout reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers.
Channels (3)
Multi-Channel Coverage
Software incorporates multiple digital communications channels. This feature was mentioned in 10 Help Scout reviews.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
Physical Media
Includes physical media (mail, flyers, billboards, etc.) in the channels mix.
Design (5)
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps.
Personalization
Outbound communications are segmented and personalized. 11 reviewers of Help Scout have provided feedback on this feature.
Inbound Identification
Inbound contacts are identified and handled based on history. 11 reviewers of Help Scout have provided feedback on this feature.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. This feature was mentioned in 10 Help Scout reviews.
Productivity Tools (7)
Notes
As reported in 57 Help Scout reviews. Allows users to leave notes or comments on emails or relevant cases.
Internal Discussion
Based on 56 Help Scout reviews. Provides a dedicated space or a thread feature that allows for long-form discussion.
Assignments and Tasks
Offer in-application assignment and task tracking functionality. This feature was mentioned in 51 Help Scout reviews.
Workflows
As reported in 51 Help Scout reviews. Allows users to create and follow predetermined workflows attached to actions.
Templates
Allows users to create canned answers or templates for email responses. 52 reviewers of Help Scout have provided feedback on this feature.
Integrations
As reported in 46 Help Scout reviews. Integrates without outside software to provide additional functionality or pull information.
Tagging System
Provides a tagging system to allow users to sort emails by relevant subject. This feature was mentioned in 58 Help Scout reviews.
Analytics (2)
Trends
As reported in 39 Help Scout reviews. Analyzes trends in email content and resolution.
Performance Tracking
Tracks performance and productivity of users inside the application. This feature was mentioned in 48 Help Scout reviews.
Conversational Platform (4)
Personalization
Based on 57 Help Scout reviews. Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
As reported in 31 Help Scout reviews. Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history. This feature was mentioned in 33 Help Scout reviews.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support. This feature was mentioned in 36 Help Scout reviews.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before. 36 reviewers of Help Scout have provided feedback on this feature.
Seamless Escalation
Based on 42 Help Scout reviews. Provides features for escalating conversations to the appropriate agent.
Transcripts
As reported in 34 Help Scout reviews. Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent. This feature was mentioned in 36 Help Scout reviews.
Sorting & Filtering (4)
Attachment Search
Enables users to search for specific email attachments.
Tags
Allows users to create and assign custom tags to emails.
AI Sorting
Automatically sorts mail into untuitive categories and/or folders.
Predefined Rules
Allows users to set up predefined rules to automatically sort incoming mail.
Integrations (3)
Microsoft Outlook Integration
This software integrates with Microsoft Outlook.
Gmail Integration
This software integrates with Gmail.
Apple Calendar Integration
This software integrates with Apple Calendar.
Time Management (3)
Unified Inbox
Provide a unified inbox to manage multiple accounts at once.
Email Automation
Provide the ability to automatically send recurring emails.
Snooze
Provide a feature to snooze, or defer, non-urgent emails.
Generative AI (15)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Shared Inbox (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases





