Getting started
How long does setup take?
How long does setup take?
Most teams get the widget live in under 10 minutes by following the Quickstart. A full rollout (knowledge sources, agent configuration, channels, integrations, and team) typically takes a few hours spread across a couple of days. The in-app Setup wizard at
/dashboard/setup walks through the same steps.Do I need to write code to use HaloAgents?
Do I need to write code to use HaloAgents?
No. The dashboard handles agent configuration, knowledge, channels, and integrations without any code. You only touch code if you want to embed the web widget on your site (one script tag), send custom user context, or call our REST API. See Web Widget Installation.
Is there a free trial?
Is there a free trial?
Yes. Sign up at haloagents.ai and you can configure a workspace, install the widget, and run real conversations during the trial. For pricing or to extend the trial, book a demo or email [email protected].
Can I migrate from Intercom or Zendesk?
Can I migrate from Intercom or Zendesk?
Yes. The Help Center supports importing from URL crawl or the Intercom API, and the Intercom integration imports your existing contacts, companies, conversations, and tickets. See Migrating and Intercom integration.
AI and knowledge
What does the AI use to answer questions?
What does the AI use to answer questions?
The AI grounds answers in three things: your knowledge (crawled docs, uploaded files, help center articles, distilled meeting transcripts), the context about the current user (traits, company, integrations status, custom context entries), and the agent’s instructions and skills. See How Halo Works.
How does the AI know who the user is?
How does the AI know who the user is?
Your app calls
identify() from the widget after login, or you push users via the REST API. Identifying a user attaches their traits and company to every conversation, so the AI can personalize answers and your team sees who they’re talking to. For production, sign a JWT with the Identity Secret so users can’t impersonate each other. See Identity Verification.How do I stop the AI from answering questions outside my product?
How do I stop the AI from answering questions outside my product?
Each agent has its own instructions that bound what it should and shouldn’t answer. You can also turn off skills like web search, scope knowledge to specific sources, and configure escalation so off-topic or low-confidence questions go to a human. See AI Agents Overview.
What happens if the AI doesn't know the answer?
What happens if the AI doesn't know the answer?
By default the agent escalates: it creates a ticket in your inbox with the conversation attached, routed to a teammate by your escalation rules. You can also configure the agent to ask a clarifying question first, or to fall back to a generic “I’ll connect you with a teammate” message. See Escalation.
Which models do you use?
Which models do you use?
HaloAgents uses a mix of frontier models from major providers, chosen per-task (chat, embeddings, classification, summarization). We don’t expose model selection to most customers because we route to whatever is best and cheapest for the task. Enterprise customers can request specific providers or self-hosted models, contact us for details.
Channels
Where can my customers reach the AI?
Where can my customers reach the AI?
The web widget on your site, email (forward your existing support address), Slack channels (with the Halo Slack app installed), and the embedded chat on your hosted help center. See Channels Overview and Agents Channels.
Can replies come from my own domain?
Can replies come from my own domain?
Yes. By default emails are sent from
[email protected]. You can add a custom sending domain ([email protected]) by verifying DNS. See Custom Domain.Does the widget work with React, Next.js, WordPress, or Shopify?
Does the widget work with React, Next.js, WordPress, or Shopify?
Yes. The widget is a single script tag and works with any site, framework or CMS. It renders inside a Shadow DOM so it doesn’t conflict with your page’s CSS. See Web Widget Installation.
Pricing and billing
How does pricing work?
How does pricing work?
HaloAgents uses usage-based pricing tailored to your support volume, channels, and integrations. Book a demo or email [email protected] for a quote.
Can I change plans or cancel anytime?
Can I change plans or cancel anytime?
Yes. You can change plans or cancel from Settings > Billing in the dashboard. If you cancel mid-cycle, your workspace stays active until the end of the period.
Do you offer non-profit or startup discounts?
Do you offer non-profit or startup discounts?
We do for early-stage startups and qualifying non-profits. Email [email protected] with details about your team and we’ll send terms.
Security and data
Where is my data stored?
Where is my data stored?
Customer data is stored in our primary region with encryption at rest and in transit. We don’t train shared models on your customer data. For details on data isolation, retention, and our knowledge privacy posture, contact [email protected].
What security documentation do you have?
What security documentation do you have?
HaloAgents is GDPR compliant, encrypts data in transit and at rest, and signs DPAs with customers on request. Contact [email protected] for our current security documentation, sub-processor list, and DPA.
How do I delete a user's data?
How do I delete a user's data?
Use the REST API’s user delete endpoint, or contact [email protected] for a workspace-wide deletion. We honor data subject requests within the timelines required by GDPR and CCPA.
Can I run HaloAgents on my own infrastructure?
Can I run HaloAgents on my own infrastructure?
Self-hosted deployments are available for enterprise customers. Email [email protected] to discuss requirements.
Account
How do I add teammates?
How do I add teammates?
Go to Settings > Team and invite by email. Roles are Super Admin, Admin, and Member with custom permissions. See Team Settings.
I forgot my password.
I forgot my password.
Click Forgot password on the sign-in page. If your workspace uses SSO, sign in through your provider instead.
How do I delete my workspace?
How do I delete my workspace?
Only Super Admins can delete a workspace. Go to Settings > Workspace and use the Delete workspace action. Once deleted, the workspace and all of its data are permanently removed and can’t be recovered.
Still stuck?
Contact Us
Email or chat with the team.
Report a Bug
Tell us about something that isn’t working.