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Help Scout + Querri

Help Scout support metrics, asked in plain language

Querri reads Help Scout conversations with every thread, the customers who wrote in, and inboxes, folders, custom fields, tags, users, teams and workflows, so you can question your support history from any angle.

Querri only reads from Help Scout and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.

What you can answer

Questions teams ask about their Help Scout data

Which customers write in most, and what are they worth?

Help Scout knows who contacts you, but contract value lives in HubSpot. Querri matches customers by email across both and ranks them by volume and value.

HubSpot

How is conversation volume trending by tag?

Spotting a slow climb in one tag means exporting conversations and counting tags by hand. Querri keeps volume by tag and inbox on a dashboard that updates after each sync.

Dashboards

Can each team lead see only their own inbox?

Inbox access in Help Scout doesn't carry over to exported spreadsheets. In Querri, row-level access by inbox keeps each lead to their own conversations in chat and dashboards.

Workspaces & access

What comes over

What Querri reads from Help Scout

Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.

  • Conversations
  • Threads
  • Customers
  • Inboxes
  • Custom fields
  • Folders
  • Users
  • Teams
  • Tags
  • Workflows

Refreshed on your schedule

Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.

Read only

Querri reads from Help Scout and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.

Who sees what

Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.

How to connect

Connect Help Scout to Querri

  1. 1

    Ask the Connector Agent

    Say "connect Help Scout" or pick it from the connector catalog.

  2. 2

    Sign in or add your credentials

    Help Scout connects through an app's Application ID and Application Secret, both entered in the secure form, with a start date for the oldest conversations.

  3. 3

    Choose what to bring in

    Pick the data you want and how often it refreshes, then approve the first load.

  4. 4

    Ask your first question

    The data lands in your Library, ready for chat, dashboards and scheduled reports.

FAQ

Help Scout and Querri: common questions

How do I connect Help Scout to Querri?

Ask the Connector Agent to connect Help Scout, then enter an Application ID and Application Secret from a Help Scout app, plus a start date, in the secure form.

What Help Scout data does Querri sync?

Conversations and their threads, customers, inboxes with their custom fields and folders, users, teams and team members, tags and workflows. Conversations keep their inbox, status, tags, primary customer and creation date.

How often does Help Scout data refresh?

On the schedule you set, daily, weekly or monthly, or on demand. Every sync reloads the data from your start date, so questions run on the copy from the latest sync.

Are custom fields included?

Yes. Each inbox's custom field definitions come over, and conversations carry their custom field values, so you can filter or group conversations by them in any question.

Does Querri change anything in Help Scout?

No. Querri only reads from Help Scout. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.

Is my Help Scout data secure in Querri?

Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.

Ask your Help Scout data a question today

Connect Help Scout, add the rest of your systems, and get answers your whole team can check.