Helpmate – Support Automation, AI Chatbot, Live Chat, Social Automation, Booking & CRM Solution

Description

Reduce up to 97% of repetitive support questions and 70% of multichannel workload using one powerful WordPress plugin that unifies AI Chatbot, Live Chat, CRM, Appointments, Booking, and automation for Facebook, Instagram, and WhatsApp, along with lead capture and sales automation.

Helpmate – Live, Social & AI Chat with Built-in CRM

Helpmate is a support automation plugin for WordPress that combines AI chatbot, live chat, CRM, appointments, booking, Facebook, Instagram, WhatsApp messaging, and automation tools in one system.

This AI chatbot for WordPress helps automate customer support, manage leads, handle live chat conversations, run booking and appointments, and centralize CRM data inside your WordPress dashboard.

If you need automation, AI chatbot, live chat, CRM, appointments and booking in one plugin, Helpmate replaces multiple tools.

Key Features

Free Features

• Helpmate AI
  –Knowledge Base(30 Data Sources)

• Automations
  –Test Chatbot
  –Customization(Partial)
  –Promo Bar(1 Template)
  –Sales Notifications(1 Template)

• Inbox
  –All Conversations(Partial)
  –Chatbot(200 Chat Credits)
  –Tickets

• CRM
  –Contacts(50)
  –Notes
  –Order Management
  –Leads (Chat Widget Leads)

• Admin Hub
  –Teams & Roles
  –Manage API Key
  –Analytics

Pro Features

All Free Features + Below

• Helpmate AI
  –Knowledge Base(1k to 30k)

• Automations
  –Auto DM & Comments
  –Order Status Tracking
  –Product Search by Image
  –Refund & Return in Chat Window
  –Email Campaigns
  –Lead Capture
  –Coupon Delivery
  –Proactive Sales
  –Email Sequences
  –Abandoned Cart Recovery

• Inbox
  –All Conversations
  –Chatbot, Unlimited Chat Credits With Own API Key
  –Live Chat
  –Social Messages
  –Comments on Social Media

• Channels
  –Facebook Messages
  –Facebook Comments
  –Instagram Messages
  –Instagram Comments
  –WhatsApp
  –Live Chat
  –Contacts(Unlimited)
  –Appointments & Bookings
  –Segments
  –Custom Fields
  –Tasks
  –Email Templates

Helpmate All Features

= Helpmate’s Features 👇=

Here’s a straightforward look at what Helpmate can do for your WordPress business.

⚙ Support Automation System

Helpmate is a support automation plugin for WordPress designed to automate repetitive customer support tasks and reduce manual workload. The support automation system helps businesses manage conversations, automate responses, and improve efficiency inside the WordPress dashboard.

Helpmate is built for automation:

• Support automation workflows
• Auto DM and auto comment replies
• Email campaigns
• Email sequences
• Lead capture automation
• Coupon delivery automation
• Proactive sales automation
• Abandoned cart recovery automation
• Sales notification popups
• Promo bar announcements

Automation helps increase engagement, leads and sales without manual effort.

🤖 AI Chatbot for WordPress

Helpmate includes an AI chatbot for WordPress that automatically responds to customer inquiries and support questions. This WordPress chatbot uses knowledge base training and customizable behavior settings to deliver accurate responses.

Helpmate AI chatbot helps automate customer support and engagement:

• AI chatbot trained with knowledge base
• Custom chatbot tone and language
• Test chatbot before going live
• Behavior and appearance controls
• Product search by image
• Order status tracking
• Refund and return in chat window

This AI chatbot reduces manual support work and improves response speed.

💬 Live Chat & Omnichannel Inbox

Helpmate provides a live chat plugin for WordPress with a centralized omnichannel inbox. The live chat system allows businesses to manage all conversations from one dashboard.

Helpmate includes a complete live chat and messaging system:

• Live chat for WordPress
• AI chatbot conversations
• Support tickets
• Social messages from Facebook, Instagram and WhatsApp
• Comments management
• Archived conversations
• All conversations in one inbox

This live chat plugin centralizes customer support and messaging.

📱 Channels Supported

Helpmate supports multiple communication channels to unify customer support automation.

Connect multiple channels:

• Facebook Messenger
• Facebook Comments
• Instagram DM
• Instagram Comments
• WhatsApp
• Live Chat widget

Manage all communication inside WordPress.

🧠 Built-in CRM for WordPress

Helpmate includes a built-in CRM for WordPress that helps manage contacts, leads, and customer data directly inside the WordPress admin panel.

Helpmate includes a full CRM system:

• Contacts management
• Notes and activity logs
• Order management
• Leads from social and chat widget
• Appointments and bookings
• Segments
• Custom fields
• Tasks
• Email templates

This CRM helps organize customers, leads, appointments and support data in one place.

📅 Appointments & Booking System

Helpmate includes an appointments and booking system for WordPress that integrates with live chat, CRM, and automation tools.

Helpmate supports appointments and booking management:

• Create appointments
• Manage bookings
• Automate reminders
• Sync with CRM contacts

The appointment booking system works alongside AI chatbot and support automation to streamline scheduling and customer communication.

🏢 Admin Hub & Team Management

Helpmate includes an admin hub for managing support automation, AI chatbot, live chat, CRM, and booking features from one dashboard.

Admin features:
* Teams and roles
* Analytics dashboard
* Manage modules

Control support automation, AI chatbot, CRM and live chat from one admin hub.

🚀 Why Choose Helpmate?

• Support automation for WordPress
• AI chatbot with knowledge base
• Live chat and Facebook, Instagram, WhatsApp messaging
• Built-in CRM
• Email campaigns
• Email sequences
• Appointments and booking system
• Lead capture and sales automation
• Abandoned cart recovery
• Omnichannel inbox

One plugin. Complete support automation system.

Check All Free and Pro Features

Installation Requirements

Minimum Requirements

• WordPress 5.8 or higher
• WooCommerce 6.0 or higher
• PHP 7.4 or higher
• MySQL 5.7+ or MariaDB equivalent

Recommended Requirements

• WordPress 6.2+
• PHP 8.0+
• WooCommerce 7.5+

Installation Process

1. Upload the plugin folder to the /wp-content/plugins/ directory, or install via WordPress admin.
2. Activate the plugin through the “Plugins” menu.
3. Go to “Helpmate” in the sidebar and configure your chatbot.
4. Add FAQs, link products, and customize chatbot responses.
5. Done! Your smart AI assistant is live.

Version Update Logs

2.0.2 – 2025-03-11

• Added: Top bar shows “Chat Credits: Unlimited” with infinity icon when own OpenAI API key is set.
• Added: Users can delete their own OpenAI API key from Manage API page.
• Added: Manage API page displays first/last 4 characters of saved API key with sk-proj hint for identification.
• Added: Clear guidance for own OpenAI key: where to get key (API keys link), add credit/balance (billing link), and clarification that it is not ChatGPT Plus subscription.
• Added: Sync Credits button now visible for all users on Manage API page (previously Pro only).
• Update: Improved readability of OpenAI key info box text on Setup Step 2.

2.0.1 – 2025-02-27

• Fixed: Auto focus on the chat input while chat widget is closed issue.
• Fixed: Sales notifications close icon not clickable on some devices.

2.0.0 – 2026-02-22

• Added: Completely redesigned admin sidebar with icon bar and submenu panel navigation.
• Added: Mobile-responsive sidebar with sheet-based navigation.
• Added: Notification bell in top bar with unread notification counts.
• Added: Browser tab title sync for unread notification count.
• Added: 3-step setup wizard (API Key, OpenAI (Pro), Data Training) for first-time users.
• Added: Getting started checklist on Dashboard with step-by-step onboarding.
• Added: Free vs Pro comparison table on Dashboard.
• Added: Contacts management page (50 contacts free, unlimited in Pro).
• Added: Contact details page with Overview, Emails, Tasks, Notes, Conversations, Orders, and Tickets tabs.
• Added: Contact details tabs for Abandoned Carts, and Schedules. (Pro)
• Added: Leads management page with notification badge for new leads.
• Added: Notes system on contacts.
• Added: WooCommerce order management linked to contacts.
• Added: WooCommerce order metabox showing CRM contact info.
• Added: Appointments and Bookings management. (Pro)
• Added: Segments with condition builder for contact filtering. (Pro)
• Added: Custom Fields for contacts and tasks. (Pro)
• Added: Tasks management with Kanban board and list view. (Pro)
• Added: Email Templates with template editor and library. (Pro)
• Added: Email Campaigns with bulk sending. (Pro)
• Added: Email Sequences for automated follow-up flows. (Pro)
• Added: Failed emails tracking sheet. (Pro)
• Added: Smart Scheduling module with schedules and settings. (Pro)
• Added: CRM Analytics with reports for Contacts, Leads, Emails, Tasks, Tickets, and Team Performance. (Pro)
• Added: Unified All Conversations inbox replacing the old Activity page.
• Added: Chatbot conversations tab (200 chat credits free, unlimited with own API key in Pro).
• Added: Tickets tab in inbox.
• Added: Archived conversations tab.
• Added: Live Chat inbox tab with real-time messaging. (Pro)
• Added: Social Messages inbox tab. (Pro)
• Added: Comments inbox tab for social media comments. (Pro)
• Added: Automations organized into Support, Sales, Marketing, and Conversion groups.
• Added: Lead Capture automation page.
• Added: Promo Bar moved under Conversion Automation (1 free template).
• Added: Sales Notifications moved under Conversion Automation (1 free template).
• Added: Chatbot sub-group under Support Automation with Test Chatbot, Customization, and module settings.
• Added: Auto DM and Comments automation for social platforms. (Pro)
• Added: Email Campaigns automation. (Pro)
• Added: Coupon Delivery automation. (Pro)
• Added: Proactive Sales automation. (Pro)
• Added: Email Sequences automation. (Pro)
• Added: Facebook Messages and Comments integration. (Pro)
• Added: Instagram Messages and Comments integration. (Pro)
• Added: WhatsApp integration. (Pro)
• Added: Live Chat channel settings. (Pro)
• Added: Social lead campaign components. (Pro)
• Added: Teams and Roles management with 5 predefined roles (Admin, Manager, Live Chat Agent, Salesperson, Marketer).
• Added: Role-based permission system across all pages.
• Added: Modules management page for toggling features on and off.
• Added: Analytics page moved under Admin Hub.
• Added: Chat review and feedback form in the public chat widget.
• Added: Business hours support for the chat widget.
• Added: Improved test chatbot with launcher preview mode.
• Added: Behavior settings for chatbot (tone, language).
• Added: Post and page meta box for training KB directly from the WordPress editor.
• Added: Appointment booking form in public widget. (Pro)
• Added: Public scheduling page with form template. (Pro)
• Added: Email unsubscribe page. (Pro)
• Added: In-app notifications system.
• Added: Notification badges on Inbox and CRM sidebar sections.
• Added: Per-type notification counts (leads, appointments, tasks etc).
• Added: Realtime updates system.
• Added: Permissions module with granular access control.
• Added: Social message processor for multi-platform handling. (Pro)
• Update: Improved AI reasoning capabilities.
• Update: Data source tabs (File, Post, Products, QnA, Text, URL) improved.
• Update: Chat response generator improved.
• Update: Improved chat message bubbles and formatting.
• Update: Updated product carousel component.
• Update: Rich text editor toolbar expanded (code view, image insertion).
• Update: Improved chat conversion system message.
• Removed: Old flat sidebar navigation (replaced by icon bar and submenu panel).
• Removed: Old Activity page (replaced by Inbox).
• Removed: Old ActivateApi page (replaced by Setup Wizard).
• Removed: Old Dashboard page (replaced by Control Center Dashboard).
• Removed: Old Analytics page (replaced by Control Center Analytics).
• Removed: Old Modules page (replaced by Automations structure).

1.1.6 – 2025-11-29

• Added: Test chatbot feature with instructions.
• Added: Instructions added for training chatbot.
• Update: Improved chat conversion system message.

1.1.5 – 2025-11-23

• Fixed: Bulk train datetime and progress issues fixed.
• Update: App center sidebar menu highlighted.

1.1.4 – 2025-11-05

• Fixed: Hotfix for react build issue.

1.1.3 – 2025-11-03

• Added: Feedback form on plugin deactivation.
• Fixed: Admin page loading issues on some pages.

1.1.2 – 2025-10-30

• Fixed: Content train for website without title issue fixed.
• Fixed: Sales notification, human handover and refund return css issues fixed.
• Update: Dashboard button alignment.

1.1.1 – 2025-10-26

• Update: Edit website information textarea is replace with a rich text editor.
• Fixed: Train data issue.

1.1.0 – 2025-10-16

• Added: Dashboard page
• Added: Simplified consent on api key creation page
• Added: PDF, excel and docs files support in data sources
• Added: Abandoned cart scheduling follow up emails
• Added: Display of credits usage in manage api key page
• Removed: Start here tab from data sources
• Fixed: Style conflicts from chatbot widget css with the website styles.

1.0.0 – 2025-10-05

• New: Initial release