Swiftask connects your Helcim transactions to your communication tools. Send personalized, instant, and enriched receipts without manual effort.
Result:
Enhance customer satisfaction and free your team from repetitive administrative tasks.
Manual receipt management slows down your growth
Manually sending receipts after every Helcim sale is time-consuming and error-prone. Customers expect immediate, professional proof of payment, but manual data processing keeps your team from high-value work.
Main negative impacts:
Swiftask automates the entire Helcim receipt delivery process. As soon as a payment is confirmed, your AI agent generates and sends the personalized document, ensuring speed and accuracy.
BEFORE / AFTER
What changes with Swiftask
The manual process
A Helcim sale is confirmed. An employee logs into the dashboard, exports details, writes an email, attaches the receipt, and sends it. As transaction volume grows, this becomes a major bottleneck.
Automation with Swiftask
Upon a successful Helcim payment, Swiftask detects the event, extracts the data, generates a compliant receipt, and automatically sends it to the customer via email or SMS. Zero effort, 100% reliability.
Set up your smart receipts in 4 steps
STEP 1 : Initialize your agent in Swiftask
Create your no-code agent dedicated to Helcim transaction management in just a few clicks.
STEP 2 : Connect your Helcim account
Integrate Helcim via our secure connector to let Swiftask listen to your payment events in real-time.
STEP 3 : Define your delivery rules
Customize your receipt content and choose distribution channels (email, messaging) based on customer profiles.
STEP 4 : Launch the automation
Activate the workflow and monitor your deliveries in real-time from the Swiftask dashboard.
Advanced features for your receipts
The AI analyzes the amount, purchased items, and customer history to personalize receipt content (e.g., product recommendations, thank-you notes).
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-helcim@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Key operational benefits
1. Increased speed
Customers receive payment proof instantly, strengthening their trust.
2. Maximum productivity
Eliminate manual data entry and reallocate resources to strategic projects.
3. Smart personalization
Go beyond standard receipts: add a human touch thanks to AI.
4. Guaranteed compliance
Ensure perfect traceability of every transaction with a centralized history.
5. No-code flexibility
Adapt your receipt templates without any technical knowledge.
Security and data protection
Swiftask applies enterprise-grade security standards for your helcim automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Performance metrics
| Metric | Before | After |
|---|---|---|
| Delivery time | Several hours (manual) | Instant (automated) |
| Administrative cost | High (man-hours) | Negligible |
| Error rate | Variable | 0% |
| Customer satisfaction | Standard | Improved |
Take action with helcim
Enhance customer satisfaction and free your team from repetitive administrative tasks.