Infrastructure
The stack we own.
Most outsourced CX vendors resell someone else's tools and add seats. We built the operational layer ourselves. Here's what that means in practice.
One connected operation.
From the customer, through the platform we own, into the CRM you already run.
The Helpfully platform · owned end to end
Wired into your CRM
The eight layers
We don't rent tools. We own the operation.
Phone System
Owned, configured, CRM-integrated. Callers auto-match to their customer record before the agent picks up — shorter calls, lower average handle time. Every call recorded and transcribed. Custom IVR per offer.
Email AI
Our proprietary AI reads every inbound email, executes the action in your CRM under rules you approve — cancels, refunds within limits, subscription changes, order lookups — and replies in seconds. Sensitive cases escalate to a human automatically.
Ticketing
Our system or yours. If you run Gorgias, Zendesk, or Help Scout, we operate inside it. If you don't, we run on ours. Either way, you don't switch tools for us.
AI Assist Layer
On every agent screen, every interaction. Surfaces SOPs, drafts responses, flags compliance issues — the internal copilot behind our human channels.
Save Flows
Custom-built per offer. We map your cancel reasons to a documented offer ladder, then measure save rates by reason code.
Chargeback Response
Dispute packages templated by reason code, with tracked win rates. Processor coordination available for brands under monitoring programs.
Human QA
Every interaction scored against your SOPs — human and AI alike. Every email the Email AI sends and every action it takes is reviewed by our QA team.
Client Dashboard
Your logins, 24/7. Every call recorded and tagged by reason and outcome. Refund leakage by reason, save rate by offer, dispute pipeline, QA scores.
Owned end to end — so the numbers stay yours.
Wired into your CRM
Connected to the CRMs rebill brands actually run.
Our phone and email systems plug directly into your CRM, so customers auto-match the moment they call or write. Agents stop asking for order numbers. The Email AI acts on the real record, not a guess.
Revenue Protection Infrastructure
See the stack against your operation.
Still on the Helpfully platform — month-to-month, no contract. Find out in about 20 minutes where your operation is leaking.