Add 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.
- Things your agent can do in Helpwise
- 37
Things your AI can do in Helpwise
Your FormWise AI can handle any of these in Helpwise — on its own, without you needing to click a button.
Create attachment
PopularTool to upload a new attachment. Use when you need to send a file to Helpwise and receive its attachment metadata.
Delete Contact
PopularDeletes 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 deletion. Note: This action is idempotent - deleting a non-existent contact will return an appropriate error.
Delete Tag
PopularPermanently 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: Deleting a tag will automatically remove it from all existing conversations that use this tag.
Delete Team
PopularTool to delete a team. Use when you need to remove an existing team by its unique identifier after confirming the ID and dependencies.
Get Conversation
PopularRetrieves 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 specific conversation's details. Example use cases: - Checking the status of a support ticket conversation - Viewing conversation participants and assignees - Retrieving conversation metadata for reporting
Search Helpwise Contacts
PopularTool to search contacts by term with pagination. Use when you need to find contacts by name, email, phone, or other contact attributes.
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 assign initial members by their user IDs IMPORTANT: Team creation via API is not available in the current Helpwise API. All tested endpoints (/api/v1/teams, /dev-apis/teams, /api/v1/team, /dev-apis/team) return 404. Team management appears to be limited to the Helpwise web interface. If you need to create teams, please: 1. Use the Helpwise web interface at https://app.helpwise.io 2. Contact Helpwise support at dev@helpwise.io to request API endpoint availability This action is implemented speculatively for future API support and follows standard patterns used in other Helpwise actions.
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 assignments, status changes, and tag applications. Webhooks deliver JSON payloads to your specified callback URL when subscribed events occur. IMPORTANT: Helpwise webhook management is primarily done through the UI at: Settings > Automation > Integrations > Webhooks (https://app.helpwise.io/settings/integrations) This action attempts to use programmatic API endpoints, but if they're unavailable in your Helpwise plan or environment, you'll need to create webhooks manually via the UI.
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 endpoint was not found or the method is not allowed. Use this action when you need to attempt to permanently remove a conversation by its ID.
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 Not Allowed). Consider managing mailboxes through the Helpwise web interface if API deletion is unsupported.
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 not allowed (HTTP 405). Use this action when you need to attempt to permanently remove a message by its ID.
Show 25 more things it can do
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 by the signature_id. Returns an empty response on successful deletion (204 No Content).
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 valid before deletion - this operation cannot be undone. Common responses: - Success (204): Template deleted successfully - Not Found (404): Template ID does not exist or was already deleted - Forbidden (403): No permission to delete this template
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 name, content type, and timestamps.
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 extracting attachment information from them. A conversation_id is required to use this action. Use this when you need to: - Get all file attachments from a specific conversation - Access attachment metadata (filename, URL, size, content type) - Download files shared in customer support conversations **Note**: This action retrieves attachments through the messages endpoint, as Helpwise embeds attachment data within message objects rather than providing a standalone attachments resource.
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 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 performing operations on it - Retrieve tag details for display or processing Tags in Helpwise are labels that can be applied to conversations for organization and filtering.
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 interface. Use this tool when you have a valid team_id and need to fetch team details such as name and timestamps.
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 status) - Need to check webhook creation/update timestamps Prerequisites: You must have a valid webhook ID, which can be obtained from the 'Get Webhooks' action or when creating a webhook.
Get Helpwise Webhooks
Tool to retrieve Helpwise webhooks. Use when you need to list and paginate all webhook configurations.
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. Obtain the mailbox_id from the Get Mailboxes action.
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_GET_TAG or from the Helpwise UI.
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 placeholders) - Modify the HTML content/body of the template Prerequisites: - You must have the template_id (obtain via Get Templates action or Helpwise UI) - At least one field (name, subject, or html) must be provided for update Note: This action performs a partial update - only provided fields will be modified.
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 Helpwise is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Helpwise, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Helpwise for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Helpwise work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Helpwise to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Helpwise in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Helpwise.
- 3
Hit "Connect"
Click "Connect Helpwise" 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 Helpwise
Build a quick AI Agent (it's like writing instructions, not code), and pick the Helpwise actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Helpwise for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Helpwise 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 Helpwise users had before signing up
Do I need to know how to code?
Not even a little. If you can use Helpwise today, you can set this up. You'll connect Helpwise, 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 Helpwise 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 Helpwise or delete everything any time.
What happens when Helpwise updates their app?
We handle it. When Helpwise 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 Helpwise 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 Helpwise — 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 Helpwise on FormWise
Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.
Connect Helpwise once and your FormWise AI gets 37 things it can do inside it. That means your AI can handle the Helpwise 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 Helpwise? Take a look at helpwise.io.
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Stop doing the Helpwise 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.
