Account Intelligence

Account intelligence,
built into support.

Health scores from real signals, not surveys. Risk and expansion flags routed to the right person. Per-account ticket, CSAT, and usage timelines, inline on every conversation. Account intelligence built into the helpdesk, not bolted on top.

Account intelligence,
rumble
portrait
mybaggage
paytrap
zulu
todayapp
proposify
etf
covidence
tads
booking-koala
streetfoodfinder
kami
kickbase
wise-agent
kindwise
testbirds
zetpy
kapwing
fund-easy
inner-circle
vinosmith
customerhub
camcloud
median
lingq
cast
socialtalent
oplacrm
simplefocus
unsplash
plato
infrakit
kulturra
xeropan
mailbutler

How account intelligence works.

Health scores from signals, not surveys screenshot
01.

Health scores from signals, not surveys

Helply scores every account from the data already flowing through the helpdesk: ticket frequency, CSAT trend, frustration language, renewal proximity, plan changes, product usage events. No quarterly NPS guess. The score updates the moment a customer writes a frustrated reply.

Risk and expansion routed to the right person screenshot
02.

Risk and expansion routed to the right person

Churn signal in a ticket? Routed to the CSM with renewal date, ARR, and the verbatim quote. Plan-limit hit in product? Routed to the AE with the upgrade brief. Same data layer, same routing engine, two different briefs landing in two different inboxes.

Per-account timeline on every ticket screenshot
03.

Per-account timeline on every ticket

When a ticket opens, the side panel shows the full account: plan, ARR, renewal date, last 5 product events, open Stripe issues, last AE call summary, recent CSAT, all 12 months of ticket history at a glance. Your CSM, AE, and support team work from one record, not eight tabs.

No more renewal-call surprises.

Account intelligence, built into the helpdesk.

See revenue intelligence

Why this beats a separate CS tool.

01
The signals are already in your inbox.

Frustration language, repeated tickets, plan-limit hits, “looking at alternatives” mentions, the moments that predict churn and expansion happen in support conversations. Helply listens where they live, not in a quarterly QBR slide.

02
One record, not three SaaS subscriptions.

No “we use Gainsight for CS, ChurnZero for risk, Catalyst for QBRs.” The helpdesk is the source of truth. Account intelligence is built in, included, free.

03
Routes to the human who can act, in real time.

A churn signal in a ticket becomes a Slack DM to the CSM within minutes, with renewal date, ARR, and a recommended play. The save call gets booked the same day, not at the next QBR.

What our customers are saying.

See customer stories
Sender.net

"Support used to be a cost line. Helply turned it into our most reliable signal, every onboarding question routes back to product the same week."

Edgaras Vaitkevičius
CEO at Sender.net
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Covidence

"We support thousands of users a month and quality is everything. Helply now handles around 30% of our total volume automatically."

Razia Aliani
Senior Systematic Reviewer
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Proposify

"We’re a lean team, so doing more with less is non-negotiable for us. Helply consistently resolves 30–35% of conversations for us."

Jacqueline Antworth
Director of Customer Experience
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Kameleo

"Keeping our docs accurate used to be a constant struggle, with no way to measure impact. Helply changed all of that overnight."

Tamas Deak
Founder at Kameleo
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AirGigs

"Airgigs is a two-sided marketplace, so support has to be fast and accurate. Helply has taken a significant amount of repetitive questions off our team’s plate..."

David Blacker
Founder at AirGigs
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Gatekeeper Press

"Helply has fundamentally changed how we communicate with our authors. We’ve handled over 1,400 conversations with a 91%+ resolution rate, and the answers..."

Rob Price
CEO & Founder
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LingQ

"LingQ has a powerful product, but for new users it can be overwhelming. Helply has been a game changer for onboarding."

Zoran Simicic
Head of Customer Support
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MixWave

"We’d invested heavily in building a strong knowledge base, but we were still seeing a steady stream of repetitive questions coming through support."

Ernie Slenkovich
Vice President of Operations
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MyBaggage

"Getting started with Helply was effortless thanks to the hands-on, one-to-one onboarding. The setup helped us uncover knowledge gaps in our existing support content..."

Anthony Gallagher
Head of Customer Support
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StaffTraveler

"For us, Helply isn’t about replacing human support. It’s about being available when our team isn’t. We handle around a thousand tickets a month, and Helply gives our..."

Laurens Maarschalkerweerd
Founder at StaffTraveler
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Turn AI support into a
revenue engine.

Learn more