Helpwise

Integrate Helpwise with your AI workspace

Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.

Explore Triggers and Actions

Add note to conversation

Tool to add a note to a conversation. Use after obtaining the conversation_id to provide context.

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Create attachment

Tool to upload a new attachment. Use when you need to send a file to Helpwise and receive its attachment metadata.

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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.

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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.

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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 deletion. Note: This action is idempotent - deleting a non-existent contact will return an appropriate error.

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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).

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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.

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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.

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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.

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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).

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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.

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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: Deleting a tag will automatically remove it from all existing conversations that use this tag.

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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.

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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

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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.

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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 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

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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.

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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.

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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.

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Get Conversations

Tool to retrieve a list of conversations. Use when you need to list and paginate support conversations for display or analysis.

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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.

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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.

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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.

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Get Helpwise Mailboxes

Tool to retrieve mailboxes. Use when you need to list and paginate mailboxes after authenticating.

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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.

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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.

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Get Helpwise Teams

Tool to retrieve Helpwise teams. Use when you need to list and paginate all teams for assignment or management.

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Get Helpwise Users

Tool to retrieve Helpwise users list. Use when you need to fetch and paginate agents for assignment.

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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.

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Get Helpwise Webhooks

Tool to retrieve Helpwise webhooks. Use when you need to list and paginate all webhook configurations.

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Get Helpwise WhatsApp Templates

Tool to retrieve Helpwise WhatsApp message templates. Use when you need to list WhatsApp templates for a mailbox or account.

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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.

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Update Helpwise Contact

Tool to update an existing Helpwise contact. Use when you need to modify contact details or custom attributes.

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Update Helpwise Message

Tool to update an existing message. Use when you need to modify message content by its ID.

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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.

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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.

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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.

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