product areas
Product transparency
Availability, dependencies and rollout evidence.
Review what is available in the product, which capabilities require provider or operator configuration, and the tests that should be completed before production use.
product areas
documented integration paths
one managed operating model
How to read this page
A status label is not production approval.
A capability can be available in code and still require safe configuration, external-provider eligibility, content ownership, security review and operating evidence.
Core workflow is present
The product area is included in supported HelpoSoft deployments, but limits and responsibilities still depend on the installed version and commercial entitlement.
External or operator setup is required
The workflow depends on approved providers, credentials, knowledge, channels, budgets, policy or other deployment-specific configuration.
Do not sell as shipped
Planned integrations or product areas remain visible for roadmap transparency but should not be represented as currently available.
Product pillar
Customer conversations
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
AvailableUpdated 2026-07-31
Unified Inbox
The unified inbox is available for supported channels and identities configured in the workspace.
Review Unified InboxAvailableUpdated 2026-07-31
Live Chat
Included in supported deployments. Domain verification, widget configuration and realtime transport must be tested before launch.
Review Live ChatAvailableUpdated 2026-07-31
Ticketing
Core ticket workflows are available. Email delivery, mailbox access, SLA policy and portal behavior depend on configuration.
Review TicketingConfiguration requiredUpdated 2026-07-31
Omnichannel Messaging
Channel availability depends on provider eligibility, approved credentials, messaging windows, templates and webhook configuration.
Review Omnichannel MessagingProduct pillar
AI and automation
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
Configuration requiredUpdated 2026-07-31
AI Support Agent
Available when a supported AI provider, approved knowledge, budget and handoff policy are configured.
Review AI Support AgentConfiguration requiredUpdated 2026-07-31
Agent Copilot
Available when a supported AI provider and approved knowledge are configured. Suggestions remain agent-reviewed.
Review Agent CopilotAvailableUpdated 2026-07-31
Automation
Rule actions are available subject to enabled triggers, permissions, queue workers and configured external endpoints.
Review AutomationProduct pillar
Knowledge and self-service
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
AvailableUpdated 2026-07-31
Knowledge Base
Knowledge workflows are available. Public indexing, AI use and access control depend on article status, visibility and deployment configuration.
Review Knowledge BaseProduct pillar
Support operations
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
AvailableUpdated 2026-07-31
Analytics & Quality
Reporting is available for data collected by the installed deployment. Definitions and demo data must be distinguished from production results.
Review Analytics & QualityAvailableUpdated 2026-07-31
Workforce Management
Availability, capacity and routing controls are available when teams, calendars and workload policy are configured.
Review Workforce ManagementAvailableUpdated 2026-07-31
SLA Management
Advanced targets depend on correctly ordered policies, calendars, pending states and escalation actions.
Review SLA ManagementProduct pillar
Customer success
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
AvailableUpdated 2026-07-31
Customer Success
Account health and success workflows are available when contacts, renewal context, playbooks and ownership are maintained.
Review Customer SuccessProduct pillar
Platform
Open each product page for use cases, prerequisites, rollout evidence, metrics, limitations and deployment responsibilities.
AvailableUpdated 2026-07-31
Multi-Site Command Center
Multi-site scope is available for related websites. Stronger client or tenant isolation should use separate workspaces where required.
Review Multi-Site Command CenterRelease governance
Verify the installed build, not only the marketing page.
Before procurement or production rollout, compare the feature page with the installed version, changelog, configured plan, provider status and test evidence.
Confirm the installed HelpoSoft version
Review active commercial entitlements
Check provider and integration status
Test permissions and data boundaries
Test failure and rollback behavior
Record production approval owner