AI for Customer Success
Retain and expand, with the full picture of every account.
Halo connects product usage, billing, tickets, and call transcripts so your B2B SaaS knows exactly where every account stands. Predict churn before it happens, brief CSMs in the inbox with HaloPilot, and ramp new hires in days instead of weeks.
Health score
Down from 81 in the last 30 days.
Last login
Champion has logged in once this month.
Churn probability
Renewal in 47 days. CSM intervention suggested.
Halo's read
Acme's primary champion has logged in once in 30 days, and a power user filed two tickets about an unresolved bug. The QBR call transcript flagged budget pressure. Recommend a renewal conversation this week.
Use cases
The CS team's
operating system
Health score 62
Down from 81 in 30 days
Champion last login
12 days ago · Dana Whitfield
2 open tickets
CSV export bug, SSO question
Renewal Dec 1
$48k ARR · Growth plan
Account health on demand
Founders, executives, and CS leaders can ask Halo for a full breakdown of any account. Health score, last login, recent tickets, expansion signals, and risk factors, all in one answer.
Try asking
- Give me a full health breakdown for Acme Corp.
- Which of our top 50 accounts are showing churn signals?
- How is product usage trending across our enterprise tier?
| Account | ARR | Top signal | Risk |
|---|---|---|---|
| Brightline | $42k | Logins down 48% | High |
| Acme Robotics | $96k | Champion left | High |
| Datawise | $31k | 3 negative tickets | Medium |
| Orbit Labs | $18k | 12 seats unused | Medium |
Predict churn before it happens
Halo watches login patterns, ticket sentiment, NPS responses, and product usage. When an account starts trending the wrong way, you find out before the renewal call, not after.
Try asking
- Which accounts are most likely to churn in the next 60 days?
- What signals are most predictive of churn in our customer base?
- Show me accounts that haven't logged in for 14 days.
HaloPilot draft
Hi Priya, rotated keys need to be re-saved on the webhook itself. Settings → Webhooks → Edit, paste the new key, and hit Test.
ENG-2812InsertHaloPilot in every inbox
HaloPilot sits next to every CSM in the inbox. It briefs them on the customer, drafts replies, suggests resolutions from similar past tickets, and stays aware of new messages in real time.
Try asking
- Brief me on this customer before I reply.
- Draft a response that fits our tone and policy.
- Show me how we resolved this exact issue for other customers.
Ask AI10 ticketsPlan changes
QBR · BrightlineRamp new CSMs in days
New customer success hires used to spend weeks shadowing reps. With Halo, they ask questions and get answers grounded in your real customers, your real product, and your real resolutions.
Try asking
- How do we usually handle a request to downgrade?
- What are the most common onboarding blockers and how do we fix them?
- Walk me through how to run a quarterly business review.
HaloPilot
A copilot for every
CSM, in every conversation
HaloPilot lives in the inbox alongside your CSMs. It briefs them on the customer the moment a ticket lands, suggests replies grounded in how your team has resolved similar issues, and stays aware of new messages in real time.
Customer brief on every conversation
When a ticket lands in your inbox, HaloPilot already knows the customer. Plan, MRR, last login, recent tickets, expansion history, and tone preferences, all surfaced before you reply.
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 collective experience, not just their own.
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.
Drafts in your voice
Replies are drafted in your team's tone, with your policies baked in. Edit and send, or let Halo send autonomously when confidence is high.
HaloPilotPriya Shah
Datawise · Growth plan · $2.4k MRR
Last login
Today
Tickets MTD
3
Renewal
Mar 14
Suggested reply
Priya is hitting the same webhook setup issue two other customers had last month. Suggest the fix from ENG-2812 and link the setup doc.
ENG-2812 · API key regeneration
Resolved for Brightline, Sep 18
ENG-2755 · same pattern
Doc updated, Sep 2
Context before the first word. Plan, usage, renewal, and how your team solved this last time, on every thread.
Built for the whole team
Founders, leaders,
and CSMs
For VPs of Customer Success
Stop guessing about retention. Get a real-time view of account health across the whole portfolio, predict churn weeks ahead of time, and route the right intervention to the right CSM.
- Portfolio health score in plain English
- Churn prediction grounded in real signal
- Expansion opportunities surfaced automatically
98
31
13
Acme Robotics · $96k
Champion left · assigned to Maya Ross
TechFlow · $72k
Seats at 96% · expansion conversation
QBR · Brightline
Brief ready · 11:30
4 replies drafted
Datawise, Orbit Labs, +2
For Customer Success Managers
Walk into every call with the full picture. HaloPilot briefs you on the account in seconds, drafts replies in your tone, and recalls how the team has handled similar issues before.
- Pre-call briefs in seconds, not hours
- Suggested resolutions from similar tickets
- Real-time inbox copilot on every reply
For Founders and Execs
Walk into board meetings with answers, not spreadsheets. Ask Halo for a customer health summary, the top expansion opportunities, or the biggest churn risks. Get a number you can defend.
- Real-time portfolio pulse without dashboards
- Defensible answers backed by source data
- Spot trends weeks before quarterly reports
Connected data
Every signal that
matters for retention
Halo blends product usage, billing, tickets, and call transcripts into a single picture of every customer. The more you connect, the sharper the prediction.
Stripe
Subscriptions, MRR, plan changes
HubSpot
Contacts, accounts, lifecycle data
Slack
Internal account discussions
Zoom
QBR transcripts, success calls
Fathom
Meeting notes and action items
Linear
Feature requests and bugs by customer
Product usage
Last login, feature adoption, activity
How it works
Live in days,
impact in weeks
Stripe
Subscriptions, MRR
HubSpot
Accounts, lifecycle
Linear
Bugs, feature requests
Product usage
Events via @haloai/sdk
Connect product, billing, and CRM Bring in Stripe, HubSpot, Linear, your product usage data, and call transcripts. Halo builds a unified picture of every account.
TechFlow
$72k ARR
Datawise
$31k ARR
Northwind
$48k ARR
Acme Robotics
$96k ARR
Halo scores every account Health scores, churn probability, and expansion signals appear automatically. Risk gets surfaced. Wins get celebrated.
Ask AI for leaders
Portfolio and account questions
HaloPilot in the inbox
Briefs and drafts on every thread
Churn alerts
Slack #cs-risk, weekly digest
New-hire onboarding
Answers from past resolutions
Your team works smarter Leaders ask Ask AI. CSMs work alongside HaloPilot in the inbox. New hires ramp faster than ever. Retention and expansion compound.
Make retention a tailwind, not a panic
Start free, or request a demo and we'll show Halo's churn predictions and HaloPilot working on your real customer data.