AI for HelpSpot that knows the rest of your business
HelpSpot holds your customer conversations. Liaison connects to it with access you grant and reads tickets, chats and the customer history behind them, drafts the answers, and brings you only the conversations that need a person.
Because it reads HelpSpot together with your CRM, your inbox and your store, an answer about your customer conversations comes with the rest of the picture. You keep HelpSpot; nothing is replaced or re-entered.
What Liaison does with HelpSpot
- Drafts replies from your own answers and the customer’s history, in your voice.
- Answers the repeat questions and routes the rest to the right person.
- Connects a complaint to the order, the invoice and the account, so nobody asks twice.
- Writes a weekly summary of what customers are saying and what to fix.
Questions it answers across HelpSpot and your other tools
- “Which tickets are waiting on us longest, and why?”
- “Which customers wrote in more than twice this month?”
- “What are customers asking about most this week?”
- “Which unhappy conversations come from customers with large open invoices?”
What it reads in HelpSpot
4 kinds of HelpSpot data Liaison can read on its own, every time it answers a question or does a job.
- Get Request
- Get Requests
- List Active StaffRetrieves a list of all active staff members
- Search RequestsSearches for support requests using one or more filter criteria
What it can do in HelpSpot
2 actions Liaison can take in HelpSpot. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create RequestCreates a new user request
- Update RequestUpdates an existing user request
Works alongside HelpSpot
The tools Liaison most often reads together with HelpSpot.
Liaison in HelpSpot, set up with you, for $629 a month.
- Connects to HelpSpot with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about HelpSpot with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace HelpSpot?
No. You keep HelpSpot exactly as it is. Liaison connects to it, reads it together with your CRM, your inbox and your store, and does the work in it the way a person on your team would.
How does Liaison connect to HelpSpot?
With access you grant from your own HelpSpot account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in HelpSpot without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.