Helpscout Skill

Description

This skill interacts with Helpscout to fetch conversations from specific inboxes and send replies. It is designed to streamline customer support operations directly from OpenClaw.

Features

• Fetch conversations from multiple Helpscout inboxes
• Send replies to conversations (customer-visible or internal notes)
• Filter by status, folder, assignee, customer, tags, and more
• Sort conversations by various fields
• Embed thread data directly in the response
• Securely authenticate using an API key and App Secret
• Handle potential errors like invalid credentials or network issues gracefully

Setup Instructions

To use this skill, you need to configure Helpscout credentials and specify the IDs of the inboxes you want to fetch conversations from.

1. Retrieve Helpscout API Key & App Secret

1. Go to your Helpscout account.
2. Navigate to Manage > Apps.
3. Create or open your app to retrieve the following details:
   • API Key
   • App Secret

2. Collect Inbox IDs

1. Retrieve the IDs of the inboxes you want to fetch conversations from using Helpscout's API documentation.

3. Save Credentials in OpenClaw

Use the following command to save your Helpscout credentials:

cat ~/.openclaw/openclaw.json | jq '.skills.entries.helpscout = {
  enabled: true,
  env: {
    API_KEY: "your-api-key",
    APP_SECRET: "your-app-secret",
    INBOX_IDS: ["inbox-id-1", "inbox-id-2"]
  }
}' | openclaw gateway config.apply

4. Verify Configuration

To ensure the credentials are properly set, check your configuration:

openclaw gateway config.get

Make sure the helpscout object looks correct (avoid sharing the API_KEY or APP_SECRET).

Usage

Basic Usage

Fetch all active conversations from configured inboxes:

const { fetchAllInboxes } = require('./index.js');

// Fetch all active conversations (default)
const results = await fetchAllInboxes();

Advanced Filtering

const { fetchConversations } = require('./index.js');

// Fetch closed conversations from a specific inbox
const conversations = await fetchConversations(321755, {
  status: 'closed',
  sortField: 'modifiedAt',
  sortOrder: 'desc',
  page: 1
});

// Fetch conversations assigned to a specific user
const assigned = await fetchConversations(321755, {
  assignedTo: 782728,
  status: 'active'
});

// Fetch conversations with a specific tag
const tagged = await fetchConversations(321755, {
  tag: 'urgent',
  status: 'active'
});

// Fetch conversations with embedded threads
const withThreads = await fetchConversations(321755, {
  embed: 'threads',
  status: 'active'
});

// Advanced search query
const searched = await fetchConversations(321755, {
  query: '(customerEmail:[email protected])',
  status: 'all'
});

Sending Replies

const { sendReply } = require('./index.js');

// Send a customer-visible reply (will send email)
await sendReply(3227506031, {
  text: 'Hi there,\
\
Thanks for your message!\
\
Best regards,',
  inboxId: 321755  // Required to auto-fetch customer ID
});

// Send a reply without emailing the customer (imported)
await sendReply(3227506031, {
  text: 'Draft reply - not sent to customer yet',
  customerId: 856475517,  // Or provide inboxId to auto-fetch
  imported: true
});

// Send a reply and close the conversation
await sendReply(3227506031, {
  text: 'All done! Let me know if you need anything else.',
  inboxId: 321755,
  status: 'closed'
});

// Create an internal note
const { createNote } = require('./index.js');
await createNote(3227506031, 'Internal note: Customer called, issue resolved.');

sendReply Options

createNote

Available Options (fetchConversations)

Security Best Practices

• Never hardcode credentials into your codebase.
• Use OpenClaw's config.apply system for securely managing sensitive details.
• Avoid sharing sensitive parts of your configuration output (API_KEY and APP_SECRET) with others.

Contribution Guidelines

• Ensure compliance with Helpscout's API usage policies.
• Add documentation for any new features added.