Roadmap

Connect your Helpwise shared inbox. Conversations from known clients automatically become Tickets with full message history. Phase 2 adds two-way reply sync so replies sent from the dashboard post back to Helpwise.

Sign up directly from the marketing site without an invite. Currently invite-only via waitlist; this opens public registration with rate limiting and onboarding flow once self-serve billing is live.

Enterprise-tier login via your IdP (Okta, Google Workspace, Microsoft Entra, OneLogin). Domain ownership verification, per-team configuration, session lifecycle tied to your IdP. Available on higher plan tiers.

Send messages to other agencies on the platform that share clients with you. Useful for handoffs (incoming or outgoing), second opinions on technical issues, and referral collaboration. Per-thread permissions so client data does not leak.

Subscribe, upgrade, downgrade, and cancel your plan from the dashboard. Stripe-backed with trial periods, plan tier switching (Entry / Mid / Agency), monthly or yearly billing, SCA-compliant card handling, and a customer billing portal for invoices.

Step-by-step guided manual flow for requesting Shopify collaborator access (no Shopify API exists for native admin grant). Includes screenshots, reminder cadence, webhook-based acceptance detection, and fallback to manual confirmation.

Pick your agency type at signup. We pre-populate the Vendor Partnerships list with relevant partners (CRM, email, hosting, ads, payments) so you never forget to grow those relationships. Default tasks and reminders included so partnerships stay warm.

Send clients a single link to grant integration access (Klaviyo, TikTok Ads, Shopify, Meta, Google) without manual back-and-forth or asking them to dig up credentials. Per-provider flows with automated reminders, completion tracking, and last-touch nudges.

Transactional email (renewal reminders, magic links, ticket replies, onboarding) sent from your agency's own custom domain instead of the generic platform sender. Domain verification and DKIM plus DMARC alignment handled by the underlying email provider. Held queue safeguards unverified mail until your domain checks pass.

Reporting page covering time logged, tickets resolved, plan hours utilization, renewal pipeline (upcoming and at-risk), and revenue trends. Schedule weekly digest emails to owners. CSV export.

Send in-app banners and emails to subsets of clients (by plan tier, geographic region, custom tag, or all). Schedule send time, set expiry, track read receipts, and capture dismissal state. Markdown content support.

Equivalent of the WordPress client-view plugin, for clients running Drupal sites. Lets Drupal-hosted clients receive your announcements, submit tickets from their dashboard, and stay in sync with their record.

Serve the client onboarding portal and Get Access magic-link emails from your own subdomain instead of the platform URL. CNAME points at our origin; TLS is handled automatically. One verified subdomain per agency in Phase 1.

Track every human at a client account — owner, marketing lead, dev contact, accounting — instead of one email per client. Route renewals, ticket attribution, security alerts, and incident notifications to the right person by role and email domain. Auto-discovery from same-domain logins.