Workflows & Automation

Put repetitive support work on autopilot.

Automate the work around every customer conversation. Helply routes, updates, triggers, and acts automatically so your team can spend more time helping customers and less time managing tickets.

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Workspace › Workflows & Automation
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Workflows & AutomationSettings
Automate the busyworkTake repetitive tasks off your team’s plate. Automatically assign conversations,…
Route every conversation intelligentlyMake sure every issue gets to the right place. Route conversations based on…
Trigger workflows from customer signalsCustomer conversations can start more than a support ticket. Use signals from…
Let AI do the workTraditional automation follows rules. Helply’s AI agents can understand what a…
Connect actions across your stackSupport work doesn’t end inside the help desk. Connect Helply with the tools and…

Automate the work around every conversation.

Automate the busywork

Take repetitive tasks off your team’s plate. Automatically assign conversations, update fields, add tags, change priorities, notify teammates, and perform routine support operations based on the rules you define.

Route every conversation intelligently

Make sure every issue gets to the right place. Route conversations based on customer, channel, priority, topic, language, account information, or other conditions. Send work to the right person, team, or AI agent automatically.

Trigger workflows from customer signals

Customer conversations can start more than a support ticket. Use signals from conversations to trigger follow-up work, notify other teams, update customer information, or kick off processes elsewhere in your stack.

Let AI do the work

Traditional automation follows rules. Helply’s AI agents can understand what a customer needs, investigate the issue, decide which supported steps to take, and complete work across multiple systems. That means automating outcomes, not just ticket management.

Connect actions across your stack

Support work doesn’t end inside the help desk. Connect Helply with the tools and APIs your business uses so workflows and AI agents can take supported actions without your team manually jumping between systems.

Keep humans in control

Decide where automation can act independently and where your team should step in. Helply gives you control over how AI and automation operate so you can automate repetitive work while keeping people involved where judgment matters.

Workflows › Auto-tag
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Auto-tag and closeWorkflow
WhenA conversation is resolved
ThenTag the topic and set fields
AndClose after 48 hours with no reply
Workflows › Routing
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Route by intentWorkflow
BillingBilling team
BugsEngineering on-call
VIP accountsAccount owner first
Workflows › Triggers
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Triggered todayWorkflows
Urgent request detectedMoved Kestrel #42 to P1 and alerted the lead.
Churn keywordsNotified the account owner in Slack.
All tickets › Nimbus #31
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Nimbus #31Refund for 2 removed seats
P2
MMaya Chen via email · 9:41 AM
Can you refund the difference?
Helply AI working
Workflow · Refund requestStripe · refund
Workflow completed 23 secs
Workflows › Bug report
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Bug report workflowRun
Linear · issue createdENG-2231 with logs attached.
Slack · #eng-supportPosted with the customer impact.
Customer · update sentTold them engineering is on it.
Workflows › Approvals
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ApprovalsYou stay in control
R
Refunds over $500Needs a person
Approval
P
Plan downgradesNeeds a person
Approval
P
Password resetsRuns on its own
Auto

From simple workflows to agentic automation.

Traditional help desk automation is built around if this happens → do that. Helply adds another layer, where AI agents determine what needs to happen next.

Triage

Categorize, prioritize, and route automatically.

Helply understands incoming conversations and routes them to the right person, team, or AI agent without manual sorting.

Assist

Prepare the next best action for your team.

Summarize conversations, gather context, and find the knowledge your team needs so every response starts a step ahead.

Act

Take supported actions across connected systems.

Trigger workflows and take supported actions across the tools and APIs your business already uses.

Resolve

Complete customer requests end-to-end.

Allow AI agents to complete supported customer requests on their own and escalate when human judgment is needed.

Go beyond rules. Automate the resolution.

AI agents can understand the request, gather context, use knowledge, follow your processes, interact with connected systems, and determine what needs to happen next.

Frequently asked questions

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What can I automate with Helply?

Helply can automate repetitive support operations such as routing, assignment, categorization, field updates, notifications, and other workflows around customer conversations. AI agents can go further by investigating issues and completing supported actions.

What’s the difference between workflows and AI agents?

Workflows automate predictable processes based on defined conditions and actions. AI agents can understand the context of a customer request and determine how to complete more complex work using your knowledge, guidance, processes, and connected systems.

Can workflows trigger actions in other tools?

Yes. Helply can connect support workflows to other systems so customer conversations can trigger work outside the help desk.

Can AI agents take actions automatically?

Yes, for supported actions you’ve configured. You control the tools, knowledge, processes, and boundaries available to your agents.

Can a workflow hand something to a human?

Yes. Automation and AI agents can escalate work to your team when human judgment or approval is required.

Do I need developers to create automations?

Many common support workflows can be configured directly in Helply. More advanced workflows can connect to your existing systems and APIs.

Let the busywork run itself.

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

AI credits pooled across your workspace. Book a demo →