Helpwise

Team inbox, chat, and knowledge base to run customer conversations at scale
4.7 
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13 votes
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When a customer pings you on WhatsApp at 9:00 and an email lands at 9:01, Helpwise puts both in one queue so your team can act without switching tabs. Start by connecting your channels—email, WhatsApp, SMS, Facebook, Instagram, X, and your site’s chat widget—then define routing rules. Auto-assign by skill, round-robin to balance load, and tag by topic or urgency. Save time with response shortcuts and macros for common requests like shipping updates, password resets, or appointment changes. Use forms to capture leads or support details up front, and keep context with persistent threads so anyone jumping in sees the full history. Publish a searchable Help Center to deflect routine questions and link articles directly into replies.

Solve issues faster through collaboration that’s built into every conversation. @Mention teammates, add internal notes, and turn a message into a task when work extends beyond support. Need to hand off? Transfer a chat or email with one click, including tags and notes. When text isn’t enough, launch co-browsing to view the visitor’s screen and guide them step-by-step, or start a video call to personalize high-stakes interactions like demos or troubleshooting. If a call is better, offer “Call Me” so the visitor can speak with an agent immediately. Agent scheduling ensures coverage by time zone or skill, while SLAs and reminders keep priorities clear. more

Review summary

Features

  • Omnichannel team inboxes for Email, WhatsApp, SMS, Facebook, Instagram, X, and web chat
  • Shared assignments, tags, internal notes, and @mentions
  • Routing rules, round-robin distribution, SLAs, and agent scheduling
  • Canned responses, shortcuts, and macros for repeat questions
  • Live chat with co-browsing, video calls, and a Call Me option
  • Knowledge base/Help Center with article suggestions in replies
  • Visitor targeting, proactive pop-ups, and persistent conversations
  • Forms and offline forms for lead capture and after-hours requests
  • CSAT surveys, analytics dashboards, and complete conversation history
  • One-click transfers, collision detection, and audit trails
  • Integrations with CRM, Slack, billing, Zapier, API, and webhooks

How It’s Used

  • Support triage and prioritization across email, chat, and social channels
  • Sales lead capture from website chat with CRM auto-qualification and routing
  • Order status and delivery issue resolution for ecommerce and logistics
  • Claim intake and documentation collection for insurance teams
  • Showing requests and follow-ups for real estate agencies
  • SaaS onboarding, feature education, and bug escalation
  • SMS or WhatsApp appointment updates for field service providers
  • Incident coordination via internal notes and one-click transfers
  • Customer success check-ins with automated CSAT and follow-up tasks

Plans & Pricing

Free Forever

Free

1 Shared Mailbox
5 Team Members
1 Integration
3 Automation Rules
Free Migration And Setup

Standard

$83.25 per month

2 Shared Mailboxes (Add More: $49 per mailbox per month)
Unlimited Team Members
Standard Integrations
APIs & Webhooks
25 Automation Rules
Free Migration And Setup

Premium

Custom

Unlimited shared mailbox
Unlimited team members
All integrations

Comments

4.7
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