Help more people faster with Workflows

As your volume increases, Help Scout Workflows keep you on top of the queue. Use them to automate repetitive tasks and keep response times low.

Three people in a meeting looking at charts on a whiteboard

What are Workflows?

Other than magic? Workflows automate the tedious but critical tasks your team needs to complete. They act based on conditions you set to do everything from the simplest filtering and routing to complex process wizardry.

Use workflows to meet SLAs, bring order to chaos, and serve customers faster.

Workflow building blocks

Every Workflow starts with a goal: If one event takes place, what action should happen after?

You can add multiple conditions to a single workflow, such as: If the subject line contains “Refund,” then add a tag for “Payments.”

Workflow blocks demonstrating how to setup a workflow

Create workflows to help with your everyday projects

Using blocks to automate sorting email conversations based on content.

Available on the Standard plan

A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes.

See Help Scout in action.  Get a Demo

People coming out a store happy after their purchase