Add Helpdesk to your AI agent
HelpDesk is a ticketing system designed to streamline customer support by organizing and managing inquiries efficiently.
- Things your agent can do in Helpdesk
- 14
Things your AI can do in Helpdesk
Your FormWise AI can handle any of these in Helpdesk — on its own, without you needing to click a button.
List Agents
Retrieves all support agents (team members) in the HelpDesk account. Use this action to get a complete list of agents with their details including: - Agent profiles (name, email, avatar, job title) - Role assignments (owner, normal, viewer) - Team memberships - Status (active or invited) - Auto-assignment settings - Email signatures This action requires no parameters and returns all agents in the account. Useful for finding agent IDs, checking team composition, or verifying permissions.
List Canned Responses
Tool to list canned responses. Use when you need to retrieve all predefined reply templates for tickets.
List Custom Fields
Tool to list all custom fields defined in the account. Use when you need to view or manage custom fields. Only callable after authentication.
List Email Domains
Lists all email domains configured for the HelpDesk account. Returns a comprehensive list of all email domains set up in the HelpDesk account, including domain names, verification status, DNS records, and configuration flags. Email domains allow you to send and receive tickets via custom email addresses. Use this action to: - Get domain IDs and names for use in other API operations - Check domain verification and setup status - View DNS configuration requirements - Audit which domains are actively being used for inbox No parameters required - returns all email domains accessible to the authenticated account.
List Licenses
Retrieves all licenses (account configurations) for the authenticated HelpDesk account. A license represents a customer account and contains subscription information, global settings, default team/template assignments, and detected languages. Most accounts have one license. Use this action to: - Check account configuration and settings - Get account ID and metadata - View default team and template assignments - Inspect company settings and feature flags No parameters required - returns all licenses for the authenticated account.
List Reply Addresses
Lists all reply addresses configured in the HelpDesk account. Reply addresses are email addresses used to receive and respond to support tickets. Each reply address must be associated with a verified email domain and can be used as the "From" address when sending ticket responses to customers. Use this action to: - Get all available reply addresses and their verification status - Retrieve reply address IDs for use in other operations (e.g., creating mailboxes) - Check which email domains are being used for reply addresses - Audit reply address configuration across the account No parameters required - returns all reply addresses accessible to the authenticated account.
List Rules
Tool to retrieve a list of rules configured in the account. Use after authentication when you need an overview of all automation rules.
List Subscriptions
Lists all billing subscriptions for the HelpDesk account, including active, expired, canceled, and future subscriptions. Subscriptions represent the currently selected plan (team or enterprise) and number of paid agent slots. Use this tool to retrieve subscription details including plan codes, pricing, billing cycles, trial periods, and subscription states. Both filter parameters are optional - omit them to retrieve all subscriptions.
List Teams
Lists all teams in the HelpDesk account. Returns a comprehensive list of all teams configured in the HelpDesk account, including team IDs, names, settings, reply addresses, and integration configurations. Teams are organizational units that group agents and manage ticket routing. Use this action to: - Get team IDs for use in other API operations - Retrieve team names and configurations - Audit team settings and reply addresses - View team integration configurations No parameters required - returns all teams accessible to the authenticated account.
List Tickets
List all tickets from a specified silo with cursor-based pagination support. This tool retrieves tickets from the helpdesk system with flexible sorting and pagination. Use this when you need to retrieve tickets for monitoring, reporting, or processing. Key features: - Retrieves tickets from specified silo (tickets, archive, trash, or spam) - Supports cursor-based pagination for efficient navigation through large datasets - Configurable page size (1-100 tickets per page) - Multiple sort options (createdAt, updatedAt, lastMessageAt) in ascending or descending order Common use cases: - Get all open tickets: Use default parameters with silo='tickets' - Browse archived tickets: Set silo='archive' - Paginate through results: Use next_value and next_id from previous response
List Trusted Emails
Tool to retrieve a list of trusted email addresses or domains. Use when managing your spam whitelist after authenticating.
List Views
Tool to list agent views. Use when you need to retrieve saved ticket views after authentication.
Show 2 more things it can do
List Webhooks
Lists all configured webhooks for the HelpDesk account. Webhooks allow you to receive real-time notifications about ticket events (creation, updates, status changes, assignments, etc.) sent as HTTP POST requests to your specified URLs. Use this action to view all active webhook configurations.
View Agent
Retrieves comprehensive details for a specific agent in the HelpDesk system. Returns complete agent information including profile details, role assignments, team memberships, status, settings, and signature configuration. Use this action when you need detailed information about a specific agent after obtaining their ID from the list_agents action.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Helpdesk is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Helpdesk, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Helpdesk for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Helpdesk work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Helpdesk to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Helpdesk in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Helpdesk.
- 3
Hit "Connect"
Click "Connect Helpdesk" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Helpdesk
Build a quick AI Agent (it's like writing instructions, not code), and pick the Helpdesk actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Helpdesk for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Helpdesk workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Helpdesk users had before signing up
Do I need to know how to code?
Not even a little. If you can use Helpdesk today, you can set this up. You'll connect Helpdesk, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Helpdesk login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Helpdesk or delete everything any time.
What happens when Helpdesk updates their app?
We handle it. When Helpdesk adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Helpdesk takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Helpdesk — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Helpdesk on FormWise
HelpDesk is a ticketing system designed to streamline customer support by organizing and managing inquiries efficiently.
Connect Helpdesk once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the Helpdesk work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Helpdesk? Take a look at www.helpdesk.com.
More customer support integrations
Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
Gleap
Gleap is an all-in-one customer feedback tool for apps and websites, enabling direct communication with users to build better software by discovering their everyday pain points.
Freshdesk
Freshdesk provides customer support software with ticketing, knowledge base, and automation features for efficient helpdesk operations and better customer experiences
ServiceNow
ServiceNow is a cloud-based enterprise platform that helps organizations automate and manage digital workflows across IT, HR, customer service, and operations.
RepairShopr
RepairShopr is a comprehensive repair shop management software designed to streamline operations, manage customer relationships, and enhance business efficiency.
Intercom
Intercom provides live chat, messaging, and customer engagement tools, enabling businesses to drive conversions, handle support, and personalize communication at scale
Stop doing the Helpdesk work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.