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Helpwise

by Helpwise · Since 2019
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ActiveAvailable globallyCloud
Quick facts
VendorHelpwise
Year launched2019
StatusActive
Location3260 Hillview Avenue, Palo Alto, California 94304, US
Countries servedGlobal
Languages12
Integrations9+
Free tier
Free trial
Contact sales

About Helpwise

Helpwise is a customer service platform from Helpwise that helps users serve customers faster and retain them better. It combines a Cloud Phone System, Knowledge Base, Automation Workflows, Analytics & Reports, and a Chat Widget so agents can serve customers not tickets. Helpwise enables small to medium businesses to manage customer interactions effectively through various communication channels. The platform allows teams to collaborate and access customer information in real-time, ensuring more informed support. Key capabilities: Cloud Phone System Knowledge Base Automation Workflows Analytics & Reports Chat Widget Best for: small to medium-sized businesses that need an efficient customer service solution.

Helpwise by Helpwise is a collaborative shared inbox and email management platform tailored for teams that manage customer communication across email, SMS, WhatsApp, social media, and live chat. Designed to streamline team collaboration around customer conversations, Helpwise aims to eliminate duplicate replies and improve response times. It is best suited for customer support, sales, and operations teams looking for a centralized platform to manage multiple channels. Some of its key features include shared inboxes, assignment rules, collision detection, internal notes, automation workflows, reporting dashboards, and multi-channel communication support. Helpwise features a clean, modern, and intuitive interface that is easy to navigate for both new and experienced users. The dashboard resembles a standard email client but is enhanced with team-focused features. Each message thread is presented clearly, and the left-hand sidebar allows for quick switching between channels or inboxes. A particularly helpful element is the ability to see which team member is viewing or replying to a message in real time, reducing redundancy and ensuring better coordination.

Pros & Cons

What users like
  • +Offers a suite of features designed to improve team communication and coordination on customer inquiries.
  • +Automation and a unified inbox help agents save time and focus on more complex issues.
  • +Faster response times, consistent communication, and self-service options contribute to better customer satisfaction.
  • +Provides a single platform for managing customer interactions across multiple channels.
  • +Offers flexibility through custom inboxes and integrations with popular collaboration tools.
What users flag
  • The sheer number of features might lead to a learning curve for new users.
  • Over-reliance on automation without proper setup could lead to impersonal or ineffective customer interactions.
  • Some features might have overlapping functionalities, potentially causing confusion if not managed well (e.g., internal chat vs. mentions for quick communication).
  • The effectiveness of some features relies on successful integration with other platforms, which might introduce dependencies or compatibility issues.

Features

Key features

Universal Inbox
Manage customer queries from multiple channels (email, chat, social media, etc.) in a single dashboard, reducing the need to switch between platforms and saving time.
Collaboration Features (Mentions & Notes, Shared Drafts, Discussions)
Facilitate seamless teamwork on customer inquiries through direct mentions, internal notes within conversations, collaborative drafting of replies, and built-in team chat.
Automation Rules & Smart Assign
Automate repetitive tasks like assigning conversations, applying tags, and closing tickets, while also intelligently distributing workload based on predefined logic (round robin, load balancing, etc.).
Collision Detection
Prevent agents from sending conflicting responses to the same customer query by alerting them when another team member is also working on the same conversation.
Custom Inboxes & API
Offers flexibility to integrate with internal communication tools or other custom channels using their APIs, allowing for a unified communication hub tailored to specific needs.
Help Centers (Knowledge Base)
Enables the creation of self-service portals with articles and FAQs, empowering customers to find answers independently and reducing the volume of support requests.

Additional features

Custom Inbox
Create a custom inbox for your own custom communication channel using Helpwise's APIs. You can create inboxes for Slack, Basecamp, or even your own internal communication tool!
Shared Drafts
Start sharing drafts with your team to receive feedback and collaborate on writing responses together, eliminating the need for screenshots.
Collision Detection
Detects when two people are writing a response to the same thread and alerts both parties, preventing contradictory replies.
Discussions
Initiate chats with your team members right inside Helpwise, eliminating the need for separate third-party communication tools.
Multiple Signatures
Set up and switch between multiple email signatures on the fly while composing emails for different scenarios or brands.
Integrations
Connect with platforms like Slack, Microsoft Teams, and Basecamp to collaborate with external team members on Helpwise conversations.
Automation Rules
Automate mundane and repetitive tasks like assigning, tagging, and closing conversations by setting up workflows.
Service Level Agreements (SLAs)
Ensure fast response times by setting up time-based SLAs that trigger actions when a conversation remains unactioned for a certain period.
Smart Assign
Automatically manages your team's workload by intelligently assigning conversations based on logics like round robin, load balance, and random.
Chatbots
Reduce the burden on your team by setting up chatbots with decision tree logic to automatically handle customer queries.
Saved Replies
Save frequently used responses as templates and use variables to dynamically insert customer information.
CSAT (Customer Satisfaction)
Automate customer feedback collection directly from Helpwise and analyze scores to improve support processes.
Analytics
Gain insights into your support team's performance across inboxes, track individual workload, and monitor key metrics.
Tags
Organize your inbox by creating tags to categorize different types of conversations, with the option for automatic tagging.
File Manager
Manage all shared and received files across inboxes in a single location, with features for searching, filtering, marking important, and bulk downloading.
Forms
Allow customers to submit feedback, collect information for tickets, queries, newsletter subscriptions, and more.
Views
Save and pin specific search filters within your inbox for quick access to frequently needed conversation segments.
Help Centers
Set up knowledge bases to host articles for customer onboarding, internal documents, etc., which can be shared with customers.
Smart Search
Narrow down conversation search results using specific criteria for more efficient information retrieval.
Conversations Logs
Keep track of all actions taken on a conversation within the same thread for better accountability and context.
Custom App
Create custom apps and integrations for internal tools to use them directly within Helpwise.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Collaboration For Small Teams

USD 12

Automation For Growing Teams

USD 23

Scale For Large Teams

USD 39

Countries & Languages

Global
Countries served
12
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKoreanArabic.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇮🇳INR🇨🇭CHF🇨🇳CNY🇲🇽MXN🇰🇷KRW

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