Helpwise - Teams


Effortless email delegation for high-performing operations teams

Say goodbye to email clutter. Get your operations team a shared inbox for effortless email delegation. Be it, finance, accounting, or the HR department, Helpwise offers a powerful communication management platform for all.

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Trusted by over 5000+ users

Don't let inbox issues create tensions between your team

As they say, teams that remain on the same page (& inbox), grow faster. Helpwise keeps your team on the same page so that you can skip internal emails & forwards.
Foster collaboration and accountability by creating shared inboxes for emails and other communication channels using Helpwise.

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  • gmail
    Gmail

    Hello, I would like to return the following item. Please process the request.

  • whatsapp
    Whatsapp

    Hey, we’ve submitted our ISA forms, what are the next steps?

  • operation-teams-outlook-logo
    Outlook

    Are our flights booked for the conference? Please make sure they're not done last minute.

  • slack
    Slack

    Hey @John, did the billing team process the refund for this client?

A basic email inbox isn't enough for a modern operations team.
You need Helpwise.

Inbox issues foster blame games, internal team wars and grudges. An operations team can't grow unless they have a good collaboration.
Use Helpwise, a modern communication management platform that reduces inbox issues, improves team bonding, collaborative efforts, & accountability.

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operations

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 favorite tools using native integrations, third-party integrations or our custom app feature and turn your Helpwise shared inbox into an operations 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 stakeholder 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 emails to respective team members, replying to employee emails, tagging candidate 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 favorite 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

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