# Connect Help Scout to DocsBot AI When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Add lead** in [DocsBot AI](https://apiant.ai/connections/docsbot-ai). Describe the whole flow and it is built, tested on every scenario and kept running. Help Scout **4** triggers Help Scout **19** actions DocsBot AI **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Help Scout and DocsBot AI to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Help Scout can start in DocsBot AI - When **New Conversation** in Help Scout then **Add lead** in DocsBot AI - When **New Customer** in Help Scout then **Chat Agent Message (Recommended)** in DocsBot AI Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Help Scout and DocsBot AI ## Triggers and actions 4 triggers · 32 actions - Trigger **New Conversation** Polls for newly created conversations across mailboxes. - Trigger **New Customer** Polls for newly created customers. - Trigger **New Mailbox** Polls for newly created mailboxes. - Trigger **New User** Polls for newly added users (team members). - Action **Add Customer Email** Add an email address to a customer. - Action **Create Customer** Create a new customer record. - Action **Create Note** Add an internal note thread to a conversation. - Action **Create Thread (Reply)** Add a reply thread to an existing conversation. - Action **Delete Conversation** Delete a conversation by ID. - Action **Get Conversation** Retrieve a single conversation by ID. - Action **Get Customer** Retrieve a single customer by ID. - Action **Get Mailbox** Retrieve a single mailbox by ID. - Action **Get User** Retrieve a single user by ID. - Action **List Conversations** List conversations, optionally filtered by mailbox, status, tag, or query. - Action **List Conversation Threads** List all threads on a conversation. - Action **List Customers** List customers, optionally filtered by email, mailbox, or query. - Action **List Mailboxes** List all mailboxes in the account. - Action **List Mailbox Folders** List the folders within a mailbox. - Action **List Tags** List all tags in the account. - Action **List Users** List all users (team members) in the account. - Action **Update Conversation** Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch. - Action **Update Conversation Tags** Replace the tags on a conversation. - Action **Update Customer** Update a customer's profile fields. - Action **Add bot** Creates a new DocsBot bot in a team, optionally copying sources from an existing bot. - Action **Add lead** Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record. - Action **Add source** Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot. - Action **Ask Question (Legacy)** Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history. - Action **Chat Agent Message (Recommended)** Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history. - Action **Create Web Source** Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source. - Action **Delete bot** Permanently deletes a bot from a DocsBot team. - Action **Delete lead** Deletes one captured lead record from a DocsBot bot. - Action **Delete source** Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards. - Action **Get bot** Returns one DocsBot bot with its settings, model, status and source counts. - Action **List bots** Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted. - Action **Semantic Search** Searches a bot's trained content and returns the most relevant source chunks for a natural-language query. - Action **Update bot** Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed. ## Each app on its own - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) - [ **DocsBot AI** DocsBot AI provides instant & accurate answers for you, your customers, or your team with AI powered...](https://apiant.ai/connections/docsbot-ai) Reviews ## What our customers say ## More from Help Scout - [ **Help Scout to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/help-scout-to-hubspot) - [ **Help Scout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/help-scout-to-stripe) - [ **Help Scout to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/help-scout-to-jira) - [ **Help Scout to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/help-scout-to-zoom) - [ **Help Scout to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/help-scout-to-sendgrid) - [ **Help Scout to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/help-scout-to-typeform) ## More into DocsBot AI - [ **HubSpot to DocsBot AI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docsbot-ai) - [ **Salesforce to DocsBot AI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docsbot-ai) - [ **Slack to DocsBot AI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docsbot-ai) - [ **Google Sheets to DocsBot AI** Google Sheets](https://apiant.ai/connect/google-sheets-to-docsbot-ai) - [ **Gmail to DocsBot AI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docsbot-ai) - [ **Google Calendar to DocsBot AI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docsbot-ai) Questions ## Help Scout and DocsBot AI, answered ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocsBot AI when something happens in Help Scout? Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocsBot AI to Help Scout? DocsBot AI has no triggers in the catalog today, so automations start in Help Scout. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it. ### ### Do I have to build a connector for Help Scout or DocsBot AI? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Help Scout and DocsBot AI without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.