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What Halo is

Halo is a customer support platform built around AI agents that actually understand your business. Instead of a generic chatbot bolted onto a knowledge base, Halo connects three things:
  • Your knowledge — your docs, help articles, internal SOPs, and synced data from HubSpot, Zoom, Fathom, PandaDoc, Slack, and more.
  • Your customers — every contact, company, plan, integration status, usage metric, and custom trait you push into Halo.
  • Your operations — an inbox for human agents, automation for outreach, a help center for self-service, and integrations that let agents create deals, file bug tickets, and request billing changes on their own.
When a user asks a question, the AI sees who they are, what they’ve configured, what’s broken right now, and what’s documented. That’s why answers come back specific instead of generic.

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What you’ll set up

A typical Halo workspace has five things working together:

AI Agents

Configurable personas that handle chat, email, Slack, and Live Help. Each agent has its own instructions, skills, channels, and escalation rules.

Channels

Where your customers reach you: the embedded web widget, your support email address, Slack workspaces, and your help center.

Knowledge

What the agent knows: crawled docs, uploaded files, internal articles, and distilled insights from connected tools.

Inbox

The shared inbox where your team handles tickets, jumps into live conversations, and replies via chat or email.
The fifth thing is context — the structured data your app pushes via the SDK and REST API so the AI knows things like “this user’s HubSpot sync is broken” or “this company is on the Pro plan with 3 seats remaining.” Context is what turns a good support tool into one that resolves issues instead of asking clarifying questions.

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How a question flows through Halo

When a user types a message into the widget (or sends an email, or pings your support channel in Slack):
1

The agent loads context

Halo loads the user’s traits, company, and any context entries you’ve sent — plus any data synced from connected integrations like Stripe and HubSpot.
2

The agent searches knowledge

The agent searches your knowledge base (docs, files, help center articles, distilled meeting transcripts) for relevant content using semantic search.
3

The agent reasons and acts

The agent uses its instructions, skills, and connected tools — it can highlight UI elements, create tickets, file Linear bugs, request a refund, log an activity in HubSpot, or just answer.
4

Escalation if needed

If confidence is low or the user explicitly asks for a human, the agent escalates by creating a ticket in your inbox (with priority, segment-based routing, and the full conversation attached).

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Where to start

If this is your first time in Halo, follow the in-app Setup wizard — it walks you through company info, knowledge sources, your first agent, widget install, and team invites. Then come back here for deeper guides.

Quickstart

Install the widget and get your first AI conversation in under 5 minutes.

How Halo Works

The full architecture — agents, channels, knowledge, context, escalation, and how they fit together.

Setup Checklist

The full setup journey: knowledge, agents, channels, integrations, team, and going live.

API Reference

The REST API for chat, tickets, identifying users, sending events, and managing series enrollment.