Help Scout Screen Recording:
Let Clients Share Their Screen
Instantly request screen recordings with a simple link, without leaving your Help Scout mailbox. Once a client finishes recording, the secure video link is automatically saved as an internal note in the conversation. Zero software installs required.
Eliminate the back-and-forth
Text-based support can be frustrating for both sides. Empower your team to get visual context right where they already work.
Request from the Sidebar
Teammates can easily generate a unique recording link directly from the right-hand sidebar in the Help Scout conversation view. No need to switch tabs or open separate apps.
Zero-Friction for Clients
Clients receive the request link in their email, click it, and instantly record their screen. Zero browser extensions, logins, or downloads required on their end.
Internal Notes & AI
When a recording is submitted, a link is automatically posted in an internal note in the Help Scout conversation. Clicking it opens the video with an AI-generated text summary and clickable timestamps.
Built right into your workflow
You don't need to change how your support team works. ScreenReply seamlessly integrates directly into the Help Scout right-hand sidebar.
How to request a screen recording in Help Scout
Three steps from conversation to video — zero software installs required for your client. Ideal for modern customer support workflows.
Request from the sidebar
The ScreenReply app lives directly in the right-hand sidebar of your Help Scout conversation view. Teammates can generate a recording request link and drop it into their reply with a single click.
100% white-labeled experience
Clients click the link and record their screen instantly in a fully branded environment. You can customize the recording page with your company name, logo, brand colors, and even serve it from your own custom domain.
Review videos from internal notes
Once the recording is complete, an internal note with a direct link is automatically pushed to the Help Scout conversation. Teammates can click the link to open the player to view the video alongside an AI-generated text summary and clickable timestamps.
Frequently Asked Questions
How do I ask a client to record their screen in Help Scout?
Generate a unique request link directly from the ScreenReply app in the Help Scout right-hand sidebar. When the client clicks the link in your reply, they can securely record their screen without installing any extensions. Once finished, an internal note with a direct link is automatically added to the conversation. Teammates can click the link to view the video, read the AI summary, and navigate via timestamps in the dedicated player.
Do our clients need to install any software or extensions?
Zero installations required! When a client clicks your request link, they can securely record their screen directly from their web browser. It’s a completely frictionless experience supported natively on Chrome, Safari, Edge, and Firefox.
Are recordings automatically logged back to Help Scout?
Yes. As soon as the customer finishes and submits their video, the integration automatically posts an internal note directly inside the original conversation. This note contains a secure link—clicking it opens the dedicated ScreenReply player where your team can watch the video, read the AI-generated text summary, and navigate using clickable timestamps.
Can we automate request links using workflows?
While teammates typically generate unique links manually from the sidebar, your technical team can also use our robust REST API to programmatically generate links and pass them into your automated emails or saved replies.
Ready to visually upgrade your support?
Join the teams using ScreenReply and Help Scout to resolve inquiries faster, reduce client frustration, and boost CSAT scores.