Role: Admin, Account Manager
How to connect Help Scout?
When signing up, you will be asked to connect your help desk. The first step is to choose Help Scout from the list of our integrations.
Give your Connection a name (useful in case you add multiple connections in future).
Click continue then you will be taken to Help Scout where you are asked to give Klaus authorization to access your account.
That's it! We will start syncing conversations from your Help Scout account. This may take some time depending on the options you selected. You can contact our Support team if you have any questions.
If you wish to connect more than one instance of Help Scout or another software, you can do that in Account Settings > Connections once you enter Klaus.
When connecting Help Scout , you can also have some addition security options which allow you to stop some specific information and conversations being synced with Klaus. You can see more on this here.