Help Scout

You can connect Tability to Help Scout to automatically pull support metrics into your check-ins.

Once you add Help Scout as a data source for an outcome/Key Result, Tability can:

• Pull the latest metric value when you open the check-in form.

• Automatically sync your metric while the plan is active on Premium subscriptions.

Available on Plus and Premium subscriptions

How to enable the integration

Step 1. Open the integrations page

Go to Workspace Settings > Integrations.

Step 2. Connect Help Scout

1. Find Help Scout in the Data connectors section

2. Click Connect to Help Scout

3. Complete the Help Scout authorization flow

The workspace integration is installed once the OAuth connection succeeds.

How to add a data source to an outcome/key result

Step 1. Open the outcome or KPI editor

Open your outcome or KPI, then go to the Data Source tab.

Step 2. Select Help Scout

Choose Help Scout from the list of available data sources.

Step 3. Select the metric to track

Help Scout currently supports these metrics:

• Conversations created

• Conversations closed

• Unassigned conversations

• Customers helped

• Total replies

Step 4. Save and preview

Click Save & preview to confirm the connection and load the latest value from Help Scout.

How the data source is used in check-ins

Once the connector is saved, Tability will display the latest Help Scout value in the check-in form.

If auto-sync is enabled on a Premium subscription, Tability will also create synced check-ins automatically while the plan is active.