A copilot for every CSM, in every conversation.
HaloPilot briefs you on every customer, suggests replies in your tone grounded in how the team has handled similar issues, and stays aware of new messages in real time. The shortcut to feeling like the CSM who has been here forever, on day one.
HaloPilot briefLive awareness onCustomer
Jane Doe
Acme Corp, Growth plan, $2.4k MRR
Suggested reply
Looks like Jane is hitting the same webhook setup that tripped up two other customers last month. Suggest the fix from ticket LIN-2812 and link the doc.
Similar resolutions
- LIN-2812 · resolved with API key regeneration
- LIN-2755 · same pattern, doc updated
Use cases
What CSMs
use Halo for
Customer brief on every conversation
When a ticket lands in your inbox, HaloPilot already knows the customer. Plan, MRR, last login, recent tickets, and tone preferences, all surfaced before you reply.
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How did this customer rate their last interaction?
Resolution suggestions from past tickets
HaloPilot pulls how your team resolved similar issues for other customers and suggests the closest match. Your CSMs benefit from the team's collective experience, not just their own.
Show me how we've resolved this for other customers.
Which of our docs answers this question?
What's the official line on refunds for this scenario?
Drafts in your team's voice
Replies are drafted with your tone, your policies, and your product reality baked in. Edit and send, or let Halo send autonomously when confidence is high.
Draft a response that fits our tone and policy.
Make this reply more empathetic without losing the answer.
Suggest a follow-up that pushes for the renewal conversation.
Live awareness of new messages
When a customer sends a follow-up mid-thread, HaloPilot updates the brief and the suggested reply in real time. No stale context, no surprises.
What changed in this thread since I last looked?
Did this customer's sentiment shift?
Are there any related tickets across the team I should know about?
Why CSMs love Halo
The team's collective
experience, in your inbox
- Pre-call briefs in seconds, not hours
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- Onboarding measured in days
Connected data
Built into the inbox
HaloPilot lives where you already work. No new tab, no copy-paste. Just better answers, faster.
How it works
Live in days,
helpful in hours
Halo connects your tools
Intercom, HubSpot, Stripe, product usage, and call transcripts all flow into one place.
HaloPilot lives in the inbox
When a ticket arrives, the brief, the resolution suggestions, and the draft reply are already there.
Resolve faster, with more context
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