Helpwise for AI agents
Agents read Helpwise at once. Changes and sends are held for a person's approval by default.
About Helpwise
Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.
What an agent can do in Helpwise
Every Helpwise action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Helpwise without asking first. 18 actions.
- Get ConversationRetrieves complete details of a specific conversation by ID from Helpwise. Returns the conversation metadata including subject, status, participants, and timestamps. Use this action when you need to v
- Search Helpwise ContactsTool to search contacts by term with pagination. Use when you need to find contacts by name, email, phone, or other contact attributes.
- Get AttachmentRetrieves a specific attachment by its unique identifier. Use this after obtaining an attachment ID from conversations, messages, or attachment listings to get detailed attachment metadata including d
- Get Conversation AttachmentsRetrieves attachments from messages in a specific conversation. **Important**: Helpwise does not provide a dedicated attachments endpoint. This action retrieves attachments by fetching messages from t
- Get Helpwise ContactRetrieves detailed information for a specific contact by ID. Use this when you need to fetch complete contact details including name, email, phone, company, and timestamps for a known contact ID.
- Get ConversationsTool to retrieve a list of conversations. Use when you need to list and paginate support conversations for display or analysis.
- Get Helpwise Custom FieldRetrieves details of a specific custom field by its ID. Use this when you need to fetch custom field properties such as name, description, value, associated inboxes, and creator information.
- Get Helpwise MailboxTool to retrieve details of a specific mailbox by its ID. Use when you know the mailbox ID and need full mailbox information.
- Get Helpwise MailboxesTool to retrieve mailboxes. Use when you need to list and paginate mailboxes after authenticating.
- Get Conversation NoteTool to retrieve details of a specific note. Use when you know the conversation and note IDs and need full note information.
- Get Conversation NotesRetrieves all notes associated with a specific conversation. Notes are internal comments or annotations that team members add to conversations for collaboration and context.
- Get Helpwise TagRetrieves detailed information about a specific tag in Helpwise. Use this action when you need to: - Get the full properties of a tag including its name, color, and timestamps - Verify that a tag exis
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- Get Helpwise TeamRetrieves details of a specific Helpwise team by its ID. Note: Team endpoints may not be available in all Helpwise API plans. If this action returns a 404 error, teams may need to be managed through t
- Get Helpwise TeamsTool to retrieve Helpwise teams. Use when you need to list and paginate all teams for assignment or management.
- Get Helpwise WhatsApp TemplatesTool to retrieve Helpwise WhatsApp message templates. Use when you need to list WhatsApp templates for a mailbox or account.
- Get Helpwise UsersTool to retrieve Helpwise users list. Use when you need to fetch and paginate agents for assignment.
- Get Helpwise WebhookRetrieve detailed configuration for a specific Helpwise webhook by its ID. Use this action when you: - Need to inspect the configuration of an existing webhook - Want to verify webhook settings (URL,
- Get Helpwise WebhooksTool to retrieve Helpwise webhooks. Use when you need to list and paginate all webhook configurations.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 18 actions.
- Delete ContactDeletes a contact from Helpwise by its unique identifier (ID). Use this action when you need to permanently remove a contact from your Helpwise account. Returns an empty response (HTTP 204 No Content)
- Delete TagPermanently deletes a tag from Helpwise. This action removes the tag from all conversations where it was applied and cannot be undone. Use this when you need to permanently remove a tag that is no lon
- Delete TeamTool to delete a team. Use when you need to remove an existing team by its unique identifier after confirming the ID and dependencies.
- Add note to conversationTool to add a note to a conversation. Use after obtaining the conversation_id to provide context.
- Create Helpwise TeamCreates a new team in Helpwise to group users for collaboration and assignment purposes. Use this tool when you need to: - Create a new team with a unique name - Optionally add a description for the t
- Create Helpwise WebhookCreates a new webhook subscription in Helpwise to receive real-time event notifications. Use this action to programmatically subscribe to Helpwise events like conversation creation, message replies, c
- Delete Helpwise ConversationAttempts to delete a conversation by ID from Helpwise. Note: The Helpwise API may not support conversation deletion via the REST API. If deletion is not supported, this action will return an error ind
- Delete MailboxTool to delete a mailbox by its unique identifier. NOTE: As of 2026, the Helpwise API may not support mailbox deletion via API. This action attempts deletion but will fail if the endpoint is not avail
- Delete Helpwise MessageAttempts to delete a message from Helpwise. Note: The Helpwise API may not support message deletion via the REST API. If deletion is not supported, this action will return an error indicating that the
- Delete Helpwise NoteTool to delete a note from a conversation. Use when you need to permanently remove a note by its ID from a specific conversation after confirming the IDs.
- Delete Email SignatureDeletes an email signature from Helpwise. Email signatures are text/HTML templates that automatically append to outgoing emails from specific mailboxes or users. This action permanently removes the si
- Delete TemplateDeletes a Helpwise email template (saved reply) by its ID. Returns empty response on success (HTTP 204). Use this tool when you need to permanently remove a template that is no longer needed. Ensure t
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- Delete Helpwise WebhookDelete a Helpwise webhook by its ID. Use this tool when you need to permanently remove a webhook configuration. Returns an empty response on successful deletion (HTTP 204 No Content).
- Update Helpwise ContactTool to update an existing Helpwise contact. Use when you need to modify contact details or custom attributes.
- Update MailboxUpdates an existing Helpwise mailbox. Use this action to modify mailbox settings such as display name, email address, team assignment, email signature, or default status. At least one field must be pr
- Update Helpwise MessageTool to update an existing message. Use when you need to modify message content by its ID.
- Update Helpwise TagUpdates an existing tag's name and/or color in Helpwise. Use this action when you need to rename a tag or change its visual appearance. You must have the tag's ID before calling this action - obtain i
- Update Helpwise TemplateUpdates an existing Helpwise email template by modifying its name, subject, and/or HTML content. Use this action when you need to: - Change the display name of a template - Update the subject line (in
Changes wait in Needs you
Changes and sends in Helpwise are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Helpwise questions
Can an agent change data in Helpwise on its own?
Not by default. Changes and sends in Helpwise are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Helpwise?
This connector lists 18 read actions. Reads run at once, without waiting for approval.
How does Helpwise connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.