Connect Help Scout to Copilot
Send Help Scout customers, users, conversations and 8 more data types to Copilot on a schedule. Filter by date. Refresh as often as every 15 minutes.
Copilot
Which open Help Scout deals haven't moved stage in the last 30 days?
Querying the Help Scout data set in Coupler.io
How to connect Help Scout and Copilot
4 steps. You can preview the Help Scout data in Coupler.io before anything reaches Copilot.
Step 1 of 4
Connect Help Scout
Sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Sign in with Help Scout
Step 2 of 4
Choose what to export
Pick the Help Scout data you want in Copilot.
Show 3 more data types Show fewer data types
Step 3 of 4
Connect Copilot
In Copilot Studio, add a Model Context Protocol tool to your agent with the Coupler.io MCP server URL from the destination step. Each user signs in to Coupler.io once.
Step 4 of 4
Set a schedule
Copilot sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Help Scout integrations with these destinations
Get the most of Help Scout to Copilot integration
Gather data
Understand data
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Act on data
11 data types, including Customers, Users, Conversations, Conversation threads and Inboxes.
You sign in to Help Scout and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Copilot queries it read-only when you ask a question. It can't edit or delete Help Scout rows.
Microsoft Copilot Studio. Add Coupler.io to your agent as an MCP tool, and the agent can query your Help Scout data.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example GoHighLevel or Pipedrive, and join or append them before the data reaches Copilot.
