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Workflows

Turn support processes into work that runs itself.

Connect Triggers, agents, Tools, and Actions into repeatable workflows that move customer work forward automatically.

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Agent settings › Workflows
EJS
WorkflowsConfigured for Support agent
Automate the whole processGo beyond individual rules and automate the sequence of work required to get…
Connect humans and AILet agents handle some steps, humans handle others, and Helply coordinate what…
Work across your systemsUse connected Tools and Actions to move work beyond the help desk.
Make complex processes repeatableTurn escalation, follow-up, billing, product feedback, customer risk, and other…

Don't just automate tasks. Automate the process.

Automate the whole process

Go beyond individual rules and automate the sequence of work required to get something done.

Connect humans and AI

Let agents handle some steps, humans handle others, and Helply coordinate what happens next.

Work across your systems

Use connected Tools and Actions to move work beyond the help desk.

Make complex processes repeatable

Turn escalation, follow-up, billing, product feedback, customer risk, and other processes into consistent workflows.

Workflows › Refund request
EJS
Refund requestWorkflow
1Check the refund policy
2Look up the charge in Stripe
3Refund, or hand off if over $500
4Reply and close the ticket
Run on new tickets
Workflows › Approval
EJS
Kestrel #42Annual plan refund
P2
KKai Morgan via email · 9:41 AM
Can we get the annual plan refunded?
Helply AI working
Workflow · Refund requestStep 3 · needs approval
Waiting for approval 12 secs
Workflows › Runs
EJS
Workflow runRefund request
Stripe · refund issued$49 to Visa ending 4242.
HubSpot · note addedRefund logged on the Nimbus account.
Email · reply sentTicket closed as resolved.
Workflows › All
EJS
WorkflowsRunning on every ticket
R
Refund requestRan 412 times this month
On
P
Password resetRan 288 times
On
B
Bug reportRan 64 times
On

How Workflows work

Define what starts the work, what happens next, and let Helply keep it moving.

  1. 01

    Choose the Trigger

    Define what starts the workflow.

  2. 02

    Define the steps

    Set what agents, humans, and systems should do as the work progresses.

  3. 03

    Connect Tools and Actions

    Give each step the context and capabilities required to complete the work.

  4. 04

    Keep work moving

    Helply runs the workflow and moves to the next step as conditions are met.

    Build workflows where humans, AI agents, and your business systems work together.

Automate the whole process, not just the 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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