[
Helpwise Reviews
](https://www.g2.com/products/helpwise/reviews)

[
Helpwise Reviews
](https://www.g2.com/products/helpwise/reviews)

# Helpwise Features

##### 
## Platform (12)

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

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.

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##### 
## 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

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##### 
## Communication Channels (4)

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.

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##### 
## Self-Service Experience (3)

Knowledge Base

Provides a repository of information that can be used by those seeking support.

Searchable Articles

Makes articles in the knowledge base searchable on the web.

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

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##### 
## 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

Integrations

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

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##### 
## Communication (4)

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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Channels (11)

Email

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

Software incorporates multiple digital communications channels.

Open Listening

Allows incorporation of inbound contacts from non-marketing channels.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Design (3)

Personalization

Outbound communications are segmented and personalized.

Inbound Identification

Inbound contacts are identified and handled based on history.

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

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##### 
## Productivity Tools (7)

Notes

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.

Assignments and Tasks

Offer in-application assignment and task tracking functionality.

Workflows

Allows users to create and follow predetermined workflows attached to actions.

Templates

Allows users to create canned answers or templates for email responses.

Integrations

Integrates without outside software to provide additional functionality or pull information.

Tagging System

Provides a tagging system to allow users to sort emails by relevant subject.

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##### 
## 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.

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##### 
## Inbox Tools (4)

Unified Inbox

Consolidates multiple email accounts into one viewable platform.

Filters

Allows users to filter their emails by sender, date received, opened, etc.

Reminders

Gives users reminders to send or reply to emails.

Notifications

Provides notifications when users receive new emails.

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##### 
## Coordination Tools (3)

Calendar

Provides a native calendar.

Contacts

Provides a native contact book.

Task Management

Offers built-in task creation and assignment functionality.

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##### 
## Software Options (1)

Mobile Application

Software available as a mobile application.

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##### 
## 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.

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##### 
## Conversational Platform (4)

Personalization

Identifies the customer and personalizes interaction at every touchpoint.

Omnichannel

Allows multiple related channels to interact at once to reduce transfers.

Contextual Engagement

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.

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##### 
## Support Automation (4)

Intelligent Routing

Can route contacts to agents the customer has worked with before.

Seamless Escalation

Provides features for escalating conversations to the appropriate agent.

Transcripts

Maintains a transcript of conversations from all channels.

Self-Serve Support

Enables customers to resolve queries or issues without the assistance of an agent.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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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##### 
## 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

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##### Categories on G2

[
Live Chat
](https://www.g2.com/categories/live-chat)[
Conversational Marketing
](https://www.g2.com/categories/conversational-marketing)[
Customer Self-Service
](https://www.g2.com/categories/customer-self-service)

[
Help Desk
](https://www.g2.com/categories/help-desk)[
Email Client
](https://www.g2.com/categories/email-client)[
Chatbots
](https://www.g2.com/categories/chatbots)[
Conversational Support
](https://www.g2.com/categories/conversational-support)[
Social Customer Service
](https://www.g2.com/categories/social-customer-service)[
Digital Customer Service Platforms
](https://www.g2.com/categories/digital-customer-service-platforms)[
Customer Communications Management
](https://www.g2.com/categories/customer-communications-management)[
Shared Inbox
](https://www.g2.com/categories/shared-inbox)

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