Smart, dynamic support that takes action for you
AI Actions let Helply do more than just answer questions. Trigger workflows, update accounts, and personalize responses automatically without adding complexity.



AI Actions empower Helply to execute tasks like pulling account data, updating user settings, or routing tickets based on smart rules.
Guidance and Personas make every interaction personalized, dynamic, and brand-aligned.
Your AI agent moves from just answering to actually solving.
Execute tasks without human intervention
With AI Actions, Helply can complete predefined tasks based on real conversations. From updating account details to sending API calls, your AI works behind the scenes.
- Perform real tasks inside conversations
- Trigger workflows automatically
- Connect to external systems via API
- Reduce handoffs and resolution times

Guide users to the right outcome faster
Use smart routing rules to escalate complex issues, trigger custom paths, or personalize responses based on user context and behavior.
- Route based on user type or priority
- Escalate at the right time
- Personalize conversation paths
- Increase first-contact resolution rates

Make every conversation feel tailor-made
Helply's Persona engine adapts tone, content, and actions based on user roles, plans, or journey stage. No code. No prompts. Just better conversations.
- Dynamic tone and behavior shifts
- Tailored workflows per user type
- Custom escalation triggers
- Smarter, more natural experiences

Keep AI conversations consistent and on-brand
Control tone, voice, escalation behavior, and handling for specific scenarios using simple Guidance settings without prompt engineering.
- Set global tone and rules
- Customize per use case
- Fine-tune without coding
- Maintain brand trust at scale

Trigger backend updates, sync user data, or create service tickets automatically through API calls.
Create branching workflows inside conversations based on user input, behavior, or profile.
Fetch live data like subscription status or account details mid-conversation to personalize responses.
Launch workflows faster with prebuilt templates for common actions like order lookup or account updates.
Build multi-step support flows that guide users through fixes without needing a human agent.
Instantly reflect changes inside the conversation without delays or manual refresh.
Capture conversation history at key action points to maintain visibility and auditability.
Manage who can create, edit, and approve workflows and actions inside Helply.