⚙ HELPERFY PLATFORM
ONE PLATFORM TO
AUTOMATE EVERY
WORKFLOW YOUR TEAM DREADS
Helperfy is an AI workflow automation platform that combines visual workflow design, AI-powered execution, and enterprise-grade security. No code, no ML team, no six-month implementation.
What the Platform Does
Six core capabilities that work together — from workflow design to AI execution to enterprise security.
Visual Workflow Builder
Design automation workflows with a drag-and-drop interface. Set triggers, conditions, actions, and human review steps — no scripting required. When logic changes, update the workflow visually instead of debugging code.
AI Agent Engine
Helperfy’s agents train on your specific knowledge base, past interactions, and SOPs — not generic prompts. The engine handles intent recognition, context retrieval, response generation, and confidence scoring, then routes to humans when uncertain.
Omnichannel Deployment
Deploy AI agents across email, live chat, Slack, Teams, WhatsApp, and custom channels from a single configuration. Same knowledge, same quality — everywhere your customers and team interact.
Smart Routing & Escalation
AI triages incoming requests by urgency, category, and confidence. Low-confidence items route to the right human with full context. High-confidence items resolve instantly. Everything is logged with a full audit trail.
Analytics & Optimization
Track resolution rates, response times, AI confidence scores, and human override patterns. Helperfy surfaces the workflows that need attention — and suggests improvements based on real interaction data.
Enterprise Security
SOC 2 Type II. ISO 27001. GDPR compliant. Deploy in your own cloud (AWS, GCP, Azure) or on-premise. SSO/SAML, role-based access, full audit trails. Customer data never touches Helperfy’s servers.
Connects to the Tools You Already Use
100+ native integrations. No custom middleware, no brittle API scripts. Data flows between systems in real time.
CRM
Salesforce · HubSpot · Pipedrive
Support
Zendesk · Intercom · Freshdesk · Help Scout
Communication
Slack · Microsoft Teams · WhatsApp Business · Email
Project Management
Jira · Asana · Notion · Linear
Finance
Stripe · QuickBooks · Xero · NetSuite
Custom
REST API · GraphQL · Webhooks · Custom connectors
Don’t see your tool? We build custom connectors for enterprise clients. Contact us →
How Helperfy Compares to Zapier, Make, and UiPath
Most automation tools require you to define every step manually. Helperfy’s AI agents understand context and make decisions — they don’t just follow if-then rules.
| Feature | Helperfy | Zapier / Make | UiPath |
|---|---|---|---|
| AI-native agents | ✓ Learns from your data | ✗ Rule-based only | △ Limited ML |
| Deployment time | 2 weeks | Weeks to months (DIY) | 3–6 months |
| Requires developers | No | Minimal | Yes — RPA team |
| Handles unstructured data | ✓ NLP & context | ✗ Structured only | △ Limited |
| On-premise option | ✓ Yes | ✗ Cloud only | ✓ Yes |
| Pricing model | Usage-based | Per-task | Enterprise license |
Enterprise Security, Without Compromise
Your data stays in your environment. Always.
SOC 2 Type II
Independently audited security controls
GDPR & ISO 27001
Full compliance for EU and global enterprise
Your Cloud or On-Prem
AWS, GCP, Azure, or your own infrastructure
SSO / SAML
Okta, Azure AD, Google Workspace — plug in and go
Full Audit Trails
Every AI decision is logged and reviewable
Zero Data Sharing
Your data is never used to train other models
Need a security review or custom compliance documentation? Talk to our enterprise team →
See the Platform in Action
30-minute demo, tailored to your workflows. No slides, no sales pitch — we show Helperfy working on your actual use case.
Free pilot available · No credit card required · Live in 14 days