Helply
AI Actions

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.

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AI Actions
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Triggers real tasks automatically

AI Actions empower Helply to execute tasks like pulling account data, updating user settings, or routing tickets based on smart rules.

Personalizes conversations based on users and context

Guidance and Personas make every interaction personalized, dynamic, and brand-aligned.

Extends your AI agent beyond canned replies

Your AI agent moves from just answering to actually solving.

Workflow Automation

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
Knowledge Bridge
Smart Routing and Rules

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
Knowledge Bridge
Persona-Based Personalization

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
Knowledge Bridge
Guidance Customization

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
Knowledge Bridge
API Actions

Trigger backend updates, sync user data, or create service tickets automatically through API calls.

Condition-Based Workflows

Create branching workflows inside conversations based on user input, behavior, or profile.

Live Data Pulls

Fetch live data like subscription status or account details mid-conversation to personalize responses.

Prebuilt Integration Templates

Launch workflows faster with prebuilt templates for common actions like order lookup or account updates.

Guided Flows

Build multi-step support flows that guide users through fixes without needing a human agent.

Real-Time Updates

Instantly reflect changes inside the conversation without delays or manual refresh.

Conversation Snapshots

Capture conversation history at key action points to maintain visibility and auditability.

Access Controls

Manage who can create, edit, and approve workflows and actions inside Helply.

Give your support team a break.

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