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Helpwise Features

What are the features of Helpwise?

Design

  • Personalization

Productivity Tools

  • Notes
  • Internal Discussion
  • Assignments and Tasks
  • Workflows
  • Templates
  • Integrations
  • Tagging System

Analytics

  • Trends
  • Performance Tracking
  • Email Tracking

Inbox Tools

  • Unified Inbox
  • Filters
  • Notifications

Software Options

  • Mobile Application

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Filter for Features

Platform

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 23 reviewers of Helpwise have provided feedback on this feature.
74%
(Based on 23 reviews)

Customization

Allows users to customize chat colors, text, logos, and branding. 20 reviewers of Helpwise have provided feedback on this feature.
86%
(Based on 20 reviews)

User, Role, and Access Management

As reported in 26 Helpwise reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
88%
(Based on 26 reviews)

Integration

Based on 21 Helpwise reviews. Integrates with other customer service software to improve support and enhance functionality
89%
(Based on 21 reviews)

Reporting

As reported in 21 Helpwise reviews. Provides analytics tools that reveal important business metrics and track progress
80%
(Based on 21 reviews)

Dashboards

As reported in 21 Helpwise reviews. Displays important metrics relating to performance
82%
(Based on 21 reviews)

Live chat

Provide tools for live chat on one's website.

Not enough data

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Not enough data

Branding

Has the ability to customize look and feel of chatbot to match` company branding.

Not enough data

Analytics

Gives user the ability to analyze conversations with the chatbot and see its performance.

Not enough data

Role-based access

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Not enough data

Collection of information

Can collect and store information from interlocators, such as email, phone number, etc.

Not enough data

Ticket and Case Management

Ticket Creation User Experience

Based on 24 Helpwise reviews. User Experience of creating and submitting a ticket
90%
(Based on 24 reviews)

Ticket Response User Experience

User Experience of responding and receiving a response This feature was mentioned in 25 Helpwise reviews.
91%
(Based on 25 reviews)

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions This feature was mentioned in 23 Helpwise reviews.
91%
(Based on 23 reviews)

Automated Response

Respond to common requests with standard reply 20 reviewers of Helpwise have provided feedback on this feature.
90%
(Based on 20 reviews)

SLA ManagementView full feature definition

See feature definition
As reported in 19 Helpwise reviews. Offers tools for managing and tracking service-level agreements (SLAs)
88%
(Based on 19 reviews)

Attachments/Screencasts

Based on 26 Helpwise reviews. Documents and files can be attached to the ticket to communicate with customer issues/resolutions
90%
(Based on 26 reviews)

Ticket Collaboration

Based on 25 Helpwise reviews. Share and collaborate on tickets with multiple customer service representatives
91%
(Based on 25 reviews)

Customer/Contact Database

Central repository for account and contact information 24 reviewers of Helpwise have provided feedback on this feature.
80%
(Based on 24 reviews)

Communication Channels

Email to Case

As reported in 24 Helpwise reviews. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
94%
(Based on 24 reviews)

Live Chat Support

Based on 22 Helpwise reviews. Ability for customer service agents to communicate with customers via live chat to solve problems live
92%
(Based on 22 reviews)

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks This feature was mentioned in 19 Helpwise reviews.
84%
(Based on 19 reviews)

Voice

As reported in 16 Helpwise reviews. Make and receive calls directly in the application. Track and record calls for analysis.
70%
(Based on 16 reviews)

Self-Service Experience

Knowledge Base

As reported in 10 Helpwise reviews. Provides a repository of information that can be used by those seeking support.
90%
(Based on 10 reviews)

Searchable Articles

As reported in 10 Helpwise reviews. Makes articles in the knowledge base searchable on the web.
90%
(Based on 10 reviews)

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Not enough data

Self-Service Platform

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Not enough data

Automation

Automates some or all operation related tasks This feature was mentioned in 10 Helpwise reviews.
92%
(Based on 10 reviews)

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

Not enough data

Communication

Pop-up Chat

As reported in 12 Helpwise reviews. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
88%
(Based on 12 reviews)

Notifications

As reported in 15 Helpwise reviews. Delivers notifications to both sides of the conversation.
92%
(Based on 15 reviews)

Targeted Emails

As reported in 11 Helpwise reviews. Sends automated emails to further engage clients and potential clients.
88%
(Based on 11 reviews)

In-App Messaging

Based on 11 Helpwise reviews. Allows for live chat to be enabled within the app for customer help.
89%
(Based on 11 reviews)

Internal Use

Customization

Allows users to customize chat colors, text, logos, and branding. This feature was mentioned in 20 Helpwise reviews.
86%
(Based on 20 reviews)

Conversation Archiving

Archives conversations in a separate location for later reference. 13 reviewers of Helpwise have provided feedback on this feature.
91%
(Based on 13 reviews)

Lead Development

Enables employees to denote potential customers. This feature was mentioned in 11 Helpwise reviews.
88%
(Based on 11 reviews)

Knowledge Base

Based on 12 Helpwise reviews. Establishes a knowledge base for employee reference during conversations.
93%
(Based on 12 reviews)

Team Inbox

Provides a central location for help requests, helping employees respond sooner. 15 reviewers of Helpwise have provided feedback on this feature.
93%
(Based on 15 reviews)

Customer Profiles

Based on 13 Helpwise reviews. Allows for the creation of profiles for contacts and customers.
94%
(Based on 13 reviews)

Process

Mentions

Scours various channels for brand mentions to proactively seek reparative communications.

Not enough data

Tickets

Creates and assigns support tickets, scheduling them in a timely manner.

Not enough data

Macros

Allows administrators to create templated responses to frequently asked questions.

Not enough data

Channels

Email

Ability to connect agents with customers through Live Chat. 11 reviewers of Helpwise have provided feedback on this feature.
98%
(Based on 11 reviews)

Social

Connects employees with customers through a social media solution.

Not enough data

Live Chat

Ability to connect agents with customers through email.

Not enough data

Phone

Connects employees with customers through a calling solution.

Not enough data

Text

Ability to connect agents with customers through text message solution.

Not enough data

Social Media

Conversations enacted over social media.

Not enough data

Website

Conversations enacted through embedding or pop-ups on websites.

Not enough data

Text Message (SMS)

Conversations enacted through text message (SMS).

Not enough data

Other

Conversations enacted through other channels.

Not enough data

Multi-Channel Coverage

Software incorporates multiple digital communications channels. This feature was mentioned in 27 Helpwise reviews.
93%
(Based on 27 reviews)

Open Listening

Based on 21 Helpwise reviews. Allows incorporation of inbound contacts from non-marketing channels.
87%
(Based on 21 reviews)

Insight

Surveys

Provides opportunity for customers to give feedback through a survey.

Not enough data

Reporting

Enables administrators to create customized reports reflecting customer satisfaction.

Not enough data

Visitor Activity

Allows administrators to track visitor activity to understand the research that was done before turning to customer service.

Not enough data

Help Desk

Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.

Not enough data

Messenger

Sequencing

Mapped-out responses for conversations.

Not enough data

Live Chat

Live human component of conversations.

Not enough data

Customization Interface

Quality of interface for designing and customizing conversation maps.

Not enough data

Customers

Profiles

Creation and modification of customer profiles based on conversations.

Not enough data

Analytics

Reporting based around specific and overall conversation results.

Not enough data

Lead Gathering

Capture and organization of leads from conversations.

Not enough data

Design

Personalization

Based on 31 Helpwise reviews. Outbound communications are segmented and personalized.
81%
(Based on 31 reviews)

Inbound Identification

Inbound contacts are identified and handled based on history. This feature was mentioned in 30 Helpwise reviews.
89%
(Based on 30 reviews)

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 24 reviewers of Helpwise have provided feedback on this feature.
85%
(Based on 24 reviews)

Productivity Tools

Notes

Based on 52 Helpwise reviews. Allows users to leave notes or comments on emails or relevant cases.
94%
(Based on 52 reviews)

Internal Discussion

Provides a dedicated space or a thread feature that allows for long-form discussion. This feature was mentioned in 48 Helpwise reviews.
87%
(Based on 48 reviews)

Assignments and Tasks

Offer in-application assignment and task tracking functionality. This feature was mentioned in 53 Helpwise reviews.
92%
(Based on 53 reviews)

Workflows

Allows users to create and follow predetermined workflows attached to actions. 40 reviewers of Helpwise have provided feedback on this feature.
87%
(Based on 40 reviews)

Templates

As reported in 51 Helpwise reviews. Allows users to create canned answers or templates for email responses.
87%
(Based on 51 reviews)

Integrations

As reported in 47 Helpwise reviews. Integrates without outside software to provide additional functionality or pull information.
86%
(Based on 47 reviews)

Tagging System

Based on 55 Helpwise reviews. Provides a tagging system to allow users to sort emails by relevant subject.
88%
(Based on 55 reviews)

Analytics

Trends

Analyzes trends in email content and resolution. 34 reviewers of Helpwise have provided feedback on this feature.
85%
(Based on 34 reviews)

Performance Tracking

Based on 38 Helpwise reviews. Tracks performance and productivity of users inside the application.
81%
(Based on 38 reviews)

Email Tracking

Tracks email analytics like emails opened, how long the email was opened for, etc. This feature was mentioned in 51 Helpwise reviews.
91%
(Based on 51 reviews)

Inbox Tools

Unified Inbox

Based on 35 Helpwise reviews. Consolidates multiple email accounts into one viewable platform.
91%
(Based on 35 reviews)

Filters

Based on 38 Helpwise reviews. Allows users to filter their emails by sender, date received, opened, etc.
84%
(Based on 38 reviews)

Reminders

Gives users reminders to send or reply to emails. 30 reviewers of Helpwise have provided feedback on this feature.
86%
(Based on 30 reviews)

Notifications

Provides notifications when users receive new emails. This feature was mentioned in 35 Helpwise reviews.
85%
(Based on 35 reviews)

Coordination Tools

Calendar

Provides a native calendar. 23 reviewers of Helpwise have provided feedback on this feature.
82%
(Based on 23 reviews)

Contacts

Provides a native contact book. This feature was mentioned in 28 Helpwise reviews.
84%
(Based on 28 reviews)

Task Management

Offers built-in task creation and assignment functionality. This feature was mentioned in 28 Helpwise reviews.
85%
(Based on 28 reviews)

Software Options

Mobile Application

Software available as a mobile application. This feature was mentioned in 32 Helpwise reviews.
74%
(Based on 32 reviews)

Responses

Customization

Customize your chat workflows with rules and automations.

Not enough data

Control

Control who the chatbot converses with (and when).

Not enough data

Route To Human

Has the ability to connect interlocator with a human agent when the need arises.

Not enough data

Menu bars

Can provide interlocators with menus, through which they can choose a relevant response.

Not enough data

Drip sequences

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

Not enough data

Conversational Platform

Personalization

As reported in 18 Helpwise reviews. Identifies the customer and personalizes interaction at every touchpoint.
79%
(Based on 18 reviews)

Omnichannel

Based on 18 Helpwise reviews. Allows multiple related channels to interact at once to reduce transfers.
81%
(Based on 18 reviews)

Contextual Engagement

As reported in 16 Helpwise reviews. Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
78%
(Based on 16 reviews)

Proactive Engagement

Provides features for sending outbound messages to engage customers through proactive support. This feature was mentioned in 17 Helpwise reviews.
78%
(Based on 17 reviews)

Support Automation

Intelligent Routing

As reported in 17 Helpwise reviews. Can route contacts to agents the customer has worked with before.
81%
(Based on 17 reviews)

Seamless Escalation

As reported in 15 Helpwise reviews. Provides features for escalating conversations to the appropriate agent.
81%
(Based on 15 reviews)

Transcripts

Maintains a transcript of conversations from all channels. This feature was mentioned in 14 Helpwise reviews.
76%
(Based on 14 reviews)

Self-Serve Support

Enables customers to resolve queries or issues without the assistance of an agent. 18 reviewers of Helpwise have provided feedback on this feature.
79%
(Based on 18 reviews)

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text-to-Speech

Simulates human-like speech from text inputs.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

Agentic AI - Customer Self-Service

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Multi-step Planning

Ability to break down and plan multi-step processes

Not enough data

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Adaptive Learning

Improves performance based on feedback and experience

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Decision Making

Makes informed choices based on available data and objectives

Not enough data

Agentic AI - Help Desk

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Agentic AI - Conversational Marketing

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Multi-step Planning

Ability to break down and plan multi-step processes

Not enough data

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Adaptive Learning

Improves performance based on feedback and experience

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Decision Making

Makes informed choices based on available data and objectives

Not enough data

Agentic AI - Shared Inbox

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Decision Making

Makes informed choices based on available data and objectives

Not enough data

Email Client - Agentic AI

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Cross-system Integration

Works across multiple software systems or databases

Not enough data