Setting up Help Scout as a Source

Connecting Help Scout makes it easy to power Guru's AI with your customer support knowledge. Learn how to connect your Help Scout account and turn existing tickets into searchable resources.

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Access Required
Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Help Scout Access: You must be an Admin in Help Scout to connect as a Source.

Setting Up Help Scout as a Source

In Guru, go to Manage.
Select Sources, then click Add Source.
Choose Help Scout from the list of integrations.
Grant Guru permission to access your Help Scout data.
Configure selective sync filters (optional):
- Filter by Date Modified to sync tickets from a specific time period.
Authenticate using your Help Scout account credentials.
Grant Guru permission to access your Help Scout data.
Add a display name for the Source (optional) and click Connect Source.
Assign which Guru Groups should have access to this content.

Objects synced from Help Scout

Primary objects are the objects used to generate the search record.

Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Ticket	Primary Object: Help Scout support conversations	• Name • Description • Status (Enum) • Ticket type • Contact (UUID) • Creator (UUID) • Assignees (Array) • Assigned teams (Array) • Collections (Array) • Tags (Array) • Attachments (Array) • Ticket URL • Completed at • Remote created at • Remote updated at • Remote ID • Remote data
Comment	Conversation replies and notes	• HTML body • User (UUID) • Contact (UUID) • Is private (Boolean) • Remote created at • Remote ID • Remote data
Attachment	File attachments on conversations	• File name • File URL • Content type • Uploaded by (UUID) • Remote created at • Remote ID • Remote data
User	Help Scout team members	• Email address • Avatar • Remote ID • Remote data
Contact	Customer contacts	• Details • Remote ID • Remote data
Account	Customer companies/organizations	• Name • Domains (Array) • Remote ID • Remote data
Collection	Help Scout mailboxes/inboxes	• Name • Collection URL • Remote created at • Remote updated at • Remote ID • Remote data
Tag	Conversation tags/labels	• Name • Remote ID • Remote data
Team	Agent teams/groups	• Name • Remote ID • Remote data

Permissions

When you connect Help Scout as a source in Guru, you'll permission that content in Guru. Learn more here.
If someone is not provided with access in Guru to this source, they will not see Help Scout results in searches or when chatting with Guru.

Updated 15 days ago