Claude and Help Scout

Claude

Actions

• Ask ClaudeAsk Claude to write, summarise or answer something, and get its reply.
• Start an agentHand a task to an agent you've set up in the Claude Console. It works on its own in Anthropic's cloud, so follow this step with 'Wait for a Claude agent's reply' to get its answer.
• Wait for an agent's replyWait until a Claude agent has finished its task, then get its reply. If the agent asks permission to use a tool, this step declines, as nobody is there to approve it.
• Analyze a documentAsk Claude a question about a PDF or text document, such as a contract, report or invoice, and get its answer.
• Analyze an imageAsk Claude a question about a picture, such as a photo, a screenshot or a scanned form, and get its answer.
• Upload a fileStore a document or picture with Claude, so 'Analyze a document' and 'Analyze an image' can read it by its ID as often as you like without sending it again.

Help Scout

Triggers

• New conversationRuns for each new Help Scout conversation, with its subject, the start of what the customer wrote and who they are. Conversations already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

• List conversationsFind conversations in an inbox by folder, status, tags, assignee, number or last-modified date, or with Help Scout's search syntax.
• Get conversationRead one conversation: subject, status, inbox, customer, assignee, tags, custom fields and a link to open it in Help Scout - optionally with every message and note in it.
• Create conversationStart a new conversation in an inbox, as a customer email, a reply, or an internal note.
• Update conversationMove a conversation to another inbox, change its subject, status, primary customer or assignee.
• Tag conversationAdd, remove, replace or clear a conversation's tags.
• Delete conversationPermanently delete a conversation.