Order and booking questions
Collect the request details and route them to the right teammate without claiming a system change happened.
WhatsApp Business · Early access
WhatsApp Business is in early access: Helm helps teams answer from approved knowledge, capture requests, and hand off unresolved cases, with setup and testing guided by our team.
WhatsApp is in early access, set up and tested with you before launch.
One inbox for customer conversations, handoffs, and team replies.
Human-owned approvals for refunds, account changes, and policy exceptions.
How it works
Customers can use the channel they already trust while your team keeps transcripts, requests, and next steps in Helm.
Import pages, documents, and FAQs so the agent can answer common questions without turning into a general chatbot.
When a customer needs a person, Helm packages the conversation, contact details, and recommended next step for your team.
Common workflows
Collect the request details and route them to the right teammate without claiming a system change happened.
Qualify inbound WhatsApp conversations and save a reachable contact for follow-up.
Use approved policy content for fast answers and escalate exceptions cleanly.
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.
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.
Website chat
Launch a website chat agent that answers from your knowledge, captures unresolved requests, and hands work to your team with context.
FAQ
No. Helm supports the conversation workflow around your business account and keeps the same support rules, knowledge, and handoff path.
Not by default. Helm captures the request and routes judgement calls to your team unless you later configure a tested workflow.
Start with your information, the questions you always ask, and the channel that matters most.