Safeguard your customer support data without compromising on providing a heroic customer support experience. Helpy Pro is the self-hosted customer support platform engineered for companies that are serious about security, privacy, and compliance. Designed for on-premise and private instance deployments, Helpy Pro lets you avoid vendor lock-in, own your data, and integrate with the tools you already use to keep your data safe.
About the Cluster
This DigitalOcean marketplace Kubernetes Cluster runs the latest release of Helpy Pro, and gives you instant access to the free tier. This includes the core open source ticketing features for 3 agents.
Core (Free) Features
Helpy Pro can be upgraded to a full version with the addition of a license code, which unlocks features designed for scaling businesses, including:
Security, Privacy and Compliance
Click the Deploy to DigitalOcean button to install a Kubernetes 1-Click Application. If you aren’t logged in, this link will prompt you to log in with your DigitalOcean account.
In addition to creating Helpy Pro K8s using the control panel, you can also use the DigitalOcean API. As an example, to create a 3 node DigitalOcean Kubernetes cluster made up of Basic Droplets in the SFO2 region, you can use the following
doctl command. You need to authenticate with
doctl with your API access token) and replace the
$CLUSTER_NAME variable with the chosen name for your cluster in the command below.
doctl kubernetes clusters create --size s-4vcpu-8gb $CLUSTER_NAME --1-clicks helpy
Congratulations on setting up a Kubernetes cluster running Helpy Pro. This cluster includes the free version of Helpy Pro that can be upgraded with a purchased license key.
Please be patient after launching the cluster, as it will take several minutes to come up. Once it does, you should be able to connect to it using
doctl or by editing your Kubernetes config.
By default, Helpy Pro will work “out of the box” by installing a Postgres database in your cluster. This is great for quick testing and allows the software to run without any additional configuration.
Once everything is up, you can grab the IP address from the DO Load Balancer page and login!
1. Connecting with Helm
There are a number of configurations you will need to complete to prepare for production use or just to customize your install. You will need Helm 3 installed to do this. To verify that you have helm installed and it can connect to your cluster, run
helm list -n helpy
and you will see something like
NAME NAMESPACE REVISION UPDATED STATUS CHART APP VERSION
helpy helpy 1 2021-10-28 20:23:26.27234099 +0000 UTC deployed helpy-1.2.2 3.2.7
2. Download the Helm values file
If you wish to make updates to the configuration of the Helpy cluster, by far the best way is to make a copy of the configuration file and add the changes to your cluster.
Get the file here:
and name it
values-override.yaml. The file is commented and pretty self-explanatory.
After you make your changes, you can push them to the live cluster with
helm upgrade helpy helpyio/helpy -n helpy -f /path/to/values-override.yaml
1. Increase the number of app servers
Increase or decrease the number of app servers to match your load.
2. Connect to a remote database
For production, you will want to connect to a remote database server such as a managed database by DigitalOcean.
See the following for more information: https://github.com/scott/helpy-helm/wiki/Set-up-a-Production-DB
3. Use a remote filestore like DO Spaces
Helpy on K8s requires you to configure an external filestore to capture customer attachments and store images. This means using an Amazon S3 compatible provider like DigitalOcean Spaces.
4. Configure the IMAP fetcher
Enable the IMAP email fetcher to periodically fetch email from your IMAP server and convert the messages to tickets.
The first time you log into the software, you will be prompted to create your master administrator user and provide a secure password for future access.
1. Set your initial/admin login
The first time you log in you will be prompted to enter the email and password you will use for accessing the system.
2. Configure SMTP email
After logging into Helpy, visit the settings section and email tab to add your SMTP server details. From here you can also choose an email service provider like Sendgrid for email delivery. Note- to use IMAP you will need to make a configuration change as described above.
**What is next? Visit us at https://support.helpy.io** for more details and instruction on everything Helpy Pro can do!