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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Integrate Helpwise
with your AI CRM
Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.
Explore Triggers and Actions
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 metadata for a Helpwise attachment by its ID, such as its file name, download URL, content type, and timestamps.
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Get Conversation
Retrieves a specific Helpwise conversation by ID, returning selected metadata such as subject, status, participants, and timestamps when available.
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Get Conversation Attachments
Retrieves attachment metadata from messages for a specified conversation. Attachment entries containing only IDs are skipped, so the result may not include every attachment.
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Get Conversation Note
Retrieves details of a Helpwise conversation note using the conversation ID and note ID.
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Get Conversation Notes
Retrieves notes associated with a specified conversation for collaboration and context. Results reflect the response from a single request and may not include every note.
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Get Conversations
Lists Helpwise support conversations for display or analysis, with pagination and optional mailbox, status, assignment, requester, and search filters. Results can be sorted by creation or update time.
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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
Retrieves details of a Helpwise mailbox using its mailbox ID.
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Get Helpwise Mailboxes
Lists Helpwise mailboxes with page-based pagination. The requested page size can be up to 100 mailboxes.
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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 a Helpwise team by ID, including its name and available timestamps. If the response omits a name, a placeholder name is supplied.
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Get Helpwise Teams
Lists Helpwise teams for assignment or management, with page-based pagination. The requested page size can be up to 100 teams.
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Get Helpwise Users
Lists Helpwise users with page-based pagination, for example to find 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
Lists Helpwise webhook configurations with page-based pagination. The requested page size can be up to 100 webhooks.
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Get Helpwise WhatsApp Templates
Lists Helpwise WhatsApp message templates for a mailbox. If no mailbox is specified, the tool attempts to use the first available mailbox.
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Search Helpwise Contacts
Searches Helpwise contacts by term, with optional limit and offset pagination. When the API does not provide a total, the returned total is the number of contacts in the response.
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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 a Helpwise tag by ID, supplying its name and optionally its color.
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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
Update an existing Helpwise mailbox by ID, changing its display name, address, team assignment, signature, or default status. At least one setting must be provided.
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How the Helpwise integration works
The Helpwise integration connects your Dench AI CRM directly to Helpwise, so agents can read and act on your Helpwise data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
37 actions are available for agents to invoke on your behalf. Every call runs through Helpwise's own authorization, scoped to the account you connect.
Set up Helpwise in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Helpwise and click Connect — you'll authorize access through Helpwise's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Helpwise in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Helpwise integration work with Dench?
The Dench Helpwise integration connects your AI CRM to Helpwise, so AI agents can work with your Helpwise data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Helpwise via Dench?
The Helpwise integration currently exposes 37 actions, including Add note to conversation, Create attachment, Create Helpwise Team, Create Helpwise Webhook, Delete Contact, and Delete Email Signature. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Helpwise to Dench?
No. You connect Helpwise from your Dench workspace using Helpwise's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Helpwise integration secure?
Connections are authorized through Helpwise's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Helpwise connection from your workspace settings at any time.