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282 articles found
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Outgoing Email Settings
After configuring your Help Scout inbox to use a custom email address, the Account Owner and Administrators with permission to the inbox can also adjust the Outgoing Email settings. Whether you
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Forward Email Aliases to an Inbox
An alias in Help Scout is any email address other than your custom address that automatically forwards messages to your Help Scout inbox. If you've got multiple addresses that auto-forward, you want
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Sort and Organize Docs Content
This article is all about sorting collections, categories, and articles on your Docs site. In this article Sort Collections Sort Categories Sort Articles Sort Collections 1 Head over to Settings
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Use FollowUpThen to Set Reminders
FollowUpThen is a super simple email reminder service, and works wonderfully alongside Help Scout. All you need to do is add a specific FollowUpThen email address to the CC or BCC fields when
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Control Access to a Docs Site With Restricted Docs
There are many reasons you might want to have a Docs site that isn't open to the public, but is viewable by the people you choose to let in. The new restricted Docs feature introduces the option to
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Set Company and Inbox Hours
Company Hours provide the default schedule for your inboxes. You can use that schedule to calculate response and resolution times and to send Auto Replies outside an inbox’s operating hours. Inboxes
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Challenges With Forwarding Your Personal Address
We love that you’re finding Help Scout so useful for your team’s email! While it might be tempting to route all of your email through the app, Help Scout isn’t meant to replace your personal inbox.
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Create a Microsurvey Message
Messages offers the option to conduct customer-engaging microsurveys wherever you've installed your Beacon. From a quick thumbs up or thumbs down poll, multiple options to choose from, or even free
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Bounced Email Troubleshooting Wizard
In email-speak, a bounce happens when your recipient's server rejects your email — meaning the email you sent to your contact won't make it to that contact. Below we offer up a troubleshooting wizard
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Add a Beacon to a Weebly site
Weebly is a robust website builder with lots of great free templates for displaying your site. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can
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Create and Manage Docs Redirects
A redirect is a way to send both visitors and search engines to a different URL from the one they originally requested. This might be another URL in your Docs site, or another address on the web.
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Prevent Duplicate Replies With Collision Detection
Have you ever had two people respond to an email at the same time? That's definitely not a good look, and it means your team is doing extra work. In Help Scout, Collision Detection steps in if
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Add Beacon to a Webflow Site
Webflow empowers designers to build professional, custom websites in a completely visual canvas with no code. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful
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Create a Standard Message
You can get really creative and specific with Messages in terms of who sees what Message when. There are many options to explore — get creative and experiment! If you're looking for ideas on other
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About the Recently Deleted View
Conversations deleted by a Help Scout user are still accessible via the Recently Deleted view for 15 days, unless manually purged. This allows you to quickly and easily restore a conversation that
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Help Scout and PHP2Shell
On October 21, 2026 the PHP Foundation released a critical security update to address CVE-2026-109618 and CVE-2026-109619, two vulnerabilities that are collectively known as PHP2Shell. Help Scout
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Schedule a Reply to Send Later
Ever want to write a reply late at night, but don't necessarily want your customer to know that's when you were replying? You can schedule a reply to send later, letting you do the work when you have
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Legacy Plan Changes
We work hard to ensure that Help Scout consistently improves and adds value for your team. As Help Scout evolves, so do the plans and pricing we offer. We aim to be transparent about any plan changes
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Auto-forwarding From Namecheap to Help Scout
1 First things first: Make sure you have your Help Scout email address ready. Check out Find Your Help Scout Email Address if you don't know it. 2 From your Namecheap dashboard, click on Domain List
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Auto-forwarding From cPanel to Help Scout
Email and hosting providers using cPanel offer the ability to set up a forwarder without creating a mailbox at your provider for the address. Forwarding set up this way will not retain a copy of the
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Connect Fivetran With Help Scout for Data Analysis
Fivetran is a service that specializes in getting data out of various services (such as HubSpot, Salesforce, or Help Scout) and putting that data into a data warehouse such as BigQuery, Redshift, or
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Use SMTP to Send From Help Scout
If you are using your own email address with Help Scout, we send email on your behalf via our own Help Scout mail servers by default. You may choose to configure Help Scout to send from your email
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Add Beacon to a Squarespace site
Squarespace is an all-in-one solution for anyone looking to create a beautiful website. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can plug
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Get Started with Live Chat
It's just a few steps to get things set to start taking your first live chats through Beacon! In this article Enable Chat in Beacon Set Yourself Available Enable Chat in Beacon When you're ready to
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Manage Docs Contact With Beacon
Beacon is built into Docs, making it quick and easy for your customers to reach out via email or live chat if they need more help. Scout, Help Scout's AI agent, is built right in as well, allowing
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Transfer Account Ownership
The person who originally signed up your Help Scout account is the Account Owner by default. Only the Account Owner can change plans and payment information by default and there is only one Account
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Help Scout for Agencies
Visibility into all communication with clients and the statuses of projects is a core need of any agency or consultancy. It is imperative that everyone across the company has access to all of the
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Beacon Embedded Articles
Embedded Articles allow you to open a Docs Article via any link or button in your web-based app or website, where ever you may need it. There are four different attributes you can choose from to open
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Add Beacon to a Shopify Site
Shopify is an ecommerce platform that has everything you need to sell online. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can plug right into
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Use Microsoft 365 Outlook OAuth to Send From Help Scout
If you are using your own email address with Help Scout, we send email on your behalf via our own Help Scout mail servers by default. If your custom email address is a full Microsoft 365 Outlook user
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Help Scout for Healthcare
Medical offices and other healthcare practices have a lot of moving parts. Appointments, test results, treatment services, inquiries about overall care, a lot of incoming messages are received daily.
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Onboarding Checklist
Have you been added as a new user on your team's Help Scout account? This guide is for you! Want to watch a 20 minute video overview to get up and running? We've got you covered! Or if you'd rather,
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Customize Your Inbox Settings
Each Help Scout inbox has its own distinct settings — customize your inbox to make it your own! This article will guide you through each of the inbox settings you find on the Edit Inbox page. Head to
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Use Google OAuth to Send From Help Scout
If you are using your own email address with Help Scout, we send email on your behalf via our own Help Scout mail servers by default. If your custom email address is a full Google Workspace (formerly
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Host a Docs Stylesheet on Dropbox
Docs gives you the ability to specify an external stylesheet, which can be used to modify the design of your public website. Check out Customize Your Docs Site for more information on how to set your
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Create CNAME Records at Cloudflare to Work With Help Scout
There are two instances in setting up Help Scout that you will need to create CNAME records at your DNS hosting provider: if you choose to set up DKIM to help with email deliverability and if you
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Use @mentions in Notes
The @mentions feature allows you to ping another User or Team in a note on a conversation and send them a notification without having to assign it to them. This article is all about how @mentions
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Manually Forward Email to Help Scout
Every now and then, you might get an email in your inbox that needs to be a conversation in Help Scout. All you have to do is forward the email from your personal mailbox to your Help Scout Inbox,
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Manage multiple Docs sites
You might want to create different Docs sites for each of your products or brands. This article talks about creating and managing multiple Docs sites. In this article What is multi-site support?
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Auto-forward From a Google Workspace Group
If you already have a Google Workspace (formerly known as G Suite) Group you've been using, you will need to add your Help Scout email address as a member of the group and you may need to adjust some
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Auto-forward Google Workspace Aliases to Help Scout
If you are using aliases (alternate email addresses) at Google Workspace to handle your group email addresses, you can split the email sent to each alias into different inboxes at Help Scout using
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Use AI Assist in Help Scout
We all get by with a little help from our friends, and we'd like to introduce you to AI Assist, your new friend in Help Scout! If you want to double check your grammar in a Message, change the tone
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Create a New Beacon
Beacon, our dynamic corner widget, seamlessly integrates live chat, Scout, Docs help, and proactive Messages — all in one convenient location! You must have the Messages & Beacons: Create, edit,
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Docs SSL
HTTPS is a modern encryption protocol that creates a secure connection between your browser and the sites you visit. Our goal is to provide HTTPS (SSL) connections by default for all Docs sites. In
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Manual Workflows
Manual workflows allow you to execute multiple actions on a conversation in just a couple of clicks. This can save your team time as well as ensure consistency across the team. If you're just getting
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Create a Modal Message
NEW A modal Message will show over your regular site or web-based app's content, allowing you to place a notice front and center that has to be clicked or dismissed to continue. Use a modal Message
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Create and Manage User Accounts
Users are members of your organization or team who have access to Help Scout. Account Owners and Administrators can create and manage all aspects of a user account. This article will cover all of the
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Create and Manage Docs Collections and Categories
This article will help you understand the basic organizational structure within Docs. You'll also learn how to manage collections and categories. In this article What Are Collections and Categories?
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Manage Scout Exclusions
Exclusions tell Scout which topics it should not try to answer itself. When a customer’s question matches an exclusion, Scout escalates the conversation to your team right away. Use exclusions to set
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Popular Docs Styling Tricks
Docs can be completely customized using CSS, but if you haven't spent much time designing websites, CSS can feel intimidating to start. Here are some easy copy+paste CSS examples for some of the most