Your teams and AI agents. Working together.
Handle the question, plan the work, update the guide, and follow up. Helpin gives people and agents the same conversations, tasks, and records to work from.
The Echo agent answers and follows up.
Answer chat and email, check earlier conversations, and hand over with the findings attached. Configure follow-ups so a quiet conversation gets another look.
- 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.
Give meeting notes a useful next step.
Capture internal discussions and customer calls. AI prepares the notes, and Ask Agent helps your team use the decisions when planning work.
- 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 linked to the customer, deal, and project.
Google Meet · Zoom · Microsoft Teams · Webex
AI agents build. Your team reviews.
Manage tasks, stories, epics, sprints, and objectives. Bring in Scribe to plan, Forge to code, and Lens to review.
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 so coding agents can 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.
Give the Beacon agent a place on your sales team.
Spot buying interest, prepare for calls, and plan the next follow-up. Keep contacts, deals, and the conversations behind them in one place.
- 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.
The Quill agent keeps your docs current.
Turn unanswered questions and product changes into proposed guide updates. Add clearer steps and fresh visuals, then review and publish.
- 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.
Choose a job. Give an agent the tools for it.
Start an agent yourself or from a supported event or schedule. Choose its tools and approval rules, then follow the work in Helpin.
Echo agent
Answer customers and follow up using the guidance and tools you allow.
Atlas agent
Shape an idea or request into a scope and plan.
Scribe agent
Read the requirements and code before planning the task.
Forge and Lens agents
Prepare the code and tests, then review the proposed change.
Quill agent
Prepare the article update when the product or customer question changes.
Beacon agent
Help sales choose who to contact and prepare a relevant follow-up.
Different jobs. One place to follow the work.
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.
Events & automation
Start agent work from supported workspace events, repository events, and schedules.
AI tools
Your AI tools can 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.