Discovery-call booking
Qualified prospects book a call, or get your booking link, without an email back-and-forth.
Professional services
Helm answers questions about your services and process, asks your qualifying questions, and books a discovery call or hands the enquiry to the right person with everything written up.
Answers about services, process, fees and fit from your own pages.
Asks your qualifying questions, such as scope, budget and timeline, before the call.
Hands each enquiry to a named owner, with a reply time you set.
How it works
Half of a first call often goes on questions a web page could answer: what you do, who you work with, how you charge, how long it takes. Helm handles those from your approved information, so the call starts where it should.
Write the questions you need answered for each service. Helm asks them in the course of the conversation, accepts plain answers, and will not file an enquiry until the required ones are in. You see scope, timing and fit before you reply.
With a connected Cal.com calendar Helm books the discovery call once the prospect confirms; with a booking link it sends the right page. Without either it takes a request, and your rules say which enquiries need a person straight away.
Helm answers from what you have written down, including your prices. Add plain rules for what needs professional judgement, such as legal, tax or investment questions, and those become a request for a person with the conversation attached.
Common workflows
Qualified prospects book a call, or get your booking link, without an email back-and-forth.
Rules in your own words decide what needs a person now. Everything else goes to your fallback owner with a promised reply time.
Enquiries that arrive at the weekend are answered, written up and waiting in the inbox on Monday.
Related pages
Clinics and practices
Helm answers questions about treatments, prices, hours and insurance from your approved information, takes appointment requests with the details your team needs, and passes the questions you choose, such as clinical ones, to your staff.
Salons, spas and studios
Helm answers questions about treatments, prices and policies while you are with a client, books into your scheduler or sends your booking link, and keeps patch tests and deposits in front of the customer.
Website chat
Launch a website chat agent that answers from your knowledge, captures unresolved requests, and hands work to your team with context.
Website voice
Add website voice that uses the same knowledge, guardrails, and inbox handoff as Helm's chat receptionist.
FAQ
It is not meant to. Helm answers from the information you approve about your services and process. Add rules for what must go to a person, test them before launch, and never present its answers as professional advice.
Only prices you have written into your information, such as a fixed fee or a starting rate. Custom quotes become an enquiry for a person, with the scope already captured.
You write plain rules for when a person must take over and name a fallback owner for everything else. Every enquiry lands in one shared inbox for your team.
Not yet as a self-serve channel. A phone line is in early access as part of the Voice: website + phone add-on, set up with you. Spoken conversations on your website are part of the same add-on.
Building and testing chat is free. Going live on Core is $500 a month for one receptionist, and Scale is $700 a month for up to 5 brands or locations.
Start with your information, the questions you always ask, and the channel that matters most.