AI agents for SaaS teams

AI agents that take work off your team’s list.

Answer a customer, update a guide, plan a fix, or follow up with a lead. Give agents the knowledge and tools for the job, then choose what runs automatically and what needs review.

Open source · Self-host free, or let us run it

Shared customer historySpecialist agentsYour approval rules
A specialist for the job

Meet the agents. See what they can do.

Choose an agent for the job. It can use the relevant conversations, docs, and tasks already in Helpin, along with the tools you allow.

Support agent · Echo

Answer from your docs and earlier conversations, check in after a reply, and hand over when a person is needed.

A grounded answer. A clean handoff.

Planning agent · Atlas

Turn a request or product idea into a clear scope and a plan your team can review.

A plan with the reason behind it.

Task planning agent · Scribe

Read the requirements and code, work out the changes, and prepare a task before coding starts.

A task ready to build.

Coding agent · Forge

Write the change, run the tests, and open a pull request in your connected GitHub or GitLab repository.

A pull request. Original request attached.

Code review agent · Lens

Check the proposed code for bugs, missing tests, and requirements that still need work.

Findings before the final decision.

Docs agent · Quill

Update guides from customer questions and product changes. Use browser screenshots and recordings where the steps need showing.

Useful guidance, ready for review.

CRM agent · Beacon

Find who needs attention, update customer records, and prepare a follow-up using the account’s conversations and open work.

The relationship behind the next step.

Marketing agent · Mira

Use what customers ask for to prepare launch messages, campaign ideas, and clearer product explanations.

Messaging informed by customer needs.

Build custom agents and flows with natural language.

Describe the work you want done, from reviewing code to following up with leads. Helpin AI helps you create the agent or flow, then you review its instructions, tools, and steps before it runs.

Your starting point

Ask a question. Hand off the work.

Ask about a customer or give Helpin a task. Helpin AI finds the relevant history, uses the tools you’ve allowed, and brings in specialist agents when the work needs them.

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Helpin AI brings the specialists’ findings back to your conversation.
Across the workspace

Give the job to the right agents.

Ask Agent can have specialists check the code, customer report, and docs together. Their findings shape the plan before anyone starts changing things.

Your workspace

Start with what’s already known.

Bring the customer’s question, relevant guidance, and linked work into the same answer.

OOrbitDesk/Helpin AI
What’s blocking Maya’s export, and what have we tried?
Helpin AIWorkspace assistantThinking…
Your agents

Check the problem before planning the fix.

Your AI agents check the report, code, and guide. Use their findings to choose the next action.

OOrbitDesk/Helpin AI
Investigate the export issue and update the guide.
Helpin AIWorkspace assistantThinking…
Your other tools

Check the tools your team already uses.

Connect external tools through MCP (beta) and select what each agent may use. Access stays limited to the tools you grant.

OOrbitDesk/Helpin AI
Check the linked issue before I update Maya.
Helpin AIWorkspace assistantThinking…
Connect external tools
From request to proposed change

Your team and coding agents have the full context.

Scribe plans the task. Forge writes code and tests. Lens reviews the change. Keep the original report close so everyone can check whether the fix solves it.

  • Keep the original request attached.
  • Write the change, run the tests, open a pull request.
  • Review the change before release.

Coding agents need a connected GitHub or GitLab repository and Agent Runtime, on Helpin Cloud or self-hosted.

Explore coding agents
OOrbitDesk/Helpin AI
Fix EXP-142 and prepare a pull request.
ForgeCoding agentThinking…
Your team sets the limits

See what your agents did and what needs you.

Follow the run, inspect the results, and see what needs a decision. Your team keeps a place to review past work, check the evidence, and pick up anything an agent could not finish.

Give it a clear job.

Set the instructions, skills, and model for the work. Configure a specialist or create an agent for your own process.

Choose its tools and limits.

Select its workspace and external tools. Decide which actions can proceed and which need approval.

Start work automatically.

Run an agent on a schedule or when a task changes stage or a pull request opens or merges. You can also start it yourself. Review the run and results in Helpin.

OrbitDesk
Check the export fix before I approve it.
LensReview agentThinking…
Questions, answered

FAQs about Helpin’s AI agents

Which agents does Helpin include?

Eight specialists cover support, planning, coding task planning, coding, code review, docs, CRM, and marketing. Ask Agent is your starting point for finding answers and coordinating their work.

What is Ask Agent?

It is the assistant your team talks to inside Helpin. Ask a question or give it work. It can use permitted tools directly or bring in specialists when needed.

Can agents work together?

Yes. Ask Agent can coordinate specialists, run independent steps at the same time, and bring their findings back into the conversation.

Can an agent write code?

Yes. Forge works in a connected GitHub or GitLab repository, runs the tests, and opens a pull request for your team to review. Coding agents need a connected repository and Agent Runtime, on Helpin Cloud or self-hosted.

Can agents use tools from other systems?

Yes, in beta. Connect an external MCP server and select which tools an agent can use. The connection, tool permissions, and approval rules determine what it may do.

Can I create my own agents?

Yes. Configure the instructions, skills, model, tools, and approvals for a specific job.

Can agents run without a chat message?

Yes. Assign a task to an agent, or use an automation flow to start one when a task enters a stage, when a pull request is opened, merged, or needs review, or on a schedule.

Can we self-host the agents?

Yes. Self-hosted Helpin is the complete product with every agent, coding agents included, free under AGPL-3.0 with no plan limits. You run the installation and connect your own AI provider.

Explore self-hosting
Put the history to work

Choose a job.
Put your agent to work.

Start with a useful task, give the agent the right tools, and review the result in the same workspace.

14-day free trial · No card required