This QuickStart guide will show you how to set up and launch your Helply AI agent.
After completing this guide, your AI agent will be live, ready to answer customer questions, handle Tier-1 support, and escalate to your support team.
You can create your Helply account here.
Getting Started
After completing your Helply account creation, you can get started with onboarding your AI agent. If you need assistance along the way, check out our Onboarding Guide for step-by-step instructions.
Training
Once your account is set up, the next step is training your AI agent. Training lets Helply understand your business, answer customer questions accurately, and escalate only when needed.
In this section, you’ll learn how to:
Sync Help Desk to import data and manage training for your Helply AI agent.
Import website content to provide up-to-date information directly from your site.
Add text training to cover gaps in your knowledge base.
Upload documents like PDFs or Word files to teach your agent specific details.
Create Q&A entries so the agent can answer FAQs confidently.
Use the Playground to test your agent and see how it responds in real scenarios.
Sync Help Desk
Import Help Desk data and manage training for your Helply AI agent.
Import Websites
Import and crawl your website to train your AI agent.
Text Training
Add and test training material for Helply Agent.
Upload Files
Upload PDFs and Word documents to train your Helply agents.
Q&A Training
Create and test Q&A training material for accurate responses.
Playground
Interact with your AI agent and test responses effectively.
Integrations
Helply integrations let you host your AI widget, import and sync helpdesk tickets, and pull in knowledge base articles to train your agent automatically.
Available integrations include: Groove, InstantDocs, Zendesk, Freshdesk, Help Scout, Calendly, WhatsApp, Slack, Stripe, Notion, Front, and Crisp.
Configuring Your Helply AI Agent
The next step is configuring how your AI agent looks, behaves, and interacts with your customers.
In this section, you’ll learn how to:
Customize Appearance – Adjust your widget’s colors, theme, position, and avatar to match your brand.
Set Persona – Define your AI agent’s tone, behavior, emoji usage, and response style.
Use Guidance – Set general AI behavior, and leverage contact or API variables to influence how your agent handles queries.
Manage Escalations – Configure the escalation form for your AI agent.
Set Widget Callouts – Highlight specific messages, or notifications in your widget to guide customers.
Add Suggestions – Create quick-button topics in the widget to guide conversations and suggest relevant actions.
Appearance
Configure the appearance and messages of your Helply agent.
Persona
Set personality and features for your Helply agent.
Escalation
Customize your escalation form for ticket creation.
Callouts
Enable and customize callouts to greet users effectively.
Suggestions
Create suggestion topics for quick guidance in your Helply agent.
Guidance
Customize your AI agent's response and behavior.
Launching Your Helply AI Agent
Once your AI agent is trained and configured, it’s time to go live. Launch lets you install Helply on your website or app using JavaScript widget code.
Chats
Helply lets you view all chats your AI agent has handled. Chats are organized in three states:
Resolved – Chats the agent successfully answered without escalation.
Escalated – Chats the agent couldn’t resolve and were sent to your helpdesk or email.
Playground – Test chats created when using the Playground to simulate customer questions.
This makes it easy to track agent performance, review escalations, and monitor test interactions.
View Chats
Navigate and filter chats within your Helply agent.
Chat States
Identify and differentiate chat states in your system.
Next Steps
Congratulations! You have successfully deployed your Helply AI Agent. Here are suggested next steps to enhance your AI agent experience:
Utilize Gap Finder Tool
Identify and fill knowledge gaps in your AI agent.
Create Actions
Define and enable actions for your Helply agent.
Analytics
Monitor your Helply agent's analytics and performance metrics.
Manage Members
Update roles and manage team members in your workspace.
Quickstart: Contacts & User Attributes
Manage contact variables and sync data via API to control AI responses.