AI Agents for better customer experiences.Designed for B2B SaaS.
Halo deploys AI customer support agents and sales agents that resolve tickets, guide users in your product, and book qualified meetings.
Tickets resolved autonomously
Faster first response
Always-on AI coverage
Gets smarter every day
How Halo runs support
Most tickets never reach your team.
The ones that do get fixed in minutes.
The widget lives on your site and inside your app, and the agent resolves around 80% of conversations on its own. The rest it escalates with the session attached, filing the bug in Linear on the way. Then your team opens Claude Code with the Halo MCP next to Linear, your database, your logs, and your codebase, and the AI works the queue: it finds the root cause, ships the fix, and replies to the customer through Halo. It's how we run support at Halo, and tickets that used to take days now close in minutes.
Escalation queue
On your site and in your app
One snippet and the agent is live on your marketing site and inside your product. It sees the page the user is on and resolves most conversations without anyone on your team.
The support agentEscalations arrive with everything attached
When the agent can't fix something, it files the bug in Linear and escalates a ticket with the session, the page, the account, and what it already tried. No back-and-forth to reproduce the problem.
The inboxYour AI fixes it and replies over MCP
Open Claude Code with the Halo MCP next to Linear, your database, your logs, and your codebase. It reads the escalated tickets, finds the root cause, ships the fix, closes the bug, and replies to the customer through Halo. Days become minutes.
How Halo speaks MCPHow it works
Up and running in days, not quarters.
HubSpot
CRM · deals, contacts, companies
Stripe
Billing · plans, invoices, MRR
Linear
Engineering · issues, releases
Internal billing
MCP connector · 7 tools
Connect your stack Link your CRM, billing, and engineering tools, or any MCP server you already run. Halo reads live data from each one, so it knows every customer before the first conversation.
Help center
342 articles
Resolved tickets
12,847 conversations
Call recordings
1,203 calls · Fathom, Zoom
Internal notes & CRM
5,621 notes
Train the agent Halo ingests your docs, past tickets, calls, and internal notes, then keeps syncing. Nothing to maintain by hand.
Website chat
acme.com · widget
support@acme.com
In-app guidance
app.acme.com
Slack Connect
Shared customer channels
Go live Turn on the channels you want. The agent resolves what it can, routes the rest to your team, and gets sharper with every interaction.
Customer Support AI Agent
A chat widget that sees
what your users see
More than a chatbot. Halo's widget understands your product's UI, navigates users to the right page, highlights the exact button to click, and creates bug tickets - all in real time.
Page-Aware Context
Knows exactly which page and UI state your user is viewing in real time.
Smart Navigation
Navigates users directly to the right page or setting - no searching required.
Visual UI Guidance
Highlights buttons, toggles, and elements so users see exactly where to click.
Auto Bug Tickets
Detects issues and files detailed tickets in Linear with full session context.
Live Agent Handoff
Seamless transition to human support with full conversation history.
The platform
Agents for your customers.
Tools for your team.
The support and sales agents handle the front door. The inbox and Ask AI keep your team on the same live customer data, in the dashboard or from any MCP client.
Support Agent
Resolves tickets across chat, email, and voice with page-aware guidance inside your product. Hands off to a human with full context when it should.
How the support agent worksMarcus Lee
Northwind · Head of CS
Priya Raman
Brightline · VP Ops
Daniel Okafor
Acme Robotics · COO
Sales Agent
Qualifies inbound leads, answers product questions, and books meetings on your reps' calendars.
How the sales agent worksAPI timeout on webhook endpoint
Emma Rodriguez · TechFlow · 3m
How to set up SSO for my team
Jason Park · Northwind · 15m
Invoice 0142 shows the wrong tax
Sarah Chen · Datawise · 28m
Inbox
One queue for every channel, with HaloPilot briefing your team on each customer before they reply.
How the inbox worksBased on 47 closed accounts this month:
- 1.Webhook reliability · 18 accounts cited integration failures
- 2.Onboarding friction · time-to-value up 40% vs Q3
- 3.Missing CRM sync · 9 enterprise accounts needed Salesforce
Ask AI
The same brain your agents run on, open to your team. Ask about any customer, deal, or churn signal in plain English, from the dashboard or from Claude and Cursor over MCP.
How Ask AI worksSolutions by use case
Autonomous customer support
and lead qualification
Halo's agents resolve most support conversations on their own, escalate the rest with full context, and qualify and route every inbound lead to the right rep. Pick the outcome you want, or browse by team below.
Resolve more tickets
Hyper-accurate AI across chat and voice.
Predict deal closes
Score prospects and see pipeline truth.
AI call reviews
Coach reps from real call data.
Prevent churn early
Health scores and at-risk alerts.
Inbox AI copilot
Real-time briefs for every CSM.
Ramp new hires fast
Onboard sales and CS reps in days.
Prioritize what to build
Roadmap ranked by real signal.
Fix UX issues
Find drop-offs from your editor.
Keep docs honest
Auto-detect drift, update from real chats.
Marketing from call data
Rewrite pages with real customer voice.
AI email at scale
Dozens of email agents in parallel.
Voice-of-customer research
What customers love, hate, ask for.
Solutions by team
Built for every team
in B2B SaaS
Customer Support
Resolve more tickets with hyper-accurate AI across chat and voice, with page-aware in-product guidance.
ExploreSales
Predict closes, run AI call reviews, and ramp new reps in days using every transcript and CRM record.
ExploreCustomer Success
Account health, churn prediction, and HaloPilot for every CSM, grounded in your real customer data.
ExploreProduct & Engineering
Halo MCP in Cursor and Claude Code so you fix UX, prioritize features, and update docs from real signal.
ExploreMarketing
Rewrite copy from real customer language and run dozens of AI email agents in parallel.
ExploreIntegrations
Connects to everything.
Learns from everything.
The more systems you connect, the smarter Halo gets. Every integration feeds the AI with real operational data - not just static docs.
Compounding Intelligence
Every system you connect
makes Halo smarter
Traditional tools train on static documentation. Halo ingests live data from your entire stack and continuously learns from real interactions.
Ingest
Halo learns from your documentation, every conversation, and every platform in your tech stack - Slack, Stripe, Linear, CRM, and more.
Learn
Unlike tools that only train on static docs, Halo synthesizes live context across your entire stack. Every interaction makes it sharper.
Improve
Compounding intelligence. The more systems you connect, the smarter it gets. Day 1 is the worst it will ever be.
How Halo compares
Built for the whole loop,
not just the chat.
Most tools stop at answering. Halo's agents see your product, file the bug, learn from how your team resolves it, and let your own AI work the queue over MCP. Here's how that stacks up, from each vendor's own docs.
Answers on your channels
Chat, email, and wherever customers reach you.
Chat, email, voice, Slack, and social.
Chat widget, email, and Slack, plus voice and Live Help video inside the widget.
Guides users inside your product
Sees the page they're on, takes them to the right screen, and highlights the button.
Not in its Fin docs.
The agent sees the page the user is on, navigates them to the right screen, and highlights the exact element.
Files the bug for your engineers
A real issue in Linear with the session, the error, and steps to reproduce.
Possible if you build a Procedure around the Linear MCP connector (US workspaces only).
Files bugs and feature requests in Linear with the error, steps to reproduce, browser info, and user context. Its Linear Agent answers engineers' follow-up questions from the original conversation.
Learns from your team's resolutions
Human fixes become knowledge without anyone writing an article.
You can add past agent conversations as a knowledge source.
Resolved tickets are distilled into knowledge automatically, and corrections your team makes in the inbox become training for every agent.
Learns from calls, CRM, and contracts
Knowledge beyond docs: meeting transcripts, deals, Slack, and proposals.
Help Center, snippets, PDFs, websites, and internal docs from Confluence, Guru, and Notion.
Syncs HubSpot, Intercom, Fathom, Zoom, Slack, and PandaDoc alongside crawled sites and files, with learning rules for what to keep and what to skip.
Your AI works the queue over MCP
Claude, Cursor, or any MCP client reads tickets and replies to customers.
Its MCP server reads conversations, contacts, and articles and can add internal notes. It cannot send customer-visible replies.
A full MCP server with OAuth scopes: read tickets and transcripts, reply over chat and email, set status, create tickets, and message customers, under a named alias if you want.
Your agent calls your own MCP servers
Internal APIs and vendor tools become actions the agent can take.
MCP connectors with templates for Stripe, Linear, Shopify, and Zapier, or any custom URL (US-hosted workspaces only).
Connectors: add any MCP server and its tools show up as actions you toggle per agent, with destructive tools flagged.
Qualifies leads and books meetings
A sales agent for your marketing site, not only support.
Fin for Sales qualifies leads and books meetings through Calendly, Chili Piper, or HubSpot Meetings. Qualifications are billed at $9.99 each.
A dedicated sales agent captures leads, qualifies them against criteria you write in plain English, books with an inline Calendly calendar, and alerts your reps in Slack.
Based on each vendor's public documentation and pricing pages, checked October 2026. “Not documented” means we couldn't find it in their public docs. If we got something wrong, tell us and we'll fix it.