How to Set Up Auto-Responders in HelpScout

1. First, log in to your Help Scout dashboard.

2. Next, click on "Manage".

3. After that, click on "Inbox".

4. Next, click on the inbox to which you want to add an auto-responder.

5. Now, click on Workflows.

6. Here, click on "New Workflow".

7. Start by naming the workflow and adding a type to it.

8. Then, click on "Next Step".

9. After, click on "Select a Condition".

10. Add the condition as per your needs.

11. After that, click on "Next Step".

12. Next, click on "Select an Action" and add an action.

13. Once done, click on Next Step.

14. Finally, click on Active Workflow, and it will act as an auto-responder for the given condition.

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This interactive demo/guided walkthrough on How to Set Up Auto-Responders in HelpScout was created using Supademo.

How to Set Up Auto-Responders in HelpScout : Step-by-Step Guide

Start by logging into your Help Scout account to access the main dashboard where you manage your support operations.

Once you’re on the dashboard, find and select the “Manage” option in the sidebar to begin configuring your settings.

Inside the Manage section, navigate to the “Inbox” tab where all your communication channels are listed.

Here, choose the specific inbox you want to set up with an auto-responder. This ensures responses go to the right place.

Next, select Workflows from the menu to open the automation options related to your inbox.

To create a new automation, click on the “New Workflow” button, which lets you start customizing the auto-responder.

Begin by giving your workflow a clear name and select the type that best describes the action you want it to perform.

Once you’ve set the name and type, proceed by clicking the “Next Step” button to move forward with your setup.

Now, select “Choose a Condition” to specify when this workflow should trigger in your inbox.

Define the condition carefully based on your requirements — this controls what types of messages will activate the auto-response.

After setting your condition, click “Next Step” to continue refining your workflow.

Then, select “Choose an Action” to decide what the auto-responder should do when the condition is met.

Once you’ve added the appropriate action, continue by clicking on the Next Step button to proceed.

Finally, activate the workflow by clicking Active Workflow. This enables your auto-responder to start handling messages automatically based on your settings.

That’s it! You’ve now quickly created a Supademo workflow to automate your customer inbox interactions.

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