Helpwise’s integration with FullContact allows you to track contact details in your Helpwise shared inbox. Follow the steps below to connect your FullContact account with Helpwise: Login into your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on “Connect FullContact” button. Fill the details and click on “Connect”. In order […]
Monthly Archives: December 2020
How to setup Helpwise SMS inbox from JustCall Number
JustCall is a cloud telephony system that you can use to set up your online call center within a few minutes without the need for hardware telephony. You can set up your team members and assign the role in JustCall. JustCall provides you a various countries number which has SMS and calling capability. From Helpwise […]
How to connect Outlook Calendar with Helpwise?
Helpwise integration with Outlook Calendar allows you to track events in your Helpwise shared inbox. You can also create and update events directly from Helpwise. Follow the steps below to connect your Outlook Calendar account with Helpwise: Login in to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on […]
How to search notes
Today we are going to see how you can search for notes in Helpwise Well, you all must be aware of the Notes functionality in Helpwise. Users can add notes between the conversations and even chat with their fellow teammates. We’ve added a search notes option in our advanced search feature, which allows the users […]
How to start an Internal Discussion?
Helpwise allows you to start an Internal discussion with your team member right from your shared inbox. Here are the steps to start an internal discussion with your team :- 1. Click on Start Discussion Button from the Compose dropdown. 2. Add the team members which you want to involve in the discussion in the […]
How to connect OneDrive with Helpwise?
With the Helpwise-OneDrive integration, you can easily attach files from your OneDrive Cloud Storage to emails in your Helpwise Shared Inbox. Follow the Steps to connect Helpwise with OneDrive : Login to your Helpwise Account. Select a Shared Inbox Account. Click on Compose Button and Select ‘Attach from OneDrive‘. A popup window will appear that prompts you to log in to your OneDrive account. Enter […]
How to integrate Box with Helpwise?
Helpwise integration with Box allows you to directly attach files from your Box account to Helpwise shared inbox. Follow the steps below to connect your Box account with Helpwise: Login in to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect Box” button. Log in to your […]