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Features

Notifications & Mentions

Stay on top of what needs your attention

Helm notifies you in-app and by email when something needs you. Mentions, assignments, comments, approvals, and workflow events all route through the same notification center.

What Triggers a Notification

  • Task assignments - You're added to a task
  • Mentions - Someone @mentions you in a comment or document
  • Comments - Replies on tasks you own or follow
  • Approvals - Agent proposals waiting on your decision
  • Invoice events - Paid, viewed, or overdue
  • Workflow events - Successes, failures, or manual steps

Mentions

Type @ in any comment or document to mention a teammate, an agent, or a contact. Mentioning an agent can trigger it to respond or take an action, depending on its autonomy setting.

Preferences

In Settings, choose which events notify you in-app, by email, or in Slack. You can mute an individual project, deal, or account at any time.