Support / native route

Helpnest
meets Relay.

Turn escalations and resolved conversations into visible cross-team follow-through.

Request connection
HelpnestSupport tag added
01WHEN
RRelaylogic + routing
02THEN
Action completeOpen assigned workflow
Connection overview

Keep work in motion.

Helpnest gives support escalations an accountable route beyond the inbox. Relay carries the customer context while assigning the next owner.

ROUTE SPEC / HELPNEST
Trigger
Support tag added
Action
Open assigned workflow
Connection
Native
Setup
~5 minutes
Field notes / common routes

Put it to work.

01

Escalate product-impacting reports with full context.

02

Start a retention review for at-risk customers.

03

Close follow-up tasks when a conversation resolves.

Connection protocol

Three stops to live.

  1. 1

    Connect the Helpnest inbox used by your support team.

  2. 2

    Choose a tag event and map conversation context.

  3. 3

    Tag a test conversation and verify the assignee.

Signal notes / FAQ

Helpnest questions

Can private notes be included?

Only fields allowed by the connected Helpnest account should be mapped into Relay.

Can Relay update the conversation?

A completion route can add a note or tag so support sees the workflow outcome.