How to setup Instagram Direct Message shared inbox?

Instagram Direct Message Shared Inbox allows you to connect your brand’s Instagram page with Helpwise. This will allow you to collaborate with your team to send replies to the direct messages and customer queries received on your Instagram page. To setup Instagram shared inbox in your Helpwise account, follow the steps below: Click on ‘Inboxes’ on the top and […]

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How to integrate Close with Helpwise?

Close integration with Helpwise allows you to track contact information, tasks, and opportunities directly from your Helpwise shared inbox. Follow the steps below to connect your Close account with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Close card. Enter the […]

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How to integrate Recruitee with Helpwise?

Recruitee integration with Helpwise allows you to track candidate information and offers directly from your Helpwise shared inbox. Follow the steps below to connect your Recruitee account with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Recruitee card. Enter the […]

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How to integrate Ontraport with Helpwise?

Ontraport integration with Helpwise allows you to track contact information and tasks directly from your Helpwise shared inbox. Follow the steps below to connect your Ontraport account with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Ontraport card. Enter the ‘API […]

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How to integrate Less Annoying CRM with Helpwise?

Helpwise integration with Less Annoying CRM allows you to track contact information directly from your Helpwise shared inbox. Follow the steps below to connect your Less Annoying CRM account with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Less Annoying card. Enter […]

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How to integrate Xero with Helpwise?

Helpwise integration with Xero allows you to track contact in your Helpwise shared inbox easily. Follow the steps below to connect your Nimble account with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Xero card. Click “Allow access”. You have now integrated Xero […]

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How to integrate your app with Helpwise?

Helpwise allows you to track any data from your app in your Helpwise shared inbox easily. Follow the steps below to connect your app with Helpwise: Login to your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on the “Connect” button on the Custom App card. Enter your App name, Webhook URL […]

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How to set up a chatbot in Helpwise

A chatbot is a feature that enables you to trigger messages along with some suggestions to your customers. These suggestions could be related to their common issues. Once they click on the suggestion then the bot performs the next step as per your instructions defined. To create the chatbot for your chat widget, follow the […]

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Choose the team members to whom you want to distribute the conversations

How to set up Auto Assignment for my Inbox?

This article discusses how you can set up the Auto Assignment for your Inbox. We support the following Auto assignment strategies currently: Round RobinWith Round Robin, Helpwise attempts to assign the conversation to each team member one by one in a Round Robin manner. RandomWith Random, Helpwise attempts to assign the conversation to any of […]

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gmail sync

Setup Gmail full sync for your Inboxes

Gmail 2-way sync allows Helpwise to maintain full sync with your Gmail in both directions. This feature is designed to bring more reliability around getting emails in Helpwise and it helps to keep your Gmail clean as well. Here is what gets synced between Helpwise and Gmail: 1. Existing Gmail conversations Helpwise starts importing your […]

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