SleekView Charts for Groundhogg Help Scout: support-driven dashboards
The Groundhogg Help Scout extension syncs contacts to Help Scout and writes conversation activity back into Groundhogg as funnel triggers and tagged events. SleekView Charts reads gh_activity, gh_contactmeta, and gh_tag_relationships to render conversation volume, status, and tag cards on one screen.
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Reporting that uses Groundhogg's sync activity
The Groundhogg Help Scout integration pushes Groundhogg contacts into Help Scout and triggers funnels when a Help Scout conversation is created, replied to, tagged, or closed. Each trigger writes a row into gh_activity with the contact_id, an activity_type such as helpscout_conversation_created or helpscout_conversation_tagged, and the timestamp. Per-contact sync state lives in gh_contactmeta under keys like helpscout_id and helpscout_last_conversation_at.
The default Groundhogg screens show those events on the contact timeline, but the cross-cutting weekly questions live elsewhere. "How many Help Scout conversations did our customer cohort generate last week?" "Which Groundhogg tags correlate with the highest support volume?" "What is the trend of conversation creation across the last 90 days?" These need ad-hoc filters on gh_activity and joins to the tag relationship table, not a flat per-contact timeline.
SleekView Charts reads the activity table and turns the rows into chart cards. A Number card counts Help Scout conversations created this month, a Donut splits conversations by source tag, a Bar ranks tags by support load, an Area plots daily conversation volume. Cards refresh as the Help Scout webhook fires into Groundhogg, so support-load shifts are visible on the dashboard the week they start.
Workflow
Build the Help Scout dashboard in four steps
Point SleekView at gh_activity
Pick a chart type per question
Set groupBy and date filters
Save the dashboard view
Sample dashboard
Charts you can build from Groundhogg Help Scout data
Conversations this month
Count
Conversations by Groundhogg tag
Count
group by tag_id
Top contacts by conversation count
Count
group by contact_id
Daily conversation volume
Count
group by timestamp
Comparison
Default Groundhogg Help Scout view vs SleekView Charts
Default Groundhogg contact timeline
- Conversation events show on the per-contact timeline but never aggregated
- No headline KPI for conversations created per week or month at a glance
- Tag-driven support load is not visualised across the contact list
- Daily conversation trend across the customer cohort is not built into the UI
- Top-contact rankings by conversation count require manual list scanning
SleekView Charts
-
Number card for conversations this month from
gh_activity -
Donut card splitting load by tag, joined to
gh_tag_relationships -
Bar card ranking contacts by conversation count from
gh_activity -
Area card plotting daily volume from the
timestampcolumn - Dashboard filters scope every card to a tag, segment, or date range in one click
Features
What SleekView Charts gives you for Groundhogg Help Scout
Support load KPIs
Number cards count Help Scout conversations created today, this week, and this month from gh_activity. The figures support leads normally rebuild from Help Scout's reports sit inside WP Admin on a single screen.
Tag-driven load mix
Donut and Bar cards split conversation load across Groundhogg tags. Spot which customer segments drive the bulk of support and which lifecycle stages run quiet, all from the WordPress dashboard.
Conversation trends
Area and Line cards plot conversation volume over the last 30, 60, or 90 days. Useful for spotting release-driven spikes and validating whether new docs or fixes actually reduced inbound volume the week after they shipped.
Audience
Who builds Groundhogg Help Scout dashboards with SleekView
Support leads
Weekly load dashboard combining conversation volume, tag split, and daily trend. Support leads see the impact of last week's release on inbound load without leaving WP Admin or switching to Help Scout's reports.
Customer success
Top-contacts dashboard highlighting accounts driving the most conversations. Success reaches out proactively before a high-touch account churns over an issue the team did not realise was a pattern.
Product leads
Release-impact view comparing conversation volume in the week before and after each release. Product leads pin the Area card and watch whether shipped fixes actually moved the support-load needle.
The bigger picture
Why Help Scout sync needs a CRM-side dashboard
Support volume is one of the strongest signals of product health, but it lives inside Help Scout, which does not know about the lifecycle stage tags Groundhogg maintains for each contact. The Help Scout extension closes that gap by writing conversation events into gh_activity tagged with the contact_id Groundhogg already knows about. SleekView Charts reads those rows and renders a dashboard that combines Help Scout volume with Groundhogg's customer segments.
The headline KPI shows weekly conversation count. The Donut splits load across Pro, Trial, and VIP tags. The Area shows the daily trend.
A release that drives a support spike for Trial users is visible the morning after the release, not the month after a manual review of Help Scout reports raises the question. The data was always there in gh_activity; the dashboard makes it operational.
Questions
Common questions about SleekView Charts for Groundhogg Help Scout
Counts. Conversation bodies stay in Help Scout, where they belong. SleekView Charts works against gh_activity, which records the event metadata (contact_id, activity_type, timestamp, and any meta values the integration writes) without copying the customer message into the WordPress database.
The dashboard reads from gh_activity, which the integration writes whenever a conversation event is configured to trigger a funnel or be logged against a contact. Both the free and Pro tiers of the extension can write the relevant events as long as the Help Scout webhook is configured to call back to your site.
If the integration writes the mailbox ID or assignee into the gh_activity row (or a related gh_contactmeta key), yes. Use that column as a groupBy on a Pie or Bar card to break the load down by mailbox or agent. Otherwise the dashboard works at the contact and tag level.
Yes. Aggregations run on the indexed columns Groundhogg maintains (contact_id, activity_type, timestamp), so dashboards covering tens of thousands of conversation events render in seconds. The engine paginates and pushes filters into SQL rather than loading rows into PHP for counting.
Yes. Dashboard-level filters apply to every chart card. Scope the dashboard to a single Groundhogg tag (Pro, Trial, VIP) via gh_tag_relationships and every chart on the page reflects that audience without per-card reconfiguration work. The same dashboard powers cohort views with a one-click switch.
Yes. Each chart card exposes its underlying row set, which exports to CSV with the active filters applied. Support leads can hand the monthly export to leadership without rebuilding the chart from Help Scout's exports and Groundhogg's tag list in a spreadsheet.
As fast as the Help Scout webhook delivers and Groundhogg writes the activity row, which is typically within seconds of the event in Help Scout. The dashboard refreshes against the live tables, so the next page load picks up the new rows without a separate sync step.
Yes. All three extensions write into gh_activity with distinct activity_type values. The dashboard can combine email, SMS, and Help Scout activity into a single omnichannel view, or keep three dashboards side by side for the teams that own each channel without cross-contamination.
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