Planned 5
Make WooCommerce Order from Chat
Enable customers to place WooCommerce orders directly from chat, streamlining the shopping experience with instant, conversational checkout.
Multi-Model AI Support
Enable Helpmate to work with multiple AI providers (e.g., OpenAI, Anthropic, etc.), allowing users to choose and switch between different…
External CRM Integration
Allow seamless integration with popular third-party CRM systems, enabling users to sync leads, conversations, and customer data between Helpmate and…
Ad Campaign Context Retrieval
Display Ad Campaign context info when message/comment on a connected social platform.
In Progress 2
Chat Transcript Email & Contact Capture
Send users their chat transcript by email after the conversation ends, while collecting and storing their email as a new…
Done 72
Chatbot conversations tab
The Free version includes a limitation of 200 chat credits per month, covering a set number of interactions between the…
Email Sequences automation
The Pro version can create automated email sequences, sending a series of tailored messages automatically triggered by specific customer actions.…
Coupon Delivery automation
The Pro version instantly sends discount codes via chat or email immediately after customer interaction. Delivering tailored incentives during conversations…
Auto DM and Comments automation for social platforms
The Pro version allows you to set up automated replies to comments on your Instagram posts, ensuring immediate engagement with…
Sales Notifications moved under Conversion Automation
Sales Notifications are now found under Conversion Automation to align with your overall marketing strategy. All users receive one free…
Promo Bar moved under Conversion Automation
The Promo Bar is now found under Conversion Automation, linking it directly to your marketing strategy. All users receive one…
Lead Capture automation page
Set rules to automatically gather visitor details like names and emails directly through the chat widget. Configure immediate notifications to…
Social Messages inbox tab
The Pro version includes a dedicated "Social Messages" inbox tab that centralizes messages from Facebook Messenger, Instagram DMs, and WhatsApp…
Live Chat inbox tab with real-time messaging
The Pro version enables instant messaging for agents to assist customers browsing your site immediately. A special tab separates live…
Facebook Messages and Comments integration.
The Pro version centralizes Facebook Messenger messages into a single inbox, allowing you to manage all customer communications from one…
Unified All Conversations inbox replacing the old Activity page
The inbox merges messages from Facebook, Instagram, WhatsApp, and live chat into one view, replacing the old Activity page. This…
Failed E-mail Tracking Sheet
The Pro version includes a dedicated sheet to track emails that fail to send, ensuring you have a record of…
Email Templates with template editor and library
The Pro version provides pre-built templates for common scenarios like order confirmations and abandoned carts for immediate use. An intuitive…
Custom Fields for Contacts and Tasks
The Pro version lets you create custom fields for contacts and tasks, allowing you to store business-specific information beyond standard…
Appointments and Bookings Management
The Pro version allows the AI chatbot to handle scheduling 24/7, enabling customers to book appointments directly within the chat…
Leads management page
A notification badge provides real-time alerts for new captures, ensuring your sales team can respond to hot prospects immediately. The…
Comparison of Free and Pro Versions of HelpMate
The Free version is limited to 30 knowledge base entries, while Pro supports up to 30,000, allowing the AI to…
Getting Started Checklist
The "Getting Started" checklist ensures a quick and error-free configuration process for new users. The "Overview" section provides immediate visibility…
Chat review and feedback form in the public chat widget
The form allows visitors to rate their chat experience immediately after the interaction concludes, ensuring timely and relevant feedback. It…
Social Message Processor for Multi-Platform Handling
Consolidates direct messages and comments from Facebook, Instagram, and WhatsApp into a single, centralized dashboard, eliminating the need to switch…
Realtime Updates System
Updates across all dashboard sections—including conversations, lead profiles, and analytics—automatically without requiring the user to refresh the page. Enables immediate,…
Notification Badges on Inbox and CRM Sidebar Sections
Provides immediate visual cues on the sidebar navigation to highlight unread messages, missed calls, or new activities awaiting attention. Helps…
In-app notifications system
Provides instant, real-time alerts within the dashboard whenever a new lead is captured or a user interacts with the chatbot,…
Public scheduling page with form template
Provides a unique, public-facing URL where clients can view availability and book appointments directly without needing to log in. Features…
Appointment booking form in public widget
The Pro version enables a fully functional appointment booking form directly within the public chat widget, allowing visitors to schedule…
Behavior settings for chatbot
You can define the chatbot's persona and tone of voice (e.g., professional, friendly, or casual) to ensure it aligns with…
Improved test chatbot with launcher preview mode
The test environment now includes a launcher preview mode, allowing you to see exactly how the chat widget icon will…
Test Chatbot Feature with Instructions
Guided Testing Steps: Follow clear, easy-to-understand instructions to evaluate your chatbot's setup from start to finish without needing technical expertise.…
Analytics page moved under Admin Hub
The Analytics page has been moved under the Admin Hub section, centralizing data reporting for better administrative oversight. This section…
Role-based permission system across all pages
Permissions are applied across all pages in the dashboard, restricting or granting access to specific sections based on the assigned…
Teams and Roles management with 5 predefined roles
The system provides 5 predefined roles—Admin, Manager, Live Chat Agent, Salesperson, and Marketer—each with specific permissions tailored to their function.…
Social lead campaign components
The campaign connects your Facebook, Instagram, and WhatsApp accounts to a single dashboard, allowing you to run unified lead generation…
Live Chat channel settings
Settings allow you to configure agent availability and working hours, ensuring live chat only appears when staff is online to…
WhatsApp integration
The Pro version connects your WhatsApp Business API account directly to the Helpmate dashboard, allowing you to manage chats alongside…
Instagram Messages and Comments integration
The Pro version centralizes Instagram Direct Messages (DMs) into a single inbox, allowing your team to manage all customer communications…
2.0.0 Release
Many new features and improvements including CRM, Social Platforms, Automations etc. Check the full list here.
Feature: Proactive Sales
Targeted Engagement: Don't wait for customers to come to you. Automatically reach out to visitors with the right message at…
Feature: Product Search By Image
Visual Product Discovery: Customers can easily find items they’ve spotted in photos, on social media, or in real life without…
Feature: Coupon Delivery
Automated & Proactive Offers: Sends discount codes automatically during chat conversations, or proactively present them to visitors who might need…
Feature: Ticket Support
Structured Organization: Consolidates all customer inquiries, complaints, and requests into a single, easy-to-manage dashboard, eliminating cluttered inboxes and confusion. Efficient…
Feature: Refund Return
Centralized Organization: Seamlessly collects, manages, and organizes all customer requests for product returns and refunds in one structured, easy-to-navigate system.…
Feature: Abandoned Cart Recovery
Automated Follow-Ups: Automatically reaches out to shoppers who leave your site before buying, saving you the effort of manually tracking…
Feature: Sales Notification
Automated Alerts: Instantly notifies your internal team of new orders for quick fulfillment, or broadcasts recent purchases to visitors currently…
Chatbot Customization
Visual Appearance: Make the chatbot feel like a natural extension of your website. You can easily adjust the chat widget's…
Email unsubscribe page
A dedicated landing page that allows email recipients to opt out of future communications, ensuring compliance with email regulations and…
Redesigned Admin Sidebar
Modern Icon Bar: Swap out bulky menus for a streamlined, space-saving icon bar that keeps your most important tools instantly…
Notification bell in top bar
Prominent Top Bar Placement: Conveniently anchored at the top of your screen, giving you instant access to your alerts without…
Browser tab title sync for unread notification count
Cross-Tab Awareness: Instantly see if you have pending notifications while browsing other websites, reading emails, or using different web apps.…
3-step setup wizard for first-time users.
Seamless API Key Integration: Kickstart your journey instantly by generating and connecting a Free Forever API Key, allowing you to…
Contacts management page
A CRM tool to manage and organize your contacts, supporting up to 50 contacts on the free tier and unlimited…
Contact details tabs
A Pro feature that provides dedicated tabs within a contact's profile to track their abandoned carts and scheduled events.
Notes system on contacts
A feature that allows adds, stores, and manages custom notes directly within individual contact profiles to keep track of important…
WooCommerce order management linked to contacts
An integration that links WooCommerce orders directly to individual contact profiles, allowing you to view and manage a customer's purchase…
WooCommerce order metabox showing CRM contact info
An integration that adds a dedicated metabox to WooCommerce order pages, allowing you to view relevant CRM contact details directly…
Segments with condition builder for contact filtering.
A Pro feature that allows you to create targeted groups of contacts using a dynamic condition builder for advanced filtering…
Tasks management with Kanban board and list view.
A Pro feature that allows you to manage and organize your workflow by viewing and tracking tasks through a visual…
Email Campaigns with bulk sending
A Pro feature that enables you to create and send mass email campaigns in bulk directly to your contacts for…
Email Sequences for automated follow-up flows
An automation feature that allows you to create and schedule a series of emails, enabling you to set up continuous,…
Smart Scheduling module with schedules and settings
A Pro feature that provides a dedicated smart scheduling module, allowing you to set up, manage, and configure appointments and…
CRM Analytics with reports
A comprehensive analytics feature that generates detailed reports across your CRM, providing valuable insights into contacts, leads, emails, tasks, tickets,…
Tickets tab in inbox.
A dedicated tab within the unified inbox that centralizes all your customer support tickets, allowing you to easily view, organize,…
Archived conversations tab
A dedicated tab within the unified inbox that stores past or resolved conversations, allowing you to keep your active workspace…
Comments inbox tab for social media comments.
A Pro feature that adds a dedicated tab within the unified inbox, allowing you to centrally view, manage, and respond…
Automations organized into groups
A feature that streamlines your workflow by organizing your automated actions into distinct Support, Sales, Marketing, and Conversion categories, making…
Chatbot sub-group under Support Automation
A dedicated section within Support Automation that allows you to fully manage your chatbot by testing its responses, customizing its…
Email Campaigns automation.
A Pro feature that allows you to automate your email marketing campaigns, enabling you to streamline your communication by setting…
Proactive Sales automation.
A Pro feature that automates your outbound sales efforts, allowing you to proactively engage with website visitors and leads through…
Modules management page
A centralized settings page that allows you to customize your workspace by easily enabling or disabling specific modules and features…
Business hours support for the chat widget.
A feature that allows you to set specific operating hours for your chat widget, automatically managing its online availability to…
Post and page meta box
A feature that adds a training meta box to the WordPress post and page editor, allowing you to instantly update…
Permissions module with granular access control.
A management module that provides detailed, granular control over user roles and permissions, allowing you to specify exactly which features…
Per-type notification counts
A tracking feature that provides categorized notification badges for leads, appointments, and tasks, allowing you to see at a glance…
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