Export Help Scout conversations
Export customers and conversations. Tag recurring themes for KB and automation.
Help Scout migration guide
Migrate from Help Scout to Helpefi Keep simplicity, add depth.
Graduate from shared inbox to SLA, chat, SMS, AI, and optional ITSM without losing the clean agent experience you liked in Help Scout.
Last updated on 2026-07-08
Written by Malik S
Reviewed by Gandral V
Import to helpefi
Load contacts and tickets via CSV. Connect the same support email address on a parallel forward.
Add SLA and chat
Configure response targets and embed live chat — capabilities beyond Help Scout shared inbox.
Go live
Remove Help Scout forwarding when agents prefer the helpefi workspace and reports meet leadership expectations.
Frequently asked questions
- Will helpefi feel as simple as Help Scout?
- The agent inbox stays focused. Advanced features live in settings until you need them.
- Can we migrate gradually?
- Yes. Forward email to both systems briefly or route one brand/channel to helpefi first.
References & sources
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Helpefi on G2 →
User reviews and ratings for Helpefi on G2.
Upgrade from Help Scout
Start a trial, connect email, and add SLA plus chat when you're ready.
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