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.
Trusted by 1,300 companies globally
Automate the work around every conversation.
From routing and field updates to agentic actions across your stack, Helply handles the busywork so your team can focus on customers.
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.
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
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.
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.
Yes. Helply can connect support workflows to other systems so customer conversations can trigger work outside the help desk.
Yes, for supported actions you’ve configured. You control the tools, knowledge, processes, and boundaries available to your agents.
Yes. Automation and AI agents can escalate work to your team when human judgment or approval is required.
Many common support workflows can be configured directly in Helply. More advanced workflows can connect to your existing systems and APIs.
The complete system for human and AI customer service.
Helply is the complete AI-native support platform: everything you expect from Zendesk, rebuilt around AI agents that investigate, resolve, and act.