Customers & Accounts

Know the customer behind every conversation.

Give your team and AI agents a complete view of every customer, account, and support interaction so they can understand the relationship before they respond.

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Workspace › Customers & Accounts
EJS
Customers & AccountsSettings
Everything about the customer, in one placeSee customer details, conversation history, account information, and support…
Complete conversation historyUnderstand every interaction a customer has had with your company. See previous…
Bring in data from your other toolsConnect Helply to the systems that already know your customers. Bring relevant…
Give AI the same context as your teamAI agents shouldn’t answer questions without knowing who they’re talking to. Helply…
See the bigger pictureOne conversation rarely tells the whole story. Understand support activity across a…

A complete view of every customer relationship.

Everything about the customer, in one place

See customer details, conversation history, account information, and support activity together. Your team shouldn’t have to search through multiple systems just to understand who they’re helping.

Complete conversation history

Understand every interaction a customer has had with your company. See previous questions, resolutions, escalations, and conversations so every new interaction starts with context.

Bring in data from your other tools

Connect Helply to the systems that already know your customers. Bring relevant customer and account information into support so humans and AI agents can use it when understanding and resolving issues.

Give AI the same context as your team

AI agents shouldn’t answer questions without knowing who they’re talking to. Helply gives agents customer and account context so responses and actions can reflect the customer’s actual relationship with your business.

See the bigger picture

One conversation rarely tells the whole story. Understand support activity across a customer or account to spot repeated issues, recurring questions, and customers who may need additional attention.

Keep customer data organized

Use customer properties and account information to segment conversations, power workflows, personalize support, and route issues intelligently.

Customers › Nimbus
EJS
NimbusCustomer since 2023
PlanScale · $1,200 a month
OwnerSam Park
HealthGood
Open tickets1
Customers › Nimbus
EJS
Conversation history24 conversations
Nimbus #31Refund for 2 removed seats
Resolved
Nimbus #22Adding seats
Resolved
Nimbus #14SSO setup
Resolved
Customers › Nimbus
EJS
From your toolsNimbus
Stripe · paidLast invoice $1,200 on Oct 1.
HubSpot · renewalRenews Feb 12, owner Sam Park.
Product · usage48 weekly active users.
All tickets › Nimbus #31
EJS
Nimbus #31Refund for 2 removed seats
P2
MMaya Chen via chat · 10:02 AM
We removed 2 seats.
What do we know about Nimbus?
Read accountRead Stripe
Customers › All
EJS
AccountsSorted by revenue
Ledgerly$4,800 a month · upgrade intent
Growing
Nimbus$1,200 a month
Healthy
D
48-seat account$900 a month · usage dropping
At risk
Customers › Fields
EJS
Account fieldsNimbus
SegmentMid-market
RegionNorth America
IndustryFintech

Better context creates better support.

Most support tools start with the ticket. Helply starts with the customer. Customer data, support history, knowledge, and connected systems come together so your team and AI agents can understand what's happening before deciding what to do next.

The result is faster resolutions without making customers repeatedly explain themselves.

Frequently asked questions

Start your free trial today

What information can I see about a customer?

Helply brings customer information, support history, conversation data, and available account context together in one place.

Can Helply group customers by company or account?

Yes. Customer relationships can be organized around accounts so your team can understand support activity across the broader customer relationship.

Can we add our own customer information?

Yes. Customer and account data can be extended with the information your team needs to provide better support.

Can Helply use data from our other systems?

Yes. Connected systems can provide additional context that helps your team and AI agents understand and resolve customer requests.

Do AI agents have access to customer context?

Yes. Helply can make relevant customer and account context available to AI agents so they can provide more informed and personalized support.

Know the account behind every conversation.

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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