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Helpwise Features

What are the features of Helpwise?

Design

  • Personalization

Productivity Tools

  • Notes
  • Internal Discussion
  • Assignments and Tasks
  • Workflows
  • Templates
  • Integrations
  • Tagging System

Analytics

  • Trends
  • Performance Tracking
  • Email Tracking

Inbox Tools

  • Unified Inbox
  • Filters
  • Notifications

Software Options

  • Mobile Application

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Filter for Features

Platform

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 23 Helpwise reviews.
74%
(Based on 23 reviews)

Customization

As reported in 20 Helpwise reviews. Allows users to customize chat colors, text, logos, and branding.
86%
(Based on 20 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 26 Helpwise reviews.
88%
(Based on 26 reviews)

Integration

Based on 21 Helpwise reviews. Integrates with other customer service software to improve support and enhance functionality
89%
(Based on 21 reviews)

Reporting

Provides analytics tools that reveal important business metrics and track progress This feature was mentioned in 21 Helpwise reviews.
80%
(Based on 21 reviews)

Dashboards

Displays important metrics relating to performance This feature was mentioned in 21 Helpwise reviews.
82%
(Based on 21 reviews)

Live chat

Provide tools for live chat on one's website.

Not enough data

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Not enough data

Branding

Has the ability to customize look and feel of chatbot to match` company branding.

Not enough data

Analytics

Gives user the ability to analyze conversations with the chatbot and see its performance.

Not enough data

Role-based access

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Not enough data

Collection of information

Can collect and store information from interlocators, such as email, phone number, etc.

Not enough data

Ticket and Case Management

Ticket Creation User Experience

User Experience of creating and submitting a ticket This feature was mentioned in 24 Helpwise reviews.
90%
(Based on 24 reviews)

Ticket Response User Experience

User Experience of responding and receiving a response This feature was mentioned in 25 Helpwise reviews.
91%
(Based on 25 reviews)

Workflow

As reported in 23 Helpwise reviews. Route tickets based on values of fields, changes to ticket status and time based conditions
91%
(Based on 23 reviews)

Automated Response

Respond to common requests with standard reply This feature was mentioned in 20 Helpwise reviews.
90%
(Based on 20 reviews)

SLA ManagementView full feature definition

See feature definition
Based on 19 Helpwise reviews. Offers tools for managing and tracking service-level agreements (SLAs)
88%
(Based on 19 reviews)

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions 26 reviewers of Helpwise have provided feedback on this feature.
90%
(Based on 26 reviews)

Ticket Collaboration

Based on 25 Helpwise reviews. Share and collaborate on tickets with multiple customer service representatives
91%
(Based on 25 reviews)

Customer/Contact Database

Based on 24 Helpwise reviews. Central repository for account and contact information
80%
(Based on 24 reviews)

Communication Channels

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket This feature was mentioned in 24 Helpwise reviews.
94%
(Based on 24 reviews)

Live Chat Support

Ability for customer service agents to communicate with customers via live chat to solve problems live This feature was mentioned in 22 Helpwise reviews.
92%
(Based on 22 reviews)

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks This feature was mentioned in 19 Helpwise reviews.
84%
(Based on 19 reviews)

Voice

Based on 16 Helpwise reviews. Make and receive calls directly in the application. Track and record calls for analysis.
70%
(Based on 16 reviews)

Self-Service Experience

Knowledge Base

Provides a repository of information that can be used by those seeking support. This feature was mentioned in 10 Helpwise reviews.
90%
(Based on 10 reviews)

Searchable Articles

Makes articles in the knowledge base searchable on the web. 10 reviewers of Helpwise have provided feedback on this feature.
90%
(Based on 10 reviews)

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Not enough data

Self-Service Platform

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Not enough data

Automation

Automates some or all operation related tasks This feature was mentioned in 10 Helpwise reviews.
92%
(Based on 10 reviews)

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

Not enough data

Communication

Pop-up Chat

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. 12 reviewers of Helpwise have provided feedback on this feature.
88%
(Based on 12 reviews)

Notifications

Based on 15 Helpwise reviews. Delivers notifications to both sides of the conversation.
92%
(Based on 15 reviews)

Targeted Emails

Sends automated emails to further engage clients and potential clients. This feature was mentioned in 11 Helpwise reviews.
88%
(Based on 11 reviews)

In-App Messaging

Based on 11 Helpwise reviews. Allows for live chat to be enabled within the app for customer help.
89%
(Based on 11 reviews)

Internal Use

Customization

Allows users to customize chat colors, text, logos, and branding. 20 reviewers of Helpwise have provided feedback on this feature.
86%
(Based on 20 reviews)

Conversation Archiving

As reported in 13 Helpwise reviews. Archives conversations in a separate location for later reference.
91%
(Based on 13 reviews)

Lead Development

Based on 11 Helpwise reviews. Enables employees to denote potential customers.
88%
(Based on 11 reviews)

Knowledge Base

Based on 12 Helpwise reviews. Establishes a knowledge base for employee reference during conversations.
93%
(Based on 12 reviews)

Team Inbox

Provides a central location for help requests, helping employees respond sooner. 15 reviewers of Helpwise have provided feedback on this feature.
93%
(Based on 15 reviews)

Customer Profiles

Allows for the creation of profiles for contacts and customers. 13 reviewers of Helpwise have provided feedback on this feature.
94%
(Based on 13 reviews)

Process

Mentions

Scours various channels for brand mentions to proactively seek reparative communications.

Not enough data

Tickets

Creates and assigns support tickets, scheduling them in a timely manner.

Not enough data

Macros

Allows administrators to create templated responses to frequently asked questions.

Not enough data

Channels

Email

As reported in 11 Helpwise reviews. Ability to connect agents with customers through Live Chat.
98%
(Based on 11 reviews)

Social

Connects employees with customers through a social media solution.

Not enough data

Live Chat

Ability to connect agents with customers through email.

Not enough data

Phone

Connects employees with customers through a calling solution.

Not enough data

Text

Ability to connect agents with customers through text message solution.

Not enough data

Social Media

Conversations enacted over social media.

Not enough data

Website

Conversations enacted through embedding or pop-ups on websites.

Not enough data

Text Message (SMS)

Conversations enacted through text message (SMS).

Not enough data

Other

Conversations enacted through other channels.

Not enough data

Multi-Channel Coverage

Software incorporates multiple digital communications channels. 27 reviewers of Helpwise have provided feedback on this feature.
93%
(Based on 27 reviews)

Open Listening

Allows incorporation of inbound contacts from non-marketing channels. 21 reviewers of Helpwise have provided feedback on this feature.
87%
(Based on 21 reviews)

Insight

Surveys

Provides opportunity for customers to give feedback through a survey.

Not enough data

Reporting

Enables administrators to create customized reports reflecting customer satisfaction.

Not enough data

Visitor Activity

Allows administrators to track visitor activity to understand the research that was done before turning to customer service.

Not enough data

Help Desk

Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.

Not enough data

Messenger

Sequencing

Mapped-out responses for conversations.

Not enough data

Live Chat

Live human component of conversations.

Not enough data

Customization Interface

Quality of interface for designing and customizing conversation maps.

Not enough data

Customers

Profiles

Creation and modification of customer profiles based on conversations.

Not enough data

Analytics

Reporting based around specific and overall conversation results.

Not enough data

Lead Gathering

Capture and organization of leads from conversations.

Not enough data

Design

Personalization

Outbound communications are segmented and personalized. This feature was mentioned in 31 Helpwise reviews.
81%
(Based on 31 reviews)

Inbound Identification

As reported in 30 Helpwise reviews. Inbound contacts are identified and handled based on history.
89%
(Based on 30 reviews)

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 24 reviewers of Helpwise have provided feedback on this feature.
85%
(Based on 24 reviews)

Productivity Tools

Notes

As reported in 52 Helpwise reviews. Allows users to leave notes or comments on emails or relevant cases.
94%
(Based on 52 reviews)

Internal Discussion

As reported in 48 Helpwise reviews. Provides a dedicated space or a thread feature that allows for long-form discussion.
87%
(Based on 48 reviews)

Assignments and Tasks

As reported in 53 Helpwise reviews. Offer in-application assignment and task tracking functionality.
92%
(Based on 53 reviews)

Workflows

Allows users to create and follow predetermined workflows attached to actions. 40 reviewers of Helpwise have provided feedback on this feature.
87%
(Based on 40 reviews)

Templates

Allows users to create canned answers or templates for email responses. 51 reviewers of Helpwise have provided feedback on this feature.
87%
(Based on 51 reviews)

Integrations

Integrates without outside software to provide additional functionality or pull information. 47 reviewers of Helpwise have provided feedback on this feature.
86%
(Based on 47 reviews)

Tagging System

Provides a tagging system to allow users to sort emails by relevant subject. This feature was mentioned in 55 Helpwise reviews.
88%
(Based on 55 reviews)

Analytics

Trends

Analyzes trends in email content and resolution. This feature was mentioned in 34 Helpwise reviews.
85%
(Based on 34 reviews)

Performance Tracking

Based on 38 Helpwise reviews. Tracks performance and productivity of users inside the application.
81%
(Based on 38 reviews)

Email Tracking

As reported in 51 Helpwise reviews. Tracks email analytics like emails opened, how long the email was opened for, etc.
91%
(Based on 51 reviews)

Inbox Tools

Unified Inbox

As reported in 35 Helpwise reviews. Consolidates multiple email accounts into one viewable platform.
91%
(Based on 35 reviews)

Filters

Based on 38 Helpwise reviews. Allows users to filter their emails by sender, date received, opened, etc.
84%
(Based on 38 reviews)

Reminders

Gives users reminders to send or reply to emails. 30 reviewers of Helpwise have provided feedback on this feature.
86%
(Based on 30 reviews)

Notifications

Based on 35 Helpwise reviews. Provides notifications when users receive new emails.
85%
(Based on 35 reviews)

Coordination Tools

Calendar

Provides a native calendar. 23 reviewers of Helpwise have provided feedback on this feature.
82%
(Based on 23 reviews)

Contacts

Provides a native contact book. This feature was mentioned in 28 Helpwise reviews.
84%
(Based on 28 reviews)

Task Management

Offers built-in task creation and assignment functionality. 28 reviewers of Helpwise have provided feedback on this feature.
85%
(Based on 28 reviews)

Software Options

Mobile Application

Software available as a mobile application. 32 reviewers of Helpwise have provided feedback on this feature.
74%
(Based on 32 reviews)

Responses

Customization

Customize your chat workflows with rules and automations.

Not enough data

Control

Control who the chatbot converses with (and when).

Not enough data

Route To Human

Has the ability to connect interlocator with a human agent when the need arises.

Not enough data

Menu bars

Can provide interlocators with menus, through which they can choose a relevant response.

Not enough data

Drip sequences

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

Not enough data

Conversational Platform

Personalization

Based on 18 Helpwise reviews. Identifies the customer and personalizes interaction at every touchpoint.
79%
(Based on 18 reviews)

Omnichannel

Based on 18 Helpwise reviews. Allows multiple related channels to interact at once to reduce transfers.
81%
(Based on 18 reviews)

Contextual Engagement

Prompts agents to engage customers based on contextual data, such as product usage or conversation history. 16 reviewers of Helpwise have provided feedback on this feature.
78%
(Based on 16 reviews)

Proactive Engagement

Based on 17 Helpwise reviews. Provides features for sending outbound messages to engage customers through proactive support.
78%
(Based on 17 reviews)

Support Automation

Intelligent Routing

Based on 17 Helpwise reviews. Can route contacts to agents the customer has worked with before.
81%
(Based on 17 reviews)

Seamless Escalation

Based on 15 Helpwise reviews. Provides features for escalating conversations to the appropriate agent.
81%
(Based on 15 reviews)

Transcripts

Based on 14 Helpwise reviews. Maintains a transcript of conversations from all channels.
76%
(Based on 14 reviews)

Self-Serve Support

Based on 18 Helpwise reviews. Enables customers to resolve queries or issues without the assistance of an agent.
79%
(Based on 18 reviews)

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text-to-Speech

Simulates human-like speech from text inputs.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data