Integration
Automate with Help Scout
Help Scout is your shared inbox for customer support. NVS classifies every new conversation automatically, routes it to the right mailbox, and escalates VIP customers instantly.
Use Cases
Every new Help Scout conversation is classified by GPT-4o into support, sales, or billing, then assigned to the correct mailbox with appropriate tags and priority.
Trigger
New Conversation
help-scout.trigger
Fires on every new inbound conversation.
Classify with AI
openai.gpt-4o
Returns type: support, sales, or billing, plus urgency.
Switch
Conversation Type
nvs.switch
Routes to the correct mailbox.
Support
Output
Assign Support Inbox
help-scout.update
Conversation moved to support mailbox with support tag.
Sales
Output
Notify Sales
slack.message
Slack alert to sales team with conversation link and summary.
Billing
Output
Assign Billing Inbox
help-scout.update
Routed to billing mailbox. Finance team notified.
When a Help Scout conversation is tagged VIP — either manually or by domain match — the account manager is alerted in Slack and the conversation is prioritized immediately.
Trigger
Conversation Tagged
help-scout.trigger
Fires when a VIP tag is applied to a conversation.
Fetch Customer Data
hubspot.contact
Full contact and account details fetched from HubSpot.
Prioritize Conversation
help-scout.update
Conversation status set to urgent with high-priority tag.
Output
Alert Account Manager
slack.message
AM notified: customer name, company, ARR, issue summary, and Help Scout link.
When a conversation is closed, a satisfaction survey is sent after 24 hours. If the score is below 4, a follow-up task is created in Asana and the CS manager is alerted.
Trigger
Conversation Closed
help-scout.trigger
Fires when an agent closes a conversation.
Wait 24 Hours
nvs.set
24-hour delay applied before sending survey.
Send Survey
help-scout.survey
One-question satisfaction survey sent to the customer.
IF
Score < 4?
nvs.condition
Detects dissatisfied customers.
NO
Output
Log Score
google.sheets
Satisfaction score logged with conversation ID and date.
YES
Output
Create Task + Alert
asana.task
Asana follow-up task created. CS manager alerted in Slack.
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