Helpwise Features
Platform (12)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 23 Helpwise reviews.
Customization
As reported in 20 Helpwise reviews. Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Based on 26 Helpwise reviews. 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 This feature was mentioned in 21 Helpwise reviews.
Reporting
Provides analytics tools that reveal important business metrics and track progress 21 reviewers of Helpwise have provided feedback on this feature.
Dashboards
Displays important metrics relating to performance 21 reviewers of Helpwise have provided feedback on this feature.
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Ticket and Case Management (8)
Ticket Creation User Experience
User Experience of creating and submitting a ticket 24 reviewers of Helpwise have provided feedback on this feature.
Ticket Response User Experience
Based on 25 Helpwise reviews. User Experience of responding and receiving a response
Workflow
Based on 23 Helpwise reviews. Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
As reported in 20 Helpwise reviews. Respond to common requests with standard reply
SLA Management
As reported in 19 Helpwise reviews. Offers tools for managing and tracking service-level agreements (SLAs)
Attachments/Screencasts
Based on 26 Helpwise reviews. Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Based on 25 Helpwise reviews. Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information 24 reviewers of Helpwise have provided feedback on this feature.
Communication Channels (4)
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
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live This feature was mentioned in 22 Helpwise reviews.
Social Media Integration
As reported in 19 Helpwise reviews. 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. 16 reviewers of Helpwise have provided feedback on this feature.
Self-Service Experience (3)
Knowledge Base
Provides a repository of information that can be used by those seeking support. 10 reviewers of Helpwise have provided feedback on this feature.
Searchable Articles
As reported in 10 Helpwise reviews. Makes articles in the knowledge base searchable on the web.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Self-Service Platform (3)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks 10 reviewers of Helpwise have provided feedback on this feature.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (4)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. This feature was mentioned in 12 Helpwise reviews.
Notifications
Based on 15 Helpwise reviews. Delivers notifications to both sides of the conversation.
Targeted Emails
As reported in 11 Helpwise reviews. 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. 11 reviewers of Helpwise have provided feedback on this feature.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding. 20 reviewers of Helpwise have provided feedback on this feature.
Conversation Archiving
Archives conversations in a separate location for later reference. 13 reviewers of Helpwise have provided feedback on this feature.
Lead Development
Enables employees to denote potential customers. This feature was mentioned in 11 Helpwise reviews.
Knowledge Base
Establishes a knowledge base for employee reference during conversations. This feature was mentioned in 12 Helpwise reviews.
Team Inbox
Based on 15 Helpwise reviews. Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers. 13 reviewers of Helpwise have provided feedback on this feature.
Process (3)
Mentions
Scours various channels for brand mentions to proactively seek reparative communications.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Macros
Allows administrators to create templated responses to frequently asked questions.
Channels (11)
Email
As reported in 11 Helpwise reviews. Ability to connect agents with customers through Live Chat.
Social
Connects employees with customers through a social media solution.
Live Chat
Ability to connect agents with customers through email.
Phone
Connects employees with customers through a calling solution.
Text
Ability to connect agents with customers through text message solution.
Social Media
Conversations enacted over social media.
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Other
Conversations enacted through other channels.
Multi-Channel Coverage
As reported in 28 Helpwise reviews. Software incorporates multiple digital communications channels.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels. This feature was mentioned in 22 Helpwise reviews.
Insight (4)
Surveys
Provides opportunity for customers to give feedback through a survey.
Reporting
Enables administrators to create customized reports reflecting customer satisfaction.
Visitor Activity
Allows administrators to track visitor activity to understand the research that was done before turning to customer service.
Help Desk
Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.
Messenger (3)
Sequencing
Mapped-out responses for conversations.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
Customers (3)
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Design (3)
Personalization
Based on 32 Helpwise reviews. Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history. This feature was mentioned in 31 Helpwise reviews.
Regulatory Compliance
As reported in 25 Helpwise reviews. Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Productivity Tools (7)
Notes
As reported in 53 Helpwise reviews. Allows users to leave notes or comments on emails or relevant cases.
Internal Discussion
Provides a dedicated space or a thread feature that allows for long-form discussion. 49 reviewers of Helpwise have provided feedback on this feature.
Assignments and Tasks
As reported in 54 Helpwise reviews. Offer in-application assignment and task tracking functionality.
Workflows
Allows users to create and follow predetermined workflows attached to actions. This feature was mentioned in 41 Helpwise reviews.
Templates
Based on 52 Helpwise reviews. Allows users to create canned answers or templates for email responses.
Integrations
Integrates without outside software to provide additional functionality or pull information. This feature was mentioned in 48 Helpwise reviews.
Tagging System
Based on 56 Helpwise reviews. Provides a tagging system to allow users to sort emails by relevant subject.
Analytics (3)
Trends
Analyzes trends in email content and resolution. This feature was mentioned in 35 Helpwise reviews.
Performance Tracking
Based on 39 Helpwise reviews. 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. This feature was mentioned in 52 Helpwise reviews.
Inbox Tools (4)
Unified Inbox
Consolidates multiple email accounts into one viewable platform. This feature was mentioned in 36 Helpwise reviews.
Filters
Allows users to filter their emails by sender, date received, opened, etc. 39 reviewers of Helpwise have provided feedback on this feature.
Reminders
As reported in 31 Helpwise reviews. Gives users reminders to send or reply to emails.
Notifications
Based on 36 Helpwise reviews. Provides notifications when users receive new emails.
Coordination Tools (3)
Calendar
As reported in 24 Helpwise reviews. Provides a native calendar.
Contacts
Provides a native contact book. 29 reviewers of Helpwise have provided feedback on this feature.
Task Management
Based on 29 Helpwise reviews. Offers built-in task creation and assignment functionality.
Software Options (1)
Mobile Application
Software available as a mobile application. This feature was mentioned in 33 Helpwise reviews.
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Conversational Platform (4)
Personalization
As reported in 18 Helpwise reviews. Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
As reported in 18 Helpwise reviews. Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
As reported in 16 Helpwise reviews. Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support. This feature was mentioned in 17 Helpwise reviews.
Support Automation (4)
Intelligent Routing
Based on 17 Helpwise reviews. Can route contacts to agents the customer has worked with before.
Seamless Escalation
Based on 15 Helpwise reviews. Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels. 14 reviewers of Helpwise have provided feedback on this feature.
Self-Serve Support
As reported in 18 Helpwise reviews. Enables customers to resolve queries or issues without the assistance of an agent.
Generative AI (16)
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 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.
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 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 Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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 - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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
Email Client - Agentic AI (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases




