Prerequisites
Before you can add the connection, you must create an OAuth application in Help Scout.1
In Help Scout, click your profile icon and go to Your Profile > My Apps.
2
Click Create My App.
3
Enter an app name and enter https://oauth.cdata.com/oauth/ as the Redirection URL.
4
Click Create. Help Scout assigns an App ID and App Secret. Copy them and store the App Secret securely.
Setup Guide
Follow these steps to connect Help Scout to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Help Scout into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Authentication
1
Enter the OAuth Client Id and OAuth Client Secret, which are the App ID and App Secret obtained from Help Scout.
2
Click Sign in to connect securely through OAuth. This action opens the Help Scout sign-in page in a new tab.
3
Log in to your Help Scout account and grant the requested permissions.
4
At the top of the Connect AI Add Help Scout Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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