# Halo AI

> Halo AI is an AI-first customer support platform that deploys intelligent agents to resolve support tickets, guide users through your product, and create bug reports — all while learning from every interaction and getting smarter over time. It connects to your entire tech stack and builds compounding intelligence.

## Product Overview
- Halo AI helps teams scale customer support without scaling headcount using AI agents that learn from every interaction.
- Customer Support AI Agent: Resolves tickets autonomously across chat, email, and in-app messaging with page-aware UI guidance.
- Sales AI Agent: Qualifies leads, answers product questions, captures contacts, routes prospects, and books meetings — 24/7.
- AI Inbox: Unified ticket management with AI Draft, HaloPilot copilot, auto bug tickets, smart escalation, and custom inboxes.
- Ask AI: Conversational business intelligence — ask anything about your business in plain English and get instant, data-backed answers.
- Automation: AI-powered email series and broadcasts. AI plans sequences, writes copy, and handles delivery.
- Help Center: Branded knowledge base with full styling/SEO controls, AI migration, and self-improving documentation.
- Compounding Intelligence: Every conversation, ticket, and connected system makes the AI smarter. Day 1 is the worst it will ever be.

## Customer Support AI Agent
The core of Halo AI. Deploys an AI agent that resolves support tickets autonomously and learns from every interaction.

### Key Capabilities
- **Omnichannel Support**: Unified AI agent across live chat, email, and in-app messaging. Full context preserved across channels.
- **Page-Aware UI Guidance**: The AI sees what users see — highlights buttons, walks through multi-step flows, and resolves issues visually.
- **Auto Bug Tickets**: Detects bugs during conversations and creates detailed Linear tickets with reproduction steps, screenshots, and user context.
- **Smart Escalation**: Hands off to humans with full context — conversation history, sentiment, account health, and suggested resolution.
- **Self-Learning Knowledge Base**: Every resolved ticket feeds back into the knowledge base. Human resolutions teach the AI automatically.
- **Proactive Engagement**: Detects rage clicking, repeated page visits, and abandoned workflows — reaches out before users open a ticket.
- **Multi-Language Support**: 50+ languages with native-quality AI responses and auto-detection.
- **Conversation Summaries**: Auto-generated summaries with key points, action items, and sentiment analysis.
- **Custom AI Persona**: Brand voice, tone, personality traits, response style, and guardrails.
- **Sentiment Analysis**: Real-time sentiment detection across every conversation.
- **Workflow Automation**: Trigger actions from conversations — refunds, password resets, subscription updates, or any API call.
- **Analytics Dashboard**: Resolution rates, CSAT scores, response times, and agent performance in real time.

## Sales AI Agent
Converts inbound website traffic into qualified pipeline with 24/7 AI-powered sales coverage.

### Key Capabilities
- **Instant Answers**: Resolves product and pricing questions immediately so prospects stay engaged.
- **Lead Capture**: Collects contact details at the right moment when engagement is highest.
- **Smart Routing**: Sends prospects to the right team based on use case, company size, and urgency.
- **Intelligent Qualification**: Surfaces intent with questions about use case, timeline, budget, and requirements.
- **Meeting Booking**: Guides qualified leads to book demos or start trials without friction.
- **CRM Integration**: Contacts and conversations sync to HubSpot with full context.

## AI Inbox
Unified ticket management interface built around AI from day one.

### Key Features
- **AI Draft**: One-click AI-generated reply suggestions based on conversation, knowledge base, and customer context.
- **HaloPilot Copilot**: AI copilot alongside every ticket — briefings, draft replies, KB search, customer intel, and risk checks.
- **Auto Bug Tickets**: AI detects bugs and creates Linear tickets with reproduction steps and context.
- **Smart Escalation**: Auto-routes to the right human with full context, sentiment, and suggested resolution.
- **Conversation Summaries**: Auto-generated summaries with key points and action items.
- **Custom Inboxes**: Segment-based views with custom filters by plan, company size, issue type, or any attribute.

## Ask AI
Conversational business intelligence for every team. Query all connected systems in plain English.

### Designed For
- **Founders & CEOs**: Churn analysis, at-risk accounts, revenue impact, operational health.
- **Executives & VPs**: Customer health summaries, segment analysis, NPS trends, cross-functional insights.
- **Sales Teams**: Trial conversion scores, lead prioritization, AI-drafted follow-ups, competitive intel.
- **Support Teams**: Common issues, affected users, resolution times, issue tracking.

### Capabilities
- Natural language queries across every connected system
- Customer health signals and churn prediction
- Ticket and trend analysis
- Product adoption insights
- Revenue intelligence
- Anomaly detection

## Automation
AI-powered email series and broadcast campaigns.

### Email Series
- Visual flow builder with triggers, emails, wait steps, conditions, and branching logic
- Entry triggers: user signup, custom events, segment matches, manual enrollment
- Flexible scheduling with timezone-aware delivery
- Smart segmentation with any user or company attribute

### Broadcasts
- One-time sends to targeted segments
- Feature announcements, product updates, feedback requests
- AI-drafted copy based on product context and brand voice
- Full audience targeting and delivery analytics

### AI Series Builder
- Describe your goal and AI designs the optimal sequence
- AI plans timing, steps, subject lines, and email copy
- Review, adjust, and launch

## Help Center
Branded knowledge base with AI-powered self-improvement.

### Builder
- Full brand customization: colors, fonts, logos, layouts, custom CSS
- Custom domain support with SSL
- Categories and collections for organization
- Rich block-based content editor
- Article analytics

### SEO Controls
- Meta titles and descriptions
- Custom canonical URLs
- Open Graph and Twitter cards
- JSON-LD structured data
- XML sitemap generation
- Clean, crawlable URLs

### AI Migration
- Migrate from Zendesk, Intercom, Notion, Confluence, or any public URL
- AI crawls, restructures, fixes formatting, and imports automatically

### Self-Improving Documentation
- Gap detection after every resolved conversation
- Auto-draft new articles from resolution context
- Update outdated content when products change
- Confidence scoring based on ticket resolution success
- Resolution-to-doc pipeline for recurring solutions
- Human review workflow before publishing

## Integrations
Every integration feeds the AI with real operational data — not just static documentation.

- **Linear** (Project Management): Auto-create bug tickets with reproduction steps and context.
- **Slack** (Communication): Route escalations, notify teams, sync conversations in real time.
- **HubSpot** (CRM): Pull customer data, deal context, and lifecycle stage into conversations.
- **Intercom** (Customer Messaging): Import conversations and sync customer data for AI handoff.
- **Stripe** (Billing): Access billing context, subscription status, and payment history.
- **Zoom** (Video): Record, transcribe, and analyze customer calls for AI learning.
- **PandaDoc** (Documents): Track document status and automate follow-ups.
- **Fathom** (Meeting Notes): Bring meeting notes and call summaries into AI context.

## Ideal For
- SaaS companies scaling support without scaling headcount
- Startups wanting AI-first support from day one
- Customer success teams needing real-time health signals and churn prediction
- Support leaders reducing ticket volume while improving CSAT
- Product teams wanting automatic bug detection from support conversations
- Founders and executives needing instant business intelligence
- Sales teams converting more leads with 24/7 AI qualification

## Platform
- Web-based SaaS application — no installation required
- SDK integration with one line of code
- Currently in Beta — available by demo request
- Dashboard at app.haloagents.ai
- Documentation at docs.haloagents.ai
- Contact: support@haloagents.ai

## Customer Resources
- Marketing Site: https://haloagents.ai
- Customer Support Agent: https://haloagents.ai/features/customer-support-agent
- Sales Agent: https://haloagents.ai/features/sales-agent
- Inbox: https://haloagents.ai/features/inbox
- Ask AI: https://haloagents.ai/features/ask-ai
- Automation: https://haloagents.ai/features/automation
- Help Center: https://haloagents.ai/features/help-center
- Integrations: https://haloagents.ai/integrations
- Blog: https://haloagents.ai/blog
- AI Info: https://haloagents.ai/ai-info
- Documentation: https://docs.haloagents.ai