The Data Layer

Context is the
unfair advantage.

Connect your knowledge base, ticket history, Slack, Stripe, Gong, PostHog, HubSpot, Attio. Helply trains on the context that actually resolves tickets, so your AI agent answers like your best human would.

Context is the
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 the data layer works.

Connect every system that knows your customer screenshot
01.

Connect every system that knows your customer

Two-click OAuth to your CRM, billing, product analytics, call recordings, knowledge base, and team channels. Helply maps the schemas, dedupes the accounts, and builds one unified record per customer.

Helply trains on the context that closes tickets screenshot
02.

Helply trains on the context that closes tickets

Past resolutions, pricing rules, plan tiers, account ARR, renewal dates, product usage events, sales call transcripts. Every signal that matters becomes retrieval context for the AI. No prompt engineering required.

Account context loads inline on every ticket screenshot
03.

Account context loads inline on every ticket

When a ticket arrives, Helply pulls the full record (plan, ARR, renewal date, last 5 product events, open Stripe issues, last AE call) into the conversation panel. Your AI and your humans answer with the same context, no tab-switching.

The data layer compounds with every interaction screenshot
04.

The data layer compounds with every interaction

Every resolved ticket teaches the model. Every published KB article expands retrieval. Every Slack escalation gets indexed. The longer Helply runs, the more it knows, and the more it resolves without escalating.

The reason resolution rates compound.

Context is the moat. The data layer is how you build it.

See connectors

Why the data layer is the moat.

01
Connectors for the tools B2B teams actually run on.

Stripe, HubSpot, Salesforce, Attio, Gong, Chorus, PostHog, Mixpanel, Segment, Slack, Linear, Jira, GitHub, Notion. Two clicks to connect, no IT ticket, no middleware to babysit.

02
One unified customer record, not eight tabs.

Helply dedupes accounts across systems and stitches them into a single record. Ticket arrives, full picture loads. Plan tier, MRR, renewal, last call, last login, open invoices, all in one panel.

03
The AI uses everything you know, not just your KB.

Most AI agents read articles. Helply reads articles, plus past tickets, plus product events, plus billing state, plus call transcripts. That’s why the resolution rate is different.

04
You own your data and you can leave with it.

Every connected source stays at the source. Helply indexes, it doesn’t hostage. Export the full corpus any time. No lock-in disguised as integrations.

05
Privacy and access controls match your CRM.

Inherits your existing roles. PII redaction on by default. SOC 2 Type II, GDPR, full immutable audit log. Your security team signs off in days, not quarters.

06
It gets smarter without a services engagement.

No fine-tuning calls, no consultants, no annual model retraining project. Connect a source, it’s live in minutes. Disconnect it, it’s gone in seconds. The data layer is operated, not implemented.

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
Read story
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
Read story

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