Helpline Manager

Streamline Call Routing for Efficient Support

Included in Operational Hosting
Starting at $299.00 /month

Year-round operations and support

Westlinks Helpline Manager

Overview

Westlinks Helpline Manager offers a robust 24/7 scheduling solution, utilizing Twilio technology to facilitate seamless digital voice connections. Originally designed to cater to 12-step recovery help lines, this versatile tool is equally adaptable for any situation where automated call routing is essential.

Key Features

Availability Management: Agents can easily specify their availability.
Advanced Scheduling: Create schedules weeks or months in advance.
Voicemail Transcription: Unanswered calls are transcribed and emailed to stakeholders.
Custom Greetings: Personalize greetings for a professional touch.
Simple IVR: Route calls efficiently, including specialized routing for specific scenarios.

Specifications

This product is a distributed application built and maintained by Westlinks Online to manage inbound helpline call routing for organizations that rely on scheduled staff coverage. The platform is designed to ensure inbound calls are answered promptly by on-duty agents, reduce missed calls, and provide managers with clear operational visibility into helpline activity. We stand behind our products and provide ongoing maintenance, support, and iterative improvements based on real-world usage.

  • Receive inbound helpline calls and route them to on-duty agents
  • Inbound-only call handling focused on call routing and coverage
  • Route calls directly to agents’ phone numbers
  • Define agent shifts with start and end times
  • Support multiple agents on duty simultaneously (stacked coverage)
  • Intelligent call distribution when multiple agents are available
  • Automatically route calls to the next available agent when one is already on a call
  • Simultaneous ringing of all on-duty agents when no agent is immediately available
  • First agent to answer receives the call
  • Manager-configurable schedules created weeks or months in advance
  • Pre-confirm shifts for trusted agents
  • Automated shift confirmation requests sent starting 24 hours prior to a scheduled shift
  • Hourly confirmation reminders until the agent confirms
  • Agent ability to cancel a previously confirmed shift
  • Automatic manager notifications when a shift is cancelled
  • Missed calls routed to voicemail
  • Voicemail transcription
  • Email delivery of transcribed voicemail messages to on-duty agents and managers
  • Email delivery includes a link to the call recording
  • Detailed daily phone logs for inbound calls
  • Agent-level call history and conversation reporting
  • Reporting suitable for reviewing agent activity and paid work performed
  • Designed for reliable operation during peak call volumes

How It Works

What is it?
The core function of Helpline Manager is to route incoming calls to scheduled agents. The platform uses digital voice technology

What does it do?
The core function of the application is to route incoming phone calls to your staff.

  • Each of your staff members has a user account with the "agent" role

  • Staff profile includes availability settings by day and hours per day

  • A set of shifts is configured. A shift is a span of time on one or more days of the week (e.g. M-F 8:00 AM to Noon)

  • Agents can request shifts which are subsequently approved or declined by managers

  • Managers can also assign agents to shifts

  • While the agent is on call, all inbound phone calls are routed to the phone number in the agent profile.

  • If multiple staff is on the schedule at the same time, multiple calls role from one agent to the next based on priorities.

  • If an inbound call is not picked up, it routes to voicemail where the caller can leave a 30 second recording. The recording is transcribed into text and emailed to managers and to staff on duty at the time

  • Starting 24 hours prior to a shift, the system sends a confirmation request to the agent notifying them of their upcoming shift. If they miss the call, it will keep calling every hour until acknowledged.

  • Phone calls are logged and posted to the system for analysis by managers. The logs are viewable for an entire day, by shift or by agent.

Who is it for?
The Westlinks Helpline Manager Application can be used by any organization who receives inbound phone calls. Some obvious uses are:

  • Nonprofit Helplines (Suicide, depression, sobriety, etc)

  • Virtual companies with no physical office

  • Online sales companies

  • Online support departments

  • Property management companies

  • And many more

Onboarding Process

We handle the technical complexity so you can focus on your event. Here's how we get you up and running:

1

Intro Call & Requirements Intake

We discuss your event needs, timeline, and specific requirements to ensure the platform is configured correctly.

2

Instance Provisioning & Configuration

We set up your dedicated infrastructure, configure all integrations, and prepare the platform for your specific use case.

3

Domain/SSL Alignment

If applicable, we configure your custom domain, SSL certificates, and ensure secure connectivity.

4

Data Import & Setup

If applicable, we import your existing data, configure custom design elements, and prepare your content.

5

Staff Training & Go-Live Checklist

We train your team on platform operations and work through a comprehensive go-live checklist.

6

Post-Launch Support

Dedicated support during your initial live period to ensure smooth operations and address any questions.

What We Need From You

  • Organization name and primary contact information
  • Domain/DNS access credentials (if using custom domain)
  • Payment processor account credentials (if using registration/payments)
  • Staff roster and team member information
  • Event dates and timeline (for seasonal products)

Standard Setup Included: Standard onboarding covers the steps outlined above. If your onboarding requires unusual data cleanup, extensive migration work, or custom configuration beyond standard setup, we'll provide a detailed quote in advance.

Pricing Components

Our pricing reflects the complete operational support package, not just software licensing. Here's what's included:

Setup & Onboarding

Complete infrastructure provisioning, integration configuration, training, and go-live support.

Monthly Operations

Dedicated VPS infrastructure, automated backups, monitoring, SSL management, and standard operational support.

Peak-Season Coverage

Enhanced monitoring, increased support availability, and operational readiness during your critical event periods (when applicable).

Registration Processing

Processing fees will apply when handling registrations and payments. Covers payment gateway integration and compliance requirements.

Equipment Rental (Optional)

POS equipment including card readers and scanners available for qualifying events, with logistics support included.

Infrastructure & Integrations Included

All pricing includes comprehensive operational infrastructure:

  • Dedicated VPS (Ubuntu, Apache, PHP, MariaDB, Laravel)
  • Twilio integration (SMS/voice)
  • SendGrid SMTP email delivery
  • SSL certificates & domain management
  • Google Workspace integration
  • Zendesk API integration
  • AWS S3 storage & automated backups
  • Client-specific design customization

Ready to Get Started?

Join companies already using Helpline Manager to transform their operations.

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