Roadmap

Option to have reports send by email

Once can set up a schedule to get email daily, weekly, etc. on the reports selected.

Labels for companies

It would be great to have labels applied at the Company level, with the option to apply the label to users as well.

Undo Send

Option to reply on a message in the thread

Out of office feature

Add out-of-office option that would influence assignee and workflow option

Helpmonks OpenAI plugin

Title says it all

Integration with Mailtwine: Automated email triage app

This provides a native integration with our new email triage software at https://mailtwine.com

Variables in email marketing editor

- Email marketing editor missed the new variable dropdown - Including custom fields

EML preview

- EML preview without download - Show EML in modal window

Private word, grammar, and style checker

- Completely private checker - No data will leave our server nor are an third part providers involved

Jira extension

- Helpmonks to Jira integration - Jira marketplace app - allows to continously sync a conversation with Jira - sync emails, notes, company, etc. - Helpmonks has a direct link to Jira - Can also be used within a workflow

New workflow: Attachment size

- You can now create a workflow based on attachment sizes. - Sizes can be defined by "less", "greater", or "between"

Fix folder filter saving, indicator, and reset

Fix per-folder filter persistence, incorrect active-filter dot, and Reset. Confirmed: false socket payload becomes a truthy object; Reset does not persist and selects nonexistent date sort; save errors return success. Acceptance: filters/sorts survive reopening and navigation; independent folders and overlapping saves; first save without user state; empty/sort-only filters hide dot; Reset persists once with newest-first sorting; failures retain inputs and show an error; incremental row updates preserve surrounding UI without reloads. Verify, commit, push, then move to Ready.

Helpmonks CLI

Use the CLI to run on your machine or on your server. Complements the MCP integration or if you just don't want to use MCP

Safer draft saving, email sync, and MCP connections

Protect draft edits during failed or conflicting saves, and wait for the latest successful save before sending or requesting approval. Pause sent-mail sync when a mailbox account is missing, then resume eligible messages after a verified reconnect. Limit repeated MCP requests with invalid credentials and distinguish authentication errors from temporary service failures.

Helpmonks TUI

For all those who love the terminal!

cant add attachments to notes

when attaching files to notes they dissapear once assisgned and saved

Mobile apps: Download of attachments not working

We are looking into a reported issue where users are not able to open or download attachments

Desktop app

Title says it all: a Helpmonks desktop app to manage your emails with desktop integration for Windows, macOS, and Linux

All notification emails are now aligned to send over the system SMTP

All notification emails are now aligned to send over the system SMTP

New Search: Faster search, semantic driven

MCP: Save draft issue

API save_draft stores body unchanged; draft reopening loads that body unchanged. API reply_to_conversation only sends a signature already embedded/wrapped in the submitted body. It does not resolve one for ordinary API replies.

MCP: Return signature of user

the REST user endpoint already selects signature and per-mailbox signature_mb; the MCP get_user formatter explicitly drops both.

MCP: No signature of user for multiple mailboxes would not fall back to mailbox

No signature of user for multiple mailboxes would not fall back to mailbox

New chat tool with AI driven workflow and chatbot

Canonical Helpmonks attachment URLs

- Normalize every attachment returned by the conversation API. - Historical inbound and outbound files require no migration. - Verified supplied PDF and reconstructed CSV URLs return 200 and exact expected byte counts.

ToDo's show ToDoIst only

The optional new ToDoIst integration took over and defaulted to all Tasks.

Align mailbox sending with Microsoft oAuth

This will align sending with an OAuth Microsoft account for mailboxes, as we have done for email marketing.

Mobile app (currently beta testing)

Todoist integration

We made the action bar more prominent

We moved the mail split button above the mail list instead of the top navigation

Stacked windows (last opened shows next)

Open windows now behave like a stack: when you close the top window, the previously opened one appears next (and so on)

Login with passkey

New API documentation

New API methods: save draft and reply to email

New API: delete notes, delete drafts

New API: add, update, and delete a label

Helpmonks MCP server

Use Helpmonks with your favorite AI tool to read and answer emails. Works with Raycast, OpenAI ChatGPT desktop, and Claude desktop (or any app that can use MCP).

API: Option for White-Label customers to access data with host specific API keys

API: Custom fields

Fixed an issue that would cause the label sidebar to show multiple times

Dark theme updates

The dark theme has seen some major changes recently. We also adopted all colors and made it easier on the eyes.

New live-chat and knowledge-base

We are about to release a new live-chat and knowledge-base. This will include chat bots and AI options.