Help Scout reports
and dashboards
Bring your Help Scout data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Help Scout data, connected.
Help Scout tracks your support conversations and response times, but understanding how support quality affects customer retention or which product issues drive the most tickets requires connecting to your CRM and product analytics.
Filament links Help Scout to your other tools and answers questions about support patterns, customer satisfaction trends, and team performance in plain English.
Data we sync
ConversationsExample fields: Conversation id, Status
Track customer support threads with conversation status, thread type, message content, and response timing. Analyze resolution patterns across mailboxes and teams.
conversation_idstatusthread_typecreated_atclosed_atmailbox_idassignee_id
Conversation TagsExample fields: Conversation id, Tag name
Categorize support requests with custom tags and track tag frequency across conversations. See which issues appear most often and how they correlate with customer behavior.
conversation_idtag_namecreated_at
CustomersExample fields: Customer id, Email
Track customer profiles with contact information, custom properties, and social profiles. Connect support history to customer attributes for deeper analysis.
customer_idemailfirst_namelast_namecreated_atlocation
Customer PropertiesExample fields: Customer id, Property name
Store custom customer attributes and fields specific to your business. Link these properties to support patterns and product usage.
customer_idproperty_nameproperty_value
ThreadsExample fields: Thread id, Conversation id
Analyze individual messages and replies within conversations, including customer messages, internal notes, and agent responses. Track response times and message patterns.
thread_idconversation_idtypecreated_bybodycreated_at
MailboxesExample fields: Mailbox id, Name
Track support channels and mailbox configuration. Compare performance across different support channels and team workflows.
mailbox_idnameemailcreated_at
AssignmentsExample fields: Conversation id, Assignee id
Monitor conversation ownership and team member workload. See who handles which types of requests and how assignments affect resolution time.
conversation_idassignee_idassigned_at
Custom FieldsExample fields: Conversation id, Field name
Capture conversation-specific data with custom fields. Track issue types, product versions, or any business-specific attributes attached to support requests.
conversation_idfield_namefield_value
Help Scout works well with

Stripe
Connect Help Scout conversations with Stripe payment data to see how support interactions affect customer lifetime value, which issues correlate with churn, or whether high-touch support drives more upgrades.

HubSpot
Connect Help Scout support history with HubSpot CRM data to analyze how support interactions influence deal progression, which customer segments need the most help, or how response time affects customer satisfaction scores.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
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Your questions, answered.
How do I connect Help Scout?
This connection uses Fivetran.
You need a Help Scout Standard or Plus subscription and Account Owner or Administrator access.
- Open Apps in Filament and add Help Scout.
- Select Authorize Connection, sign in to Help Scout and approve access. Check that you are authorising the intended account.
- After returning to the connection form, select Save & Test, then complete setup in Filament.
How far back does Filament sync Help Scout data?
Filament syncs your complete Help Scout history, including all conversations, customer profiles, and tags from when you first started using Help Scout. This lets you analyze long-term support trends and compare year-over-year performance.
Can I connect multiple Help Scout mailboxes to Filament?
Yes. Filament syncs all mailboxes from your Help Scout account automatically. You can analyze performance across different support channels or filter to specific mailboxes when asking questions.
How often does Filament update Help Scout data?
Filament syncs Help Scout data every few hours, so your dashboards and answers reflect recent conversations and customer interactions. You can ask about today's support volume or this week's resolution times and get current information.
Can I see which customers have both support tickets and product activity?
Yes. When you connect Help Scout with your product analytics or CRM, Filament matches customers across tools automatically. Ask questions like which features generate the most support requests or how support interactions affect retention.
Which Help Scout KPIs can I track?
Conversation volume: count conversations by mailbox and creation date. First response time: time from the customer’s opening message to the first team reply. Resolution time: time from opening to closing a conversation. Define how reopened conversations and business hours are handled.


