Connect Helpwise and AgentX to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

AgentX

Automatically do this!

Ready to use Helpwise and AgentX automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Conversation

New Conversation

Triggers when New Conversation Started With an Agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

New Agent

New Agent

Triggers when a new agent is created.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for Helpwise

Do thisActions

Action is the task that follows automatically within your Helpwise integrations.

Assign Conversation

Assign Conversation

Assign Conversation to User

Add Note

Add Note

Adds a Note in the Conversation

Create Contact

Create Contact

Create your contact in Helpwise from your favorite app.

Create Conversation With Agent

Create Conversation With Agent

Start a new chat with an agent

Start Chat And Send Message

Start Chat And Send Message

Start chat and send message

Send Message to Conversation

Send Message to Conversation

Send a message from Agent

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Frequently Asked Questions

How do I start an integration between Helpwise and AgentX?

To start, connect both your Helpwise and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in AgentX (or vice versa).

Can we customize how data from Helpwise is recorded in AgentX?

Absolutely. You can customize how Helpwise data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Helpwise and AgentX?

The data sync between Helpwise and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Helpwise to AgentX?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Helpwise and AgentX?

Yes, you can set conditional logic to control the flow of data between Helpwise and AgentX. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Helpwise

About Helpwise

Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.

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AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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