Support agent

Put AI on the frontline of customer support.

Support works directly with customers across every channel to investigate issues, answer questions, take action, and resolve requests from start to finish.

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#4812·Refund for 2 removed seatsOpenResolved
S
Sam PatelOct 27, 9:14 AM
to Support · View more

Hi! We removed 2 seats on Oct 3. Can you refund the difference?

Sam PatelOrbit
Support agentOct 27, 9:14 AM
to Sam Patel · View more

Hi Sam,

You removed 2 seats on Oct 3, so I’ve refunded the $49.00 difference to your Visa ending 4242. It should show up in 5–10 business days, and the receipt is attached.

Anything else I can help with?

ReplyRNoteNAI Assistant
Support agent
Working on #4812…Resolved #4812 on its own in 23 secs
  1. Read the conversationRemoved 2 seats, wants a refund
  2. Looked up Sam Patel in Stripe2 seats removed on Oct 3
  3. Checked the refund policyUnused seats are refundable
  4. Refunded $49.00To the Visa ending 4242
  5. Replied to SamWith the refund receipt
  6. Tagged Billing and resolvedNo teammate needed
Resolved autonomously23 secs
Refund
$49.00 to original card
Customer reply
Sent with receipt
Teammate time
0 min
What can I help you with?
Ask anything, or type / for skills

Why teams use Support Agent

Automation

Resolve more automatically

Handle customer issues end-to-end without requiring a human to touch every conversation.

Tools and actions

Go beyond answers

Support can investigate what’s happening, use connected Tools, and take Actions to actually solve the problem.

Every channel

Work across every channel

Use the same AI across email, chat, Slack, Teams, WhatsApp, SMS, and other connected channels.

Escalation

Know when to bring in a human

When Support can’t confidently resolve something, it escalates with the investigation and customer context already prepared.

All tickets › Nimbus #31
EJS
Nimbus #31Refund for 2 removed seats
P1
MMaya Chen via email · 9:41 AM
We removed 2 seats on Oct 3. Can you refund the difference?
Helply AI working
Looking up the subscription in Stripe2 seats removed · $49 · Oct 3Refund issued · Visa 4242
Resolved autonomously 23 secs
All tickets › Ledgerly #34
EJS
Ledgerly #34SSO login loops back to the sign-in page
P1
AAna Ruiz via chat · 10:14 AM
Since this morning everyone on our team gets bounced back to the login page.
Helply AI investigating
Read Okta SSO logsFound expired SAML certificateRe-synced SSO config
Action taken · SSO re-synced 41 secs
Inbox › All conversations
EJS
All conversationsEvery channel, one agent
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Dana Whitfield EmailWhere can I download last month’s invoice?
Resolved by AI
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Marco Bellini ChatCan I change the email on my account?
Resolved by AI
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Priya Nair Slack ConnectWebhook retries failing with a 401
Resolved by AI
L
Lena Fischer Microsoft TeamsHow do I add a teammate as an admin?
Resolved by AI
R
Rosa Lima WhatsAppMy order says delivered but it isn’t here
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J
James Okafor SMSReset my password please
Resolved by AI
All tickets › Kestrel #42
EJS
Kestrel #42Refund for an annual plan outside the window
P2
KKai Morgan via email · 2:31 PM
We renewed by mistake 45 days ago. Can we get the annual plan refunded?
Helply AI reviewing
Checked refund policy · 30 daysPulled billing historyNeeds a person · outside policy
Escalated to Emily · Billing18 secs
Summary
Annual renewal 45 days ago, outside the 30-day window. Customer says it was accidental.
Suggested next step
Offer a prorated credit or approve an exception.

Support agent: a seat refund checked, issued and resolved in 23 seconds.Support agent: an SSO outage traced in Okta and fixed without an engineer.Support agent: one AI answering in email, chat, Slack, Teams, WhatsApp and SMS.Support agent: an out-of-policy refund handed to billing with the work already done.

How it works

How Support Agent works

From the first message to the final answer, with a person one handoff away.

  1. 01

    Understands the issue

    Reads the conversation and uses Memory to understand the customer and what’s happened before.

  2. 02

    Investigates

    Uses knowledge, Skills, and connected Tools to figure out what’s happening.

  3. 03

    Resolves

    Answers the customer and takes supported Actions needed to solve the issue.

  4. 04

    Escalates when needed

    Hands the conversation to your team with the context and work already done.

Frequently asked questions

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What does Support Agent do?

Support Agent investigates customer issues and performs background work to move them toward resolution — gathering context, finding answers, and preparing the next steps before your team ever opens the conversation.

When does Support Agent start working?

Triggers can activate Support Agent automatically when relevant customer or support events occur, so investigation begins the moment an issue arrives.

Can Support Agent use our other systems?

Yes. It can use the Tools you’ve made available to investigate issues and perform supported Actions across your integrations.

What is the difference between Support Agent and Assist Agent?

Support Agent talks to customers directly on every channel and resolves issues end to end. Assist Agent works alongside your human teammates inside the conversation.

What happens when Support Agent can not complete the work?

It escalates the issue to your team with the context and investigation it has already gathered, so a human can pick up without starting over.

Let the Support Agent take the first reply.

Helply is the complete AI-native support platform: everything you expect from Zendesk, rebuilt around AI agents that investigate, resolve, and act.

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