The operating system for agencies · AI-native
Helm replaces chat coordination with well-formed tasks, a real-time portfolio pulse, and AI agents that do the follow-up for you — built for agencies and service teams.
An executive read on how every client is doing —health, momentum and risk— computed live from the real work, without asking anyone for a report.
AI watchers catch stalls, overload and at-risk accounts, and propose the concrete action. All their reasoning stays audited and visible.
Ask how the portfolio is doing, who's overloaded or what's due today. It acts for you inside your space, with actions suggested by where you are.
Owner, due date, definition of done and category are required. No ambiguous tasks: work enters ready to execute and to measure.
The daily digest and risk alerts arrive on the channel where your team actually lives. The pulse of the business, without opening another app.
Each brand or unit in its own space, with roles and permissions. The client portfolio is the core primitive, not just another generic board.
Helm figures it out on its own, and warns you before anything slips.
Create your space