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Help Scout Support
<!DOCTYPE html> <html> <head> <meta charset="utf-8"/> <title>Help Scout Support</title> <meta name="viewport" content="width=device-width, maximum-scale=1"/> <meta name="apple-mobile-web-app-capable" content="yes"/> <meta name="format-detection" content="telephone=no"> <meta name="description" content="Frequently asked questions and support documentation for Help Scout"/> <meta name="author" content="Help Scout"/> <link rel="canonical" href="https://docs.helpscout.com"/> <link rel="stylesheet" href="//d3eto7onm69fcz.cloudfront.net/assets/stylesheets/launch-1732006970227.css"> <style> body { background: #f7f9fa; } .navbar .navbar-inner { background: #3197d6; } .navbar .nav li a, .navbar .icon-private-w { color: #adefff; } .navbar .brand, .navbar .nav li a:hover, .navbar .nav li a:focus, .navbar .nav .active a, .navbar .nav .active a:hover, .navbar .nav .active a:focus { color: #ffffff; } .navbar a:hover .icon-private-w, .navbar a:focus .icon-private-w, .navbar .active a .icon-private-w, 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<button type="button" class="btn btn-navbar" data-toggle="collapse" data-target=".nav-collapse"> <span class="sr-only">Toggle Navigation</span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <div class="nav-collapse collapse"> <nav role="navigation"><!-- added for accessibility --> <ul class="nav"> <li id="home" class="active"><a href="/">Home <b class="caret"></b></a></li> <li id="getting-started"><a href="/collection/1543-getting-started">Getting Started <b class="caret"></b></a></li> <li id="inbox-2"><a href="/collection/1586-inbox-2">Inbox 2 <b class="caret"></b></a></li> <li id="account-management"><a href="/collection/1546-account-management">Account Management <b class="caret"></b></a></li> <li id="inbox"><a href="/collection/1-inbox">Inbox <b class="caret"></b></a></li> <li id="beacon"><a href="/collection/1202-beacon">Beacon <b class="caret"></b></a></li> <li id="docs"><a href="/collection/3-docs">Docs <b class="caret"></b></a></li> <li id="channels-apps"><a href="/collection/1549-channels-apps">Channels & Apps <b class="caret"></b></a></li> <li id="status"><a href="/collection/1454-status">Status <b class="caret"></b></a></li> </ul> </nav> </div><!--/.nav-collapse --> </div><!--/container--> </div><!--/navbar-inner--> </header> <section id="docsSearch"> <h1>How can we help?</h1> <form action="/search" method="GET" id="searchBar" autocomplete="off"> <input type="text" name="query" title="search-query" class="search-query" placeholder="Search Beacon, Docs, Reports, etc" aria-label="Search Beacon, Docs, Reports, etc" value=""> <button type="submit" aria-label="Search"><i class="icon-search lp"></i><span>Search</span></button> <div id="serp-dd" style="display:none;"> <ul class="result"></ul> </div> </form> </section><!--/docsSearch--> <section id="contentArea" class="container-fluid"> <div id="noResults" style="display:none;">No results found</div> <section class="collection-category" id="collection-category-1543"> <h2 id="collection-1543"><a href="/collection/1543-getting-started">Getting Started</a></h2> <section class="category-list"> <a class="category" id="category-1552" href="/category/1552-set-up-your-account"> <h3>Set Up Your Account</h3> <p>Get to know Inbox, Beacon, and Docs, and get your emails forwarding</p> <p class="article-count"> <span class="notranslate">8</span> articles </p> </a><!-- /category --> <a class="category" id="category-1553" href="/category/1553-work-with-your-team"> <h3>Work With Your Team</h3> <p>Administration tips and collaboration tools</p> <p class="article-count"> <span class="notranslate">7</span> articles </p> </a><!-- /category --> <a class="category" id="category-1555" href="/category/1555-explore-proactive-messages"> <h3>Explore Proactive Messages</h3> <p>Let Messages improve your customer outreach with some use cases and idea</p> <p class="article-count"> <span class="notranslate">7</span> articles </p> </a><!-- /category --> <a class="category" id="category-1554" href="/category/1554-self-service-best-practices"> <h3>Self Service Best Practices</h3> <p>Help your customers help themselves</p> <p class="article-count"> <span class="notranslate">3</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-1586"> <h2 id="collection-1586"><a href="/collection/1586-inbox-2">Inbox 2</a></h2> <section class="category-list two-col"> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-1546"> <h2 id="collection-1546"><a href="/collection/1546-account-management">Account Management</a></h2> <section class="category-list"> <a class="category" id="category-1558" href="/category/1558-company-settings"> <h3>Company Settings</h3> <p>Manage account wide settings like permissions, 2FA, SSO, content filtering, and more</p> <p class="article-count"> <span class="notranslate">19</span> articles </p> </a><!-- /category --> <a class="category" id="category-1557" href="/category/1557-manage-users"> <h3>Manage Users</h3> <p>Help for managing user profiles and permissions</p> <p class="article-count"> <span class="notranslate">7</span> articles </p> </a><!-- /category --> <a class="category" id="category-1556" href="/category/1556-payment-and-billing"> <h3>Payment and Billing</h3> <p>Answer your questions about payment options and billing details</p> <p class="article-count"> <span class="notranslate">9</span> articles </p> </a><!-- /category --> <a class="category" id="category-1559" href="/category/1559-reports"> <h3>Reports</h3> <p>Information on in-app reports with explanation of metrics</p> <p class="article-count"> <span class="notranslate">11</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-1"> <h2 id="collection-1"><a href="/collection/1-inbox">Inbox</a></h2> <section class="category-list"> <a class="category" id="category-74" href="/category/74-copying-email-to-help-scout"> <h3>Copy Email to Help Scout</h3> <p>Create auto-forwarding rules, connect contact forms, troubleshoot email delivery</p> <p class="article-count"> <span class="notranslate">19</span> articles </p> </a><!-- /category --> <a class="category" id="category-24" href="/category/24-mailbox-and-user-settings"> <h3>Inbox Settings</h3> <p>Manage Inbox settings such as sending options and Inbox defaults</p> <p class="article-count"> <span class="notranslate">21</span> articles </p> </a><!-- /category --> <a class="category" id="category-23" href="/category/23-working-with-conversations"> <h3>Work with Conversations</h3> <p>Reply to conversations, forward emails, merge duplicates, and more</p> <p class="article-count"> <span class="notranslate">31</span> articles </p> </a><!-- /category --> <a class="category" id="category-230" href="/category/230-productivity"> <h3>Productivity</h3> <p>Workflows and folders, add tags, respond to email notifications, search</p> <p class="article-count"> <span class="notranslate">23</span> articles </p> </a><!-- /category --> <a class="category" id="category-1568" href="/category/1568-customer-management"> <h3>Customer Management</h3> <p>Manage customer profiles and properties</p> <p class="article-count"> <span class="notranslate">6</span> articles </p> </a><!-- /category --> <a class="category" id="category-604" href="/category/604-mobile-apps"> <h3>Mobile Apps</h3> <p>Work in your Inbox from iOS or Android devices in mobile apps</p> <p class="article-count"> <span class="notranslate">4</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-1202"> <h2 id="collection-1202"><a href="/collection/1202-beacon">Beacon</a></h2> <section class="category-list"> <a class="category" id="category-1205" href="/category/1205-get-started-with-beacon-20"> <h3>Get Started with Beacon</h3> <p>Learn about Beacon with live chat and proactive Messages</p> <p class="article-count"> <span class="notranslate">6</span> articles </p> </a><!-- /category --> <a class="category" id="category-1573" href="/category/1573-beacon-settings"> <h3>Beacon Settings</h3> <p>Beacon options and advanced customization</p> <p class="article-count"> <span class="notranslate">9</span> articles </p> </a><!-- /category --> <a class="category" id="category-1574" href="/category/1574-add-beacon-to-your-site-or-app"> <h3>Add Beacon to Your Site or App</h3> <p>Guides for some of the more popular website builders and some general help</p> <p class="article-count"> <span class="notranslate">8</span> articles </p> </a><!-- /category --> <a class="category" id="category-1211" href="/category/1211-live-chat"> <h3>Live Chat</h3> <p>Learn about chat availability, saved replies, notifications, and assignments</p> <p class="article-count"> <span class="notranslate">10</span> articles </p> </a><!-- /category --> <a class="category" id="category-1358" href="/category/1358-messages"> <h3>Messages</h3> <p>Proactively send targeted, in-app notifications to your customers</p> <p class="article-count"> <span class="notranslate">10</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-3"> <h2 id="collection-3"><a href="/collection/3-docs">Docs</a></h2> <section class="category-list"> <a class="category" id="category-41" href="/category/41-public-website-setup"> <h3>Get Started With Docs</h3> <p>Setting up collections and categories, creating new articles, and using Docs search</p> <p class="article-count"> <span class="notranslate">8</span> articles </p> </a><!-- /category --> <a class="category" id="category-126" href="/category/126-managing-docs-in-help-scout"> <h3>Manage Docs</h3> <p>Using a custom domain, sorting content, and managing multiple sites</p> <p class="article-count"> <span class="notranslate">15</span> articles </p> </a><!-- /category --> <a class="category" id="category-217" href="/category/217-formatting-content"> <h3>Customize Your Docs Site</h3> <p>Styling your Docs articles and sites</p> <p class="article-count"> <span class="notranslate">9</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <section class="collection-category" id="collection-category-1549"> <h2 id="collection-1549"><a href="/collection/1549-channels-apps">Channels & Apps</a></h2> <section class="category-list"> <a class="category" id="category-1561" href="/category/1561-analytics"> <h3>Analytics</h3> <p>Integrations to help you analyze data from Help Scout</p> <p class="article-count"> <span class="notranslate">8</span> articles </p> </a><!-- /category --> <a class="category" id="category-1560" href="/category/1560-apps"> <h3>Apps</h3> <p>Build custom apps and integrations using Help Scout's API and apps tools</p> <p class="article-count"> <span class="notranslate">3</span> articles </p> </a><!-- /category --> <a class="category" id="category-1562" href="/category/1562-communication"> <h3>Communication</h3> <p>Apps that integrate other communications tools into Help Scout</p> <p class="article-count"> <span class="notranslate">16</span> articles </p> </a><!-- /category --> <a class="category" id="category-1567" href="/category/1567-connectors"> <h3>Connectors</h3> <p>Apps that help you connect Help Scout to other apps</p> <p class="article-count"> <span class="notranslate">2</span> articles </p> </a><!-- /category --> <a class="category" id="category-1563" href="/category/1563-crm"> <h3>CRM</h3> <p>Integrations with Customer Relationship Management tools</p> <p class="article-count"> <span class="notranslate">6</span> articles </p> </a><!-- /category --> <a class="category" id="category-1564" href="/category/1564-ecommerce"> <h3>Ecommerce</h3> <p>Connect to ecommerce apps like Shopify, WooCommerce, and more</p> <p class="article-count"> <span class="notranslate">5</span> articles </p> </a><!-- /category --> <a class="category" id="category-1565" href="/category/1565-marketing"> <h3>Marketing</h3> <p>Keep your marketing and support teams in sync with these integrations</p> <p class="article-count"> <span class="notranslate">4</span> articles </p> </a><!-- /category --> <a class="category" id="category-1566" href="/category/1566-support"> <h3>Support</h3> <p>Integrate other support channels into Help Scout and manage it all in one place</p> <p class="article-count"> <span class="notranslate">14</span> articles </p> </a><!-- /category --> </section><!-- /category-list --> </section><!-- /collection --> <footer class="center"> <p>© <a href="https://www.helpscout.com/">Help Scout</a> 2024. <span>Powered 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