Everything in Helpin, attached to the customer.
Support, meetings, projects, CRM, docs and agents share one customer history. Start with the area you need.
Answer the customer with the history attached.
Handle chat and email from one shared inbox without disconnecting support from the rest of the company.
- Assign conversations.
- Add notes and tags.
- Use saved replies.
- See customer history.
- Create product work.
- Ask an agent for help.
When the conversation becomes something bigger, the history stays attached.
Turn customer meetings into work.
Helpin joins your calls, captures what was said, and connects the outcome to the customer.
- Record the conversation.
- Get a speaker-attributed transcript.
- Summarize decisions, objections, and next steps.
- Create tasks and product work from action items.
- Keep the meeting connected to the customer, deal, and projects that matter.
Google Meet · Zoom · Microsoft Teams · Webex
Turn customer feedback into product work.
Create projects and tasks from conversations, meetings, and customer requests — with the original customer history attached.
See the demand
Know who is asking, how often it comes up, and which accounts it matters to.
Plan the work
Organize projects, tasks, priorities, owners, and progress in the same workspace.
Connect engineering
Link tasks to GitHub or GitLab and let coding agents pick them up, with the customer request attached.
Know who is waiting
When something ships, see every customer who asked for it and prepare their follow-up.
Know what’s happening before the next sales call.
Manage companies, contacts, deals, stages, and renewals alongside the customer activity that explains them.
- See the support issue holding up a deal.
- See the feature request tied to a renewal.
- See the meeting where the objection came up.
- See what changed before you follow up.
The stage says where the deal is. The history says why.
Turn what your team learns into answers.
Create public help-center content and internal docs alongside the conversations and product work that produce them.
- See which articles customers used.
- Find unanswered questions.
- Create documentation from repeated conversations.
- Update docs when the product changes.
- Give agents the same knowledge your team uses.
Give agents the customer history your team already has.
Helpin agents work across customers, conversations, projects, docs, meetings, and engineering activity. They don’t start every task from scratch.
Support
Draft answers using customer history and product knowledge.
Triage
Turn conversations into requests, bugs, tasks, and product work.
Product
Find patterns across feedback and identify what customers keep asking for.
Engineering
Carry the customer history behind an issue into development workflows.
Docs
Update knowledge when the product changes.
Customer
Find the people waiting for a fix or feature and prepare the follow-up.
Different agents. Shared context.
Connect Helpin to the rest of your stack.
Add support to your app, connect your AI tools and use product events to start the next step.
REST API
Build on Helpin’s customer, project, conversation, and workspace model.
SDK
Send customer and product context directly from your application.
Webhooks
React to conversations, projects, tasks, customers, and product events.
AI tools
Let your AI tools use Helpin’s customer history and take permitted actions.
GitHub & GitLab
Connect customer work directly to engineering.
Run it yourself
Run Helpin where your team runs software.