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Put support history into the account view
Connect Salesforce and Help Scout to one company memory, and a single question reads both.
Account teams make renewal calls without knowing the customer has raised four tickets in a fortnight, because the support desk is not in Salesforce and nobody checks it first.
Questions that need both
Each of these is unanswerable inside either product on its own. Agent mode reads both, resolves the customer to one entity, and ends with a line per system it consulted.
- ›Which accounts renewing this quarter have open support escalations?
- ›Summarise everything support has heard from BigCo this year
- ›Is ticket volume up for any of our top ten accounts?
What each side brings
Salesforce
Ask your CRM questions in plain English, down to the SOQL.
- Full-text search across accounts, contacts, leads, opportunities and cases
- Record detail with contacts, open opportunities, cases and case comments
- Read-only SOQL queries with row caps, including custom objects and fields
- Object and field discovery so the model writes correct SOQL
Help Scout
AI that reads your support conversations and cross-references the customer everywhere else.
- Search conversations by text, customer email, tag, status, mailbox, assignee or dates, or with raw Help Scout query syntax
- Read a conversation with every thread in order, HTML stripped
- Find customers by name, email or organisation and see their recent conversations
- List mailboxes, folders, agents and tags so ids become names
Who this is for
- SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
- SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
Other seams worth closing
Ask one question across both
Seven days free. One price per organisation, nothing metered, and model usage stays on your own provider keys.