Planned 5

Make WooCommerce Order from Chat

Enable customers to place WooCommerce orders directly from chat, streamlining the shopping experience with instant, conversational checkout.
Our Plan Medium
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Social Platform TikTok

Our Plan Medium
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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…
Our Plan Medium
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External CRM Integration

Allow seamless integration with popular third-party CRM systems, enabling users to sync leads, conversations, and customer data between Helpmate and…
Our Plan Medium
1
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Ad Campaign Context Retrieval

Display Ad Campaign context info when message/comment on a connected social platform.
Our Plan Medium
1
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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…
Our Plan High
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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…
Our Plan Medium
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Email Sequences automation

The Pro version can create automated email sequences, sending a series of tailored messages automatically triggered by specific customer actions.…
Our Plan Medium
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Coupon Delivery automation

The Pro version instantly sends discount codes via chat or email immediately after customer interaction. Delivering tailored incentives during conversations…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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Lead Capture automation page

Set rules to automatically gather visitor details like names and emails directly through the chat widget. Configure immediate notifications to…
Our Plan Medium
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Social Messages inbox tab

The Pro version includes a dedicated "Social Messages" inbox tab that centralizes messages from Facebook Messenger, Instagram DMs, and WhatsApp…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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Leads management page

A notification badge provides real-time alerts for new captures, ensuring your sales team can respond to hot prospects immediately. The…
Our Plan Medium
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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…
Our Plan Medium
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Getting Started Checklist

The "Getting Started" checklist ensures a quick and error-free configuration process for new users. The "Overview" section provides immediate visibility…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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,…
Our Plan Medium
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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…
Our Plan Medium
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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,…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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.…
Our Plan High
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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…
Our Plan Medium
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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…
Our Plan Medium
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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.…
Our Plan Medium
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Social lead campaign components

The campaign connects your Facebook, Instagram, and WhatsApp accounts to a single dashboard, allowing you to run unified lead generation…
Our Plan Medium
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Live Chat channel settings

Settings allow you to configure agent availability and working hours, ensuring live chat only appears when staff is online to…
Our Plan Medium
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WhatsApp integration

The Pro version connects your WhatsApp Business API account directly to the Helpmate dashboard, allowing you to manage chats alongside…
Our Plan Medium
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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…
Our Plan Medium
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2.0.0 Release

Many new features and improvements including CRM, Social Platforms, Automations etc. Check the full list here.
Our Plan High
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Feature: Proactive Sales

Targeted Engagement: Don't wait for customers to come to you. Automatically reach out to visitors with the right message at…
Our Plan Medium
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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…
Our Plan Medium
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Feature: Coupon Delivery

Automated & Proactive Offers: Sends discount codes automatically during chat conversations, or proactively present them to visitors who might need…
Our Plan Medium
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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…
Our Plan Medium
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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.…
Our Plan Medium
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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…
Our Plan Medium
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Feature: Sales Notification

Automated Alerts: Instantly notifies your internal team of new orders for quick fulfillment, or broadcasts recent purchases to visitors currently…
Our Plan Medium
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Chatbot Customization

Visual Appearance: Make the chatbot feel like a natural extension of your website. You can easily adjust the chat widget's…
Our Plan Medium
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Email unsubscribe page

A dedicated landing page that allows email recipients to opt out of future communications, ensuring compliance with email regulations and…
Our Plan Medium
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0

Redesigned Admin Sidebar

Modern Icon Bar: Swap out bulky menus for a streamlined, space-saving icon bar that keeps your most important tools instantly…
Our Plan Medium
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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…
Our Plan Medium
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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.…
Our Plan Medium
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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…
Our Plan Medium
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Contacts management page

A CRM tool to manage and organize your contacts, supporting up to 50 contacts on the free tier and unlimited…
Our Plan Medium
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Contact details tabs

A Pro feature that provides dedicated tabs within a contact's profile to track their abandoned carts and scheduled events.
Our Plan Medium
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Notes system on contacts

A feature that allows adds, stores, and manages custom notes directly within individual contact profiles to keep track of important…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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,…
Our Plan Medium
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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…
Our Plan Medium
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CRM Analytics with reports

A comprehensive analytics feature that generates detailed reports across your CRM, providing valuable insights into contacts, leads, emails, tasks, tickets,…
Our Plan Medium
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Tickets tab in inbox.

A dedicated tab within the unified inbox that centralizes all your customer support tickets, allowing you to easily view, organize,…
Our Plan Medium
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Archived conversations tab

A dedicated tab within the unified inbox that stores past or resolved conversations, allowing you to keep your active workspace…
Our Plan Medium
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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…
Our Plan Medium
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Automations organized into groups

A feature that streamlines your workflow by organizing your automated actions into distinct Support, Sales, Marketing, and Conversion categories, making…
Our Plan Medium
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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…
Our Plan Medium
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Email Campaigns automation.

A Pro feature that allows you to automate your email marketing campaigns, enabling you to streamline your communication by setting…
Our Plan Medium
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Proactive Sales automation.

A Pro feature that automates your outbound sales efforts, allowing you to proactively engage with website visitors and leads through…
Our Plan Medium
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Modules management page

A centralized settings page that allows you to customize your workspace by easily enabling or disabling specific modules and features…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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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…
Our Plan Medium
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Per-type notification counts

A tracking feature that provides categorized notification badges for leads, appointments, and tasks, allowing you to see at a glance…
Our Plan Medium
0
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No feedback found.

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