Helpwise - Teams

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Provide personalized experience at scale

Personalization is important for client servicing teams which is why Helpwise allows you to provide a seamless experience across multiple channels like Email, Social Media, Whatsapp, SMS & Live Chat from just one platform.

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Client-servicing

Trusted by over 5000+ users

Don't let inbox issues drive your agency out of business

A consultancy/agency's job is to provide the best possible service to each client every minute, every day of the year.
This is why every consultancy/agency needs powerful client communication software that does the heavy lifting for them.

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    Gmail

    Why haven’t we received any update on the project? We are way behind deadline because of you.

  • whatsapp
    Whatsapp

    We’re looking for a full service marketing agency for our e-commerce business.

  • live-chat
    Live Chat

    What all services do you provide besides digital marketing?

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    Slack

    Hey @John, the client is asking for an update on the designs. How much more time is it going to take?

A basic inbox isn't enough for a client-servicing agency.
You need Helpwise.

A successful agency is one that reduces team workload and yet is able to provide a hyper-personalized experience to their clients.
Start using Helpwise, an innovative communications hub that centralizes customer communication from different channels and allows your team to collaborate on conversations easily.

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clientservicing

Benefits of Helpwise

Here are the top features that every modern Saas company needs in its communications stack.

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Assign

Assign conversations to agents who are responsible for handling specific queries. Delegate with ease and see which team member is working on which query.

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Tag

Declutter your inbox by creating tags that work as categories for different types of conversations. Helpwise can also apply tags automatically on new conversations based on the content.

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Automation Rules

Automate mundane and repetitive tasks like assigning, tagging, and closing conversations by setting up workflows using Automation Rules. Helpwise will handle the workload for your team.

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Help Center

Set up knowledge bases containing articles that can be shared with your customers. You can create Help centers for customer onboarding, internal documents etc.

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Mentions and Notes

Collaborate on replying to client queries with your team members by mentioning them in conversation notes. Mentions will notify them that they have been mentioned by you.

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Analytics

Optimize team performance and communication processes by taking a deep dive into your support team's performance across inboxes. Track individual workload and key metrics.

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Fuel your workflows with powerful integrations

Connect your favourite tools using native integrations, third-party integrations or our custom app feature and turn your Helpwise shared inbox into a powerhouse. Integrate calendars, task management apps, and top CRMs and interact with them directly from your inbox.

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Manage customer conversations
with the power of Helpwise

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Foster and improve collaboration processes

Helpwise allows you to respond to client emails in a collaborative manner. You can share drafts, see which team member is reading the same conversation and have discussions with your team right inside a conversation thread.

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Reduce team workload by setting up automations

Automate tasks like assigning client emails to respective team members, replying, tagging specific conversations and more. Helpwise helps in reducing hard work and fostering smart work.

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Simplify client communication management

Helpwise allows businesses to manage customer conversations from multiple channels in a centralized platform. It also improves the context so that you're able to provide streamlined support irrespective of the channel.

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Integrate your favourite tools or create custom apps

Integrate top integrations like Stripe, Salesforce, Pipedrive and more. Fetch and update customer details directly from your Helpwise inbox. Any information update that is done by your team is reflected on both platforms.

Trusted by over 5000+ users

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Abraham C

G2 Review

Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.

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Angie N

G2 Review

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.

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How do I set up a shared email inbox and add my team members to it? I want to set up access privileges too.

10:42
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Hey Julia, I'll help you! You can click on the Inboxes menu and click on the add inbox button to set up and go through the guided onboarding to set up an inbox.

To add team members and set their privileges, you can click on the Manage menu and choose the Users option. Now, you can set up user permissions while adding your team

10:39
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Thanks for the quick reply. It worked!

10:34

Getting started takes 5 minutes

Connect your existing team email accounts, invite your team members and start handling emails in a better & faster way than before.

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G2 rating

icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-full icon-star-white-half 4.75