[ Help Scout Reviews ](https://www.g2.com/products/help-scout/reviews) [ Help Scout Reviews ](https://www.g2.com/products/help-scout/reviews) # Help Scout Features ##### ## Platform (7) Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Customization Allows users to customize chat colors, text, logos, and branding. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Provides analytics tools that reveal important business metrics and track progress Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Show More ##### ## Ticket and Case Management (15) Ticket Creation User Experience User Experience of creating and submitting a ticket Ticket Response User Experience User Experience of responding and receiving a response Workflow Route tickets based on values of fields, changes to ticket status and time based conditions Automated Response Respond to common requests with standard reply Attachments/Screencasts Documents and files can be attached to the ticket to communicate with customer issues/resolutions Ticket Collaboration Share and collaborate on tickets with multiple customer service representatives Customer/Contact Database Central repository for account and contact information Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ticket Management Track, manage, or resolve user requests and IT incidents/issues Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Inbox Management Organize, prioritize, and manage incoming communications Support Ticket Management Allow customers/users to submit support queries and service requests Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Communication Channels (5) Email to Case Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Live Chat Support Ability for customer service agents to communicate with customers via live chat to solve problems live Social Media Integration Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks Voice Make and receive calls directly in the application. Track and record calls for analysis. Video Chat Chat with your counterparts over the video in real time Show More ##### ## Self-Service Experience (4) Knowledge Base 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. Mobile Optimization Optimizes the customer self-service experience on mobile devices Personalization Gives the user targeted, personalized results based on their activity or preferences Show More ##### ## Self-Service Platform (3) Branding Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. Automation Automates some or all operation related tasks Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools Show More ##### ## Communication (5) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. In-App Messaging Allows for live chat to be enabled within the app for customer help. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Real-time Consumer-facing Chat Engage in direct, instant messaging with consumers Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## Channels (3) Multi-Channel Coverage Software incorporates multiple digital communications channels. Open Listening Allows incorporation of inbound contacts from non-marketing channels. Physical Media Includes physical media (mail, flyers, billboards, etc.) in the channels mix. Show More ##### ## Design (9) 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. Inbound Identification Inbound contacts are identified and handled based on history. Regulatory Compliance Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. Batch Communications Send messages, notifications, or documents to an entire customer base at the same time Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. On-Demand Communications Generate personalized communications upon request to meet customer needs Interactive Content Allow the audience to interact or engage with the content Show More ##### ## Productivity Tools (7) Notes Allows users to leave notes or comments on emails or relevant cases. Internal Discussion 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. Workflows Allows users to create and follow predetermined workflows attached to actions. Templates Allows users to create canned answers or templates for email responses. Integrations 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. Show More ##### ## Analytics (2) Trends Analyzes trends in email content and resolution. Performance Tracking Tracks performance and productivity of users inside the application. Show More ##### ## Conversational Platform (4) Personalization Identifies the customer and personalizes interaction at every touchpoint. Omnichannel 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. Proactive Engagement Provides features for sending outbound messages to engage customers through proactive support. Show More ##### ## Support Automation (4) Intelligent Routing Can route contacts to agents the customer has worked with before. Seamless Escalation Provides features for escalating conversations to the appropriate agent. Transcripts Maintains a transcript of conversations from all channels. Self-Serve Support Enables customers to resolve queries or issues without the assistance of an agent. Show More ##### ## 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. Show More ##### ## Integrations (5) 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. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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. Show More ##### ## Generative AI (19) 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Additional Functionality (140) Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps API Application programming interface that allows for integration with other systems/databases Single Sign On Allow users to access multiple services after entering their login credentials once Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Canned Responses Shortcuts for inputting frequently used messages Surveys & Feedback Gauge satisfaction and receive information for improvement and success Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Transfers/Routing Transfer queries and organize messages between agents Geotargeting Geographic location of visitors determines behavior of the software Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Transcripts/Chat History View messages sent by both parties during the chat conversation Document Storage Store and organize documents in a centralized system Screen Sharing Digitally share screen view with others Contact Management Manage, organize, and store contact information Autoresponders Create and automatically send premade copy in response to customer messages Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offline Form Form to collect visitor contact information when live chat isn't available Real-Time Monitoring Active monitoring of systems, applications, or networks Support Ticket Management Allow customers/users to submit support queries and service requests File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Chatbot AI-based platform which conducts a conversation via auditory or textual methods Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Autoresponders Create and automatically send premade copy in response to customer messages AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Monitoring Active monitoring of systems, applications, or networks CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gamification Games or game-like elements to track progress and reward accomplishments Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Customizable Fields Customize data fields to support various needs and use cases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Live Chat Ability to chat online in real time Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Language Detection Identify different languages Multiple Data Sources Allows users to manage data from a number of sources Predictive Analytics Predict future data based on historical data sets API Application programming interface that allows for integration with other systems/databases Alerts/Escalation System alerts about the need to escalate an issue or request Data Security Protect sensitive data for digital privacy Interaction Tracking Track interaction history by documenting conversations for contacts Prioritization Arrange tasks based on the level of priority or urgency Secure Data Storage Securely stores data to prevent data loss or breaches Macros/Templated Responses Templated responses for responding quickly to recurring support requests Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Mobile App Access the system via a mobile application Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Templates Pre-made examples and templates for emails Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Automated Responses Automatic reply functionality for incoming messages Data Import/Export Import and export data to and from software applications Personalization Adjust communications based on previous interactions or personal preferences Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Whitelisting/Blacklisting Control system access and/or deliverability for applications and email addresses Customizable Fields Customize data fields to support various needs and use cases Signature Management Add and maintain centralized email signature(s) across an organization Shared Inboxes An email inbox that can be accessed and managed by multiple individuals Email Distribution Prioritization Arrange tasks based on the level of priority or urgency Customizable Forms Customize contracts and forms to collect specific information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile App Access the system via a mobile application Routing Plan daily routes to optimize employee scheduling and provide directions Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Inbox Management Organize, prioritize, and manage incoming communications Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Contact Management Manage, organize, and store contact information Email Marketing Create and send email blasts/campaigns Data Recovery Ability to restore deleted, hidden, or lost data from an email server/system Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Real-Time Monitoring Active monitoring of systems, applications, or networks Autoresponders Create and automatically send premade copy in response to customer messages Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service API Application programming interface that allows for integration with other systems/databases Real-Time Analytics Analyze and gain insights into data in real-time Customer Segmentation Process of dividing customers into groups based on common characteristics Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Support Ticket Management Allow customers/users to submit support queries and service requests Canned Responses Shortcuts for inputting frequently used messages Workflow Management Create, design and manage workflows for repetitive tasks Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Chat/Messaging Communicate using direct chat or messages within the system Response Management Planning and managing of resources and procedures to mitigate the impact of events and incidents Email Templates Pre-made examples and templates for emails Email Monitoring Ability to oversee and optimize the operations of a mail server Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Email Tracking Track delivered, received, and opened emails Access Controls/Permissions Define levels of authorization for access to specific files or systems Spam Blocker Filters used to determine different types of malware threats Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Reporting Active reporting of data and metrics Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Campaign Analytics Track and interpret campaign performance metrics Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Chat/Messaging Communicate using direct chat or messages within the system Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Branding Add customized logos and colors to align with company branding Call Recording Record the audio of phone conversations for quality assurance purposes Autoresponders Create and automatically send premade copy in response to customer messages IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. SMS Messaging Send messages via SMS Surveys & Feedback Gauge satisfaction and receive information for improvement and success Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Multi-Language Manage and support multiple languages Interaction Tracking Track interaction history by documenting conversations for contacts Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Workflow Management Create, design and manage workflows for repetitive tasks Customer History Access previous interactions or concerns to maintain customer relationships Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Video Support Supports various video file formats CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Inbox Management Organize, prioritize, and manage incoming communications API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Reporting 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