Helpy Pro

Deploy in 60 seconds

Safeguard your customer support data without compromising on providing a heroic customer support experience. Helpy Pro is the self-hosted customer support platform engineered for companies that are serious about security, privacy, and compliance. Designed for on-premise and private instance deployments, Helpy Pro lets you avoid vendor lock-in, own your data, and integrate with the tools you already use to keep your data safe.

About the Helpy Pro Image

This Vultr marketplace image gives you instant access to the free tier of Helpy Pro. This includes the core open source ticketing features for 3 agents.

Core Features

  • Convert incoming emails to support tickets which appear in your agent inbox
  • Provide a customized help center where customers can submit or track previous requests
  • Organize tickets with tagging and team groups. Assign tickets to agents and teams.
  • Quickly locate tickets using the integrated ticket search
  • Manage and organize customer tickets with Merge and Split
  • Manage your customer contacts with the integrated customer CRM
  • Support for 20+ languages

Helpy Pro can be upgraded to a full version with the addition of a license code, which unlocks features designed for scaling businesses, including:

  • Empower your customers to solve their own problems with a searchable knowledgebase
  • Stay organized with ticketing that includes custom views, queues, and SLAs
  • Gain operational efficiencies with auto-assignment, real-time notifications, and automation
  • Create and customize ticket creation forms for different reasons and teams
  • Advanced reporting to help you optimize your content and operations
  • Live chat and Knowledgebase widget to bring help directly to your customers in product
  • A full API for building deep integrations into your existing application stack

Security, Privacy and Compliance

  • Compliance features to manage customer right to deletion requests for GDPR, CCPA, WPA, etc.
  • An open-source codebase that you can review and contribute to
  • Host on any public or private cloud, even on-premise in your own datacenter
  • Keep control of and maintain ownership of your data at all times
  • Avoid compliance chain hell with no third party dependencies
  • Rest assured no one is looking over your shoulder”
  • Set and follow internal data retention policies, including backups
  • Define team-based permissions and roles

Congratulations on setting up your own private instance of Helpy Pro. This instance includes the free version of Helpy Pro that can be upgraded with a purchased license key.

IMPORTANT: When you create the server, it can take up to 5 minutes to come up the first time as the latest and greatest version is downloaded and automatically installed for you.

Logging in to Helpy the first time:

After the server becomes ready, you will immediately be able to access it through the browser:

http://use.your.ip

The first time you log into the software, you will be prompted to create your master administrator user and provide a secure password for future access. If for some reason this does not work, you can log in with the following initial credentials:

email: 'admin@test.com' password: 'Initial Administrator Password'

The Helpy image also includes PostgreSQL. To access or maintain the database you will need the password:

DB Password

Logging into the image and using the CLI:

On Vultr, initial access is by SSH using the root user. To login, use

ssh root@use.your.ip

If you have not supplied your SSH key when creating the instance, you can also use the web terminal and root password supplied by Vultr.

You can interact with Helpy by using the 'helpy' CLI (command line interface). Here are a couple useful commands to help you get going:

sudo helpy config #shows the current configuration
sudo helpy scale web=1 worker=1 #daemonize the helpy process
sudo helpy restart #restarts the helpy service

Performance tuning:

You may need to adjust the following variables to fit your instance size:

Set the amount of ram allocated for the Helpy Service:

sudo helpy config:set PWK_RAM=RAM_IN_MEGABYTES

Set the number of workers:

sudo helpy config:set PUMA_CONCURRENCY=n

Set the number of threads per worker:

sudo helpy config:set PUMA_THREADS=n

Upgrading

Helpy runs as a apt package under the helpy user account. Upgrading is super easy! To update to the latest version, all you need to do is:

sudo apt-get update && sudo apt-get upgrade && sudo helpy run rake db:migrate

Support Information

Support Contact

Website
https://helpy.io
Email
hello@helpy.io
Support URL
https://support.helpy.io
Twitter
helpyapp

Maintainer Contact

Website
https://helpy.io
Twitter
helpyapp

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