> ## Documentation Index
> Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Help Scout

> Connect Help Scout so your AI agent can escalate a conversation by opening a ticket for your support team

## Overview

Integrating Help Scout with Chatbase lets your AI agent escalate complex customer issues to your human support team by creating a ticket directly in Help Scout. The ticket includes a clear summary of the customer's issue along with the relevant conversation context.

Your support team receives everything it needs upfront, so customers never have to repeat themselves. The AI handles routine inquiries instantly, and when escalation is needed, Help Scout becomes the system where your human agents step in.

<Card title="What you can do:" icon="ticket">
  Let the AI resolve routine questions on its own, and hand off to Help Scout the moment a case needs a person, with the full context already attached.
</Card>

## Before you start

* A Chatbase account with an AI agent
* A Help Scout account, and the credentials to authorize the connection

## How to connect Help Scout

<Steps>
  <Step title="Open your Chatbase AI agent">
    Log in to your [Chatbase dashboard](https://www.chatbase.co/dashboard/) and select the AI agent you want to connect.
  </Step>

  <Step title="Connect Help Scout">
    Choose **Integrations**, then click **Connect** under Help Scout to enter your credentials and finish the integration.
  </Step>

  <Step title="Create the Escalations action">
    Configure your Escalations action to route tickets to Help Scout. Follow the [Escalations action guide](/docs/user-guides/chatbot/actions/escalate-to-human) to set it up.
  </Step>
</Steps>

<Check>
  Test the integration by asking your AI agent to speak to a human, and confirm a ticket appears in Help Scout with the conversation summary attached.
</Check>

## Next steps

<Card icon="users" href="/docs/user-guides/chatbot/actions/escalate-to-human" title="Escalations action">
  Configure when your AI agent escalates, which details it collects first, and which channels it can escalate from.
</Card>