Helpmonks Features
Platform (14)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Customization
Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Integration
Integrates with other customer service software to improve support and enhance functionality
Reporting
Provides analytics tools that reveal important business metrics and track progress
Dashboards
Displays important metrics relating to performance
Custom Tracking Domain
Ability to define a custom domain from which emails are sent.
Multiple Domains
Able to send emails from multiple domains.
Dedicated IP
Ability to use a dedicated IP for deliverability.
Documentation
Availability and quality of documentation for API, code library, implementation, and set up.
Sender Reputation Management
Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others.
Tracking & Reporting
Tracks emails sent and delivery rates and compiles them into standard reports.
Enterprise Scalability
Provides features and infrastructure to allow scaling for large organizations.
Performance and Reliability
Emails are consistently received and software performs reliably.
Ticket and Case Management (8)
Ticket Creation User Experience
User Experience of creating and submitting a ticket
Ticket Response User Experience
User Experience of responding and receiving a response
Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Respond to common requests with standard reply
SLA Management
Offers tools for managing and tracking service-level agreements (SLAs)
Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information
Communication Channels (5)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Administration (6)
Template Creation
Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates.
Preset Template Availability
Quantity and quality of preset email templates for administrators to construct their own emails.
Custom Unsubscribe
Able to customize the unsubscribe templates, handler, and tracking.
Email Segmentation
Able to segment transactional emails based on their purpose.
Detailed Server Logs
Detailed logs for tracking and debugging mail server activity.
Notifications
Alerts administrator whenever a pre-set event occurs.
Integrations (4)
Webhooks
Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.)
Event Tracking API
API used to track the status of emails.
Mail Send API
API used to send emails (e.g. Web API, SMTP API)
Spam Filter Testing
Testing to ensure emails do not go to recipient's spam folder.
Communication (5)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Productivity Tools (7)
Notes
Allows users to leave notes or comments on emails or relevant cases. 16 reviewers of Helpmonks have provided feedback on this feature.
Internal Discussion
Provides a dedicated space or a thread feature that allows for long-form discussion. 16 reviewers of Helpmonks have provided feedback on this feature.
Assignments and Tasks
As reported in 15 Helpmonks reviews. Offer in-application assignment and task tracking functionality.
Workflows
Allows users to create and follow predetermined workflows attached to actions. 14 reviewers of Helpmonks have provided feedback on this feature.
Templates
Allows users to create canned answers or templates for email responses. 13 reviewers of Helpmonks have provided feedback on this feature.
Integrations
Based on 11 Helpmonks reviews. Integrates without outside software to provide additional functionality or pull information.
Tagging System
As reported in 15 Helpmonks reviews. Provides a tagging system to allow users to sort emails by relevant subject.
Analytics (3)
Trends
Analyzes trends in email content and resolution.
Performance Tracking
Tracks performance and productivity of users inside the application.
Email Tracking
Tracks email analytics like emails opened, how long the email was opened for, etc. 10 reviewers of Helpmonks have provided feedback on this feature.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Shared Inbox (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Email segmentation is the process of segregating a contact database to create email segments with shared and similar characteristics. Learn more about email segmentation, best practices, and how email marketers can perform email segmentation.
SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it.
What is dedicated IP and how does it help organizations? Our G2 guide can help you understand dedicated IP and the benefits it offers.
What are webhooks and why are they useful? Our G2 guide can help you understand webhooks and their use cases.


