Bring customer call context into Helply automatically.
Connect Circleback so meeting transcripts and customer conversations stay connected.
Trusted by 1,400+ companies globally
Available to every Helply agent and teammate
Why teams use Helply with Circleback
Bring meeting context into Helply
Keep supported transcripts and meeting information connected to the customer account.
Give support better context
Help your team understand what happened before the customer opened their next support request.
Keep promises from getting lost
Surface useful commitments and follow-ups from customer conversations.
Turn meetings into customer intelligence
Use call context alongside support conversations to better understand the customer's needs and relationship.
How to install
- 01
Connect Circleback
Authorize your Circleback account.
- 02
Configure meeting access
Choose the supported meeting context available to Helply.
- 03
Match meetings to customers
Associate customer meetings with the appropriate accounts.
Can Circleback transcripts be used by AI agents?
Yes, where available.
Can calls become part of customer history?
Yes.
Can Helply detect signals from meetings?
Supported signals can be surfaced from available context.
Does my team need to attach every call manually?
The integration is designed to automate supported matching.
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Connect Circleback to Helply.
Meet your customers where they are and give every team the full story.
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