10 available actions
What your AI agent can do in HelpSpot
HelpSpot is a customer support platform for managing requests, staff workflows, time tracking, saved responses, reports, and help desk metadata. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Search RequestsSearch support requests by text, customer, state, assignment, or date and return one concise cursor-controlled page.
- Get Current UserReturn the connected HelpSpot staff user's identity, defaults, and support capabilities without authentication tokens.
- Create RequestCreate a staff-side support request with an initial customer-visible or internal note.
- Update RequestUpdate request, customer, assignment, and state fields and optionally append one customer-visible or internal note.
- Run FilterReturn one cursor-controlled page of request summaries from a saved or built-in HelpSpot queue filter.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get Current UserReturn the connected HelpSpot staff user's identity, defaults, and support capabilities without authentication tokens.
- Get RequestReturn one support request with normalized history and optional time total; fail clearly when HelpSpot returns its sparse HTTP-200 missing-request shape.
- List FiltersList the connected staff user's saved and built-in queue filters, including symbolic selectors such as inbox and myq.
- List Saved ResponsesList reusable response templates available to the connected staff user, either all templates or the user's ten most-used templates.
- List Support OptionsList IDs and labels used to categorize, assign, route, or set the status of HelpSpot requests.
- Search RequestsSearch support requests by text, customer, state, assignment, or date and return one concise cursor-controlled page.
Create & communicateCreate records or send supported messagesView 1 action
- Create RequestCreate a staff-side support request with an initial customer-visible or internal note.
Update & manageChange and manage existing recordsView 3 actions
- Run FilterReturn one cursor-controlled page of request summaries from a saved or built-in HelpSpot queue filter.
- Set Request SubscriptionSubscribe or unsubscribe a staff user from updates to one support request.
- Update RequestUpdate request, customer, assignment, and state fields and optionally append one customer-visible or internal note.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect HelpSpot
How does the agent connect to HelpSpot?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in HelpSpot?
The page above lists the 10 actions currently available through the HelpSpot connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is HelpSpot included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until HelpSpot is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put HelpSpot to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.