What is Helpscout Used For? Top Features & Use Cases

Written by
Spencer Lanoue
October 30, 2024

In the thriving world of ecommerce, providing stellar customer service can set your brand apart from the competition. As a founder or CX leader of a fast-growing DTC brand, you're likely on the lookout for tools that can streamline your customer support and help you build lasting relationships with your customers. Enter Help Scout—a platform designed to enhance your customer service operations with its array of intuitive features.

In this article, we'll explore what Help Scout is used for, highlighting its top features and practical use cases. By the end, you'll have a clear understanding of how Help Scout can aid in delivering exceptional customer experiences, driving loyalty, and boosting repeat purchases for your DTC brand.

What is Help Scout?

Help Scout is a customer support platform tailored for businesses that value human interaction, designed to help teams manage customer conversations efficiently. Unlike traditional help desk software, Help Scout operates through a shared inbox that feels like email but offers the powerful features of a customer support tool. It's ideal for growing ecommerce brands looking to maintain personal connections with their customers without getting bogged down by complex systems.

Think of Help Scout as your brand's customer service command center. It centralizes all customer queries, whether they're coming from email, chat, or web forms, into one unified platform. This means your team can manage, collaborate, and respond to customer inquiries more efficiently, all while keeping the personal touch that your brand is known for.

Shared Inbox: The Heart of Help Scout

The shared inbox is at the core of Help Scout's functionality. It allows your team to manage all customer conversations in one place, ensuring nothing falls through the cracks. Gone are the days of scattered emails and missed messages. With a shared inbox, your team can work collaboratively, seeing who’s working on what, leaving internal notes, and even assigning conversations to the right team members.

  • Tag Conversations: Organize inquiries with tags to categorize, prioritize, and even automate workflows.
  • Collision Detection: Avoid duplicate responses with real-time collision detection, which alerts agents when another team member is viewing or responding to the same conversation.
  • Internal Notes: Keep communication clear by leaving internal notes that only your team can see, providing context or suggestions for handling specific inquiries.

This setup not only boosts efficiency but also ensures a consistent experience for the customer. Knowing who's handling what and having context at their fingertips means your team is always prepared to provide the best possible support.

Automation: Work Smarter, Not Harder

Automation in Help Scout is like having a diligent assistant who takes care of repetitive tasks so your team can focus on what truly matters—building relationships with customers. Through its automation features, Help Scout allows you to set up rules that can automatically sort, tag, and prioritize conversations based on predetermined criteria.

  • Workflows: Create workflows to automate actions like assigning conversations, sending follow-ups, or tagging certain types of inquiries.
  • Triggers: Use triggers to automatically perform actions based on conditions, such as escalating a complaint or flagging a VIP customer.

These automation tools save time and reduce the chance of human error, which can often lead to customer dissatisfaction. By automating routine tasks, your team can spend more time engaging with customers in meaningful ways.

Customer Profiles: Know Your Customers

In the world of DTC, understanding your customers is crucial. Help Scout helps you build detailed customer profiles by pulling in data from your existing systems. This means your team has access to all the information they need to provide personalized service, right at their fingertips.

  • 360-Degree View: Access a complete view of each customer, including past interactions, order history, and any notes.
  • Integrations: Seamlessly integrate with ecommerce platforms and other tools to enrich customer profiles with relevant data.

With these insights, your team can tailor their responses and recommendations, making every interaction feel personal and informed. This level of personalization not only improves the customer experience but also builds trust and loyalty.

Beacon: Customer Support on Their Terms

Beacon is Help Scout’s widget that allows you to offer real-time chat, self-service, and support in a single, seamless interface. It’s like having a virtual concierge on your website, ready to assist customers whenever they need help.

  • Live Chat: Provide instant support with live chat, helping customers in real-time and reducing the chances of cart abandonment.
  • Self-Service: Empower customers to find answers on their own with a built-in knowledge base, reducing the number of support requests.

Beacon ensures that customers can reach out in the way that best suits them, whether they prefer chatting live, browsing articles, or submitting a request. This flexibility enhances the customer experience and can lead to higher satisfaction and conversion rates.

Reporting: Insights that Drive Improvement

Help Scout’s reporting features give you the insights needed to understand how your customer support is performing and where there’s room for improvement. With a variety of reports available, you can track metrics such as response time, conversation volume, and customer satisfaction.

  • Team Performance: Monitor individual and team performance to identify strengths and areas for improvement.
  • Customer Satisfaction: Gather feedback through post-interaction surveys to measure customer satisfaction and make data-driven decisions.

By analyzing these reports, you can make informed decisions that enhance your customer service strategy, ensuring your team is always improving and your customers are always happy.

Docs: Build a Robust Knowledge Base

A well-organized knowledge base is an invaluable resource for both your team and your customers. With Help Scout’s Docs feature, you can create a comprehensive collection of articles that answer common questions and provide troubleshooting steps.

  • SEO-Friendly: Optimize articles for search engines so customers can easily find answers to their questions.
  • Easy Access: Integrate your knowledge base with Beacon, allowing customers to access help right from your website.

A robust knowledge base not only empowers customers to self-serve but also reduces the workload on your support team. This means your team can focus on more complex issues, improving overall efficiency and customer satisfaction.

Integrations: Connect with Your Ecosystem

Help Scout integrates seamlessly with a host of other tools and platforms, allowing you to create a cohesive support ecosystem. Whether it’s your ecommerce platform, CRM, or marketing tools, Help Scout can pull in data and provide the context needed to deliver exceptional support.

  • Ecommerce Platforms: Connect with popular platforms like Shopify to sync order details and customer information.
  • CRM Integration: Integrate with CRM systems to provide agents with a complete view of customer interactions.

These integrations ensure that your support team has the information they need to provide informed, efficient service, all from within Help Scout’s intuitive interface.

Use Cases: Help Scout in Action

Let’s look at some practical examples of how Help Scout can be utilized in a fast-growing DTC brand:

  • Handling High Volumes: During peak sale periods, use automation and workflows to manage the influx of inquiries efficiently.
  • VIP Customer Support: Tag and prioritize conversations from VIP customers to ensure they receive the attention they deserve.
  • Product Launches: Utilize Beacon to offer real-time support during product launches, assisting customers with any questions or issues.

These use cases demonstrate the flexibility and power of Help Scout in handling diverse customer support scenarios, ensuring your team can deliver top-notch service no matter the circumstances.

Final Thoughts

Help Scout offers a comprehensive suite of tools designed to streamline customer support and enhance the overall customer experience for fast-growing DTC brands. From its intuitive shared inbox to powerful automation features, Help Scout provides the capabilities you need to keep your customers happy and loyal.

For brands seeking an alternative, Fullcourt offers a straightforward, budget-friendly option designed specifically for Shopify brands. By combining a shared team inbox, self-service chat portal, knowledge base, and AI support assistant, Fullcourt helps you manage customer interactions efficiently, ensuring you’re well-equipped to foster strong customer relationships and drive brand success.

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