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37 available actions

What your AI agent can do in Helpwise

Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Helpwise ContactRetrieves detailed information for a specific contact by ID.
  • Search Helpwise ContactsTool to search contacts by term with pagination.
  • Add note to conversationTool to add a note to a conversation.
  • Create Helpwise TeamCreates a new team in Helpwise to group users for collaboration and assignment purposes.
  • Update Helpwise ContactTool to update an existing Helpwise contact.
  • Update Helpwise MessageTool to update an existing message.

Browse all 37 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 18 actionsHide actions
  • Get AttachmentRetrieves a specific attachment by its unique identifier.
  • Get Conversation AttachmentsRetrieves attachments from messages in a specific conversation.
  • Get Helpwise ContactRetrieves detailed information for a specific contact by ID.
  • Get ConversationRetrieves complete details of a specific conversation by ID from Helpwise.
  • Get ConversationsTool to retrieve a list of conversations.
  • Get Helpwise Custom FieldRetrieves details of a specific custom field by its ID.
  • Get Helpwise MailboxTool to retrieve details of a specific mailbox by its ID.
  • Get Helpwise MailboxesTool to retrieve mailboxes.
  • Get Conversation NoteTool to retrieve details of a specific note.
  • Get Conversation NotesRetrieves all notes associated with a specific conversation.
  • Get Helpwise TagRetrieves detailed information about a specific tag in Helpwise.
  • Get Helpwise TeamRetrieves details of a specific Helpwise team by its ID.
  • Get Helpwise TeamsTool to retrieve Helpwise teams.
  • Get Helpwise WhatsApp TemplatesTool to retrieve Helpwise WhatsApp message templates.
  • Get Helpwise UsersTool to retrieve Helpwise users list.
  • Get Helpwise WebhookRetrieve detailed configuration for a specific Helpwise webhook by its ID.
  • Get Helpwise WebhooksTool to retrieve Helpwise webhooks.
  • Search Helpwise ContactsTool to search contacts by term with pagination.
Create & communicateCreate records or send supported messagesView 4 actionsHide actions
  • Create attachmentTool to upload a new attachment.
  • Add note to conversationTool to add a note to a conversation.
  • Create Helpwise TeamCreates a new team in Helpwise to group users for collaboration and assignment purposes.
  • Create Helpwise WebhookCreates a new webhook subscription in Helpwise to receive real-time event notifications.
Update & manageChange and manage existing recordsView 5 actionsHide actions
  • Update Helpwise ContactTool to update an existing Helpwise contact.
  • Update MailboxUpdates an existing Helpwise mailbox.
  • Update Helpwise MessageTool to update an existing message.
  • Update Helpwise TagUpdates an existing tag's name and/or color in Helpwise.
  • Update Helpwise TemplateUpdates an existing Helpwise email template by modifying its name, subject, and/or HTML content.
Remove & cancelRemove records or cancel supported workView 10 actionsHide actions
  • Delete ContactDeletes a contact from Helpwise by its unique identifier (ID).
  • Delete Helpwise ConversationAttempts to delete a conversation by ID from Helpwise.
  • Delete MailboxTool to delete a mailbox by its unique identifier.
  • Delete Helpwise MessageAttempts to delete a message from Helpwise.
  • Delete Helpwise NoteTool to delete a note from a conversation.
  • Delete Email SignatureDeletes an email signature from Helpwise.
  • Delete TagPermanently deletes a tag from Helpwise.
  • Delete TeamTool to delete a team.
  • Delete TemplateDeletes a Helpwise email template (saved reply) by its ID.
  • Delete Helpwise WebhookDelete a Helpwise webhook by its ID.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Helpwise

How does the agent connect to Helpwise?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Helpwise?
The page above lists the 37 actions currently available through the Helpwise connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Helpwise included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Helpwise is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Helpwise to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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