Customer Support for B2B SaaS

Resolve more tickets, with the most accurate AI on the market.

Halo is built for B2B SaaS. The latest frontier models, a learning system that prioritizes the right answer, page-aware guidance in your product, and a single AI brain across chat and voice. Your customers get a better experience and your team scales without scaling headcount.

Halohalo support agent
Where do I generate an API key for the webhook integration?
Halo

You're on Settings → Integrations. I'll highlight the API key section now.

Highlighting “Generate API Key”

Now answering on

In-app chat
Voice
Phone
Email

Confidence

96

High

847 similar tickets, 100% match on policy.

80%

Tickets resolved autonomously

3x

Faster first response

24/7

Chat and voice coverage

∞

Smarter every interaction

Why customers love it

The most accurate AI your customers will ever talk to

Six things make Halo different from a chatbot bolted onto a helpdesk. Every one of them was designed for B2B SaaS from day one.

app.techflow.io/Settings
Integrations

Webhooks

2 endpoints · last delivery 4m ago

Active

API keys

No keys yet

Generate API key
Where do I generate an API key for the webhook integration?
You're already on Settings → Integrations. I've highlighted Generate API key. Copy it into the webhook's auth header.

Page-aware in your product

Halo sees what your users see. It can highlight the right button, walk through a multi-step flow, and resolve issues visually instead of pointing at a doc.

Learned from resolutions
This week

SSO login loops after Okta policy change

From #4821 · resolved by Maya Ross

Added

Annual plan refunds are prorated

From internal note · Finance

Added

CSV export times out over 50k rows

ENG-1192 · fixed in v4.12

Updated

Webhook retries use exponential backoff

From onboarding call · Northwind

In review

Learns from every resolution

Every human resolution, internal note, and call transcript trains the AI. Halo never re-learns the same problem twice. Day 1 is the worst it will ever be.

Reply
Confidence 96
Can I downgrade mid-cycle without losing seats?
Yes. The downgrade applies at renewal on Nov 3, so all 24 seats stay active until then.
Subscription#3912

Built on the latest frontier models

Halo runs on the newest, most accurate AI models in production, so your customers get answers that are right the first time. No stale models, no guesswork.

Conflict resolved
Just now

Guidance: no refunds after 30 days

Priority 1 · always applied

Applied

KB article (2023): 60-day refunds

Priority 4 · retrieved

Overridden

Knowledge that prioritizes correctly

Guidance, internal docs, and your knowledge base are layered so the AI follows the right rule on every reply. Policies always win, recent product changes never get overridden by stale docs.

TechFlow Support
Online
My import is stuck at 80%.
contacts_q3.csv · 62 MB
Files over 50 MB import in batches. Yours is still running and you'll get an email when it finishes, usually within 5 minutes.
Talk to a person

Chat that customers actually use

An embeddable chat experience your users love, with rich UI, file uploads, attachments, and seamless handoff to a human when it matters.

Calls
Today · +1 (415) 555-0100
CallerTopicTimeStatus
Dana WhitfieldBilling address2:14Resolved
Marcus LeeOkta SSO setup4:51Resolved
Ana CostaRenewal terms1:37Routed to AE
Sam OrtizPassword reset0:58Resolved

Voice support out of the box

Phone and voice calls answered by the same AI that knows your customer, your product, and every previous conversation. One brain across every channel.

Knowledge that prioritizes correctly

The right answer, every single reply

Most AI support tools dump every doc into a single bucket and hope retrieval finds the right one. Halo has a layered learning system, so policies and rules always win, recent product changes never get overridden by stale docs, and your team can course correct a live conversation in real time.

Which rule wins when a doc and a policy disagree?
Learning priority
Higher layers win
1

Guidance

Short rules the AI must always follow on every reply (policies, voice, hard constraints).

2

Internal Docs

Long-form playbooks injected into every reply (refund policy, troubleshooting steps).

3

Live Coaching

Real-time corrections during a chat that apply to the active conversation.

4

Knowledge Base

Files, URLs, integrations, and learned tickets, retrieved when relevant to the question.

Higher layers always win on conflicts. Your refund policy doesn't lose to an old article in the knowledge base.

One brain, every channel

Chat, voice, email, all answered by the same AI

Your customer's question doesn't care what channel it's on. Neither does Halo. The same context, the same policies, the same accuracy on every channel.

In-app chat
Drop the SDK in and your AI agent goes live with full product context.
Voice & phone
Halo answers calls with the same knowledge it has in chat.
Email & inbox
Inbound tickets are triaged, drafted, and often resolved before a human sees them.
Help center
A branded knowledge base that auto-fills gaps from real resolutions.
Answer on every channel with the same knowledge.
Channels
4 live

In-app chat

app.techflow.io · @haloai/sdk

Voice & phone

+1 (415) 555-0100

Email & inbox

support@techflow.io

Help center

help.techflow.io · 214 articles

What it unlocks

Lower volume, happier customers, better retention

Resolve more tickets without hiring

Up to 80% of tickets are answered correctly on the first reply. Your team focuses on the work that actually requires a human.

Better experience for your customers

Customers get accurate answers in seconds, not hours. Page-aware guidance means the AI shows them the fix instead of describing it.

Consistency at scale

Every reply follows your policies, your tone, and your product reality. Inconsistent answers from inconsistent reps stop being a churn driver.

Lower CAC payback through retention

When support feels fast and accurate, customers stay. Lower churn is the cleanest lever you have on payback period and net revenue retention.

How it works

Live in days, compounding from day one

Connect HubSpot, Linear, Stripe, and Slack.
Integrations
4 connected

HubSpot

Contacts, companies, deals

Connected

Linear

Bugs, releases

Connected

Stripe

Plans, invoices

Connected

Slack

Escalations, Slack Connect

Connected

Connect your stack Bring in Linear, Slack, Stripe, HubSpot, your help center, call transcripts, and more. Every connection makes Halo smarter.

Go live on chat, phone, and email.
Install
app.techflow.io
$ npm install @haloai/sdk

Chat widget

Detected on 38 pages

Live

Phone number

+1 (415) 555-0100

Live

Email forwarding

support@techflow.io

Live

Drop in chat and voice Embed the chat widget, point your phone numbers at Halo, and your AI agent goes live across every channel with full product context.

How is our resolution rate trending?
Resolution rate
Last 4 weeks

Week of Sep 15

1,912 conversations

61%

Week of Sep 22

2,047 conversations

68%

Week of Sep 29

2,130 conversations

74%

Week of Oct 6

2,284 conversations

80%

Watch resolution rate climb Halo learns from every interaction and every human resolution. Your resolution rate goes up week over week without lifting a finger.

Enterprise security

Encryption at rest and in transit, scoped OAuth, role-based access control.

Compounding accuracy

Resolution rate improves week over week as Halo learns from every interaction.

Built for SaaS speed

Most teams go live in a day. Page-aware widget, voice, and email working out of the box.

See it on your data

Start free, or request a demo and we'll show you Halo answering questions from your docs, your tickets, and your product, on your stack.