Connect Helpwise to your AI agent
Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.
We set up the connection using your own Helpwise account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Helpwise
Each one is a real action the agent can take on its own, the same things a person clicking around Helpwise could do. Read-only by default; write actions are confirmed against your policy.
- Create attachment Tool to upload a new attachment. Use when you need to send a file to Helpwise and receive its attachment metadata.
- Add note to conversation Tool to add a note to a conversation. Use after obtaining the conversation_id to provide context.
- Create Helpwise Team Creates 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 team - Optionally as…
- Create Helpwise Webhook Creates 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, conversation assignm…
- Delete Contact Deletes 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) on successful dele…
- Delete Helpwise Conversation Attempts 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 indicating that the en…
- Delete Mailbox Tool 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 available (405 Method No…
- Delete Helpwise Message Attempts 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 method is n…
- Delete Helpwise Note Tool 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 Signature Deletes 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 signature identified…
- Delete Tag Permanently 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 longer needed. Note: D…
- Delete Team Tool to delete a team. Use when you need to remove an existing team by its unique identifier after confirming the ID and dependencies.
- Delete Template Deletes 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 the template_id is v…
- Delete Helpwise Webhook Delete 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).
- Get Attachment Retrieves 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 download URL, file n…
- Get Conversation Attachments Retrieves attachments from messages in a specific conversation. **Important**: Helpwise does not provide a dedicated attachments endpoint. This action retrieves attachments by fetching messages from the conversation and…
- Get Helpwise Contact Retrieves 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 Conversation Retrieves 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 view or analyze a sp…
- Get Conversations Tool to retrieve a list of conversations. Use when you need to list and paginate support conversations for display or analysis.
- Get Helpwise Custom Field Retrieves 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 Mailbox Tool to retrieve details of a specific mailbox by its ID. Use when you know the mailbox ID and need full mailbox information.
- Get Helpwise Mailboxes Tool to retrieve mailboxes. Use when you need to list and paginate mailboxes after authenticating.
- Get Conversation Note Tool to retrieve details of a specific note. Use when you know the conversation and note IDs and need full note information.
- Get Conversation Notes Retrieves 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 Tag Retrieves 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 exists before performin…
- Get Helpwise Team Retrieves 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 the Helpwise web int…
- Get Helpwise Teams Tool to retrieve Helpwise teams. Use when you need to list and paginate all teams for assignment or management.
- Get Helpwise WhatsApp Templates Tool to retrieve Helpwise WhatsApp message templates. Use when you need to list WhatsApp templates for a mailbox or account.
- Get Helpwise Users Tool to retrieve Helpwise users list. Use when you need to fetch and paginate agents for assignment.
- Get Helpwise Webhook Retrieve 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, events, active stat…
- Get Helpwise Webhooks Tool to retrieve Helpwise webhooks. Use when you need to list and paginate all webhook configurations.
- Search Helpwise Contacts Tool to search contacts by term with pagination. Use when you need to find contacts by name, email, phone, or other contact attributes.
- Update Helpwise Contact Tool to update an existing Helpwise contact. Use when you need to modify contact details or custom attributes.
- Update Mailbox Updates 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 provided for update.…
- Update Helpwise Message Tool to update an existing message. Use when you need to modify message content by its ID.
- Update Helpwise Tag Updates 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 it using HELPWISE_GE…
- Update Helpwise Template Updates 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 (including placeholder…
Setup
How we connect it
- 1
Connect your account
You create a key in Helpwise, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Helpwise questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Helpwise's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Helpwise to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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