> ## Documentation Index > Fetch the complete documentation index at: https://docs.haloagents.ai/llms.txt > Use this file to discover all available pages before exploring further. # Frequently Asked Questions > Answers to the questions we hear most often about HaloAgents. If your question isn't here, [contact support](https://docs.haloagents.ai/help-and-support/contact-us.md) and we'll add it. ## Getting started > **How long does setup take?** > > Most teams get the widget live in under 10 minutes by following the [Quickstart](https://docs.haloagents.ai/getting-started/quickstart.md). 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?** > > 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](https://docs.haloagents.ai/web-widget/installation.md). > **Is there a free trial?** > > Yes. Sign up at [haloagents.ai](https://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](https://haloagents.ai/demo) or email **[support@haloagents.ai](mailto:support@haloagents.ai)**. > **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](https://docs.haloagents.ai/help-center/migrating.md) and [Intercom integration](https://docs.haloagents.ai/integrations/intercom.md). ## AI and knowledge > **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](https://docs.haloagents.ai/getting-started/how-it-works.md). > **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](https://docs.haloagents.ai/advanced/identity-verification.md). > **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](https://docs.haloagents.ai/agents/overview.md). > **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](https://docs.haloagents.ai/agents/escalation.md). > **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?** > > 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](https://docs.haloagents.ai/channels/email-overview.md) and [Agents Channels](https://docs.haloagents.ai/agents/channels.md). > **Can replies come from my own domain?** > > Yes. By default emails are sent from `support@haloagents-mail.com`. You can add a custom sending domain (`support@yourcompany.com`) by verifying DNS. See [Custom Domain](https://docs.haloagents.ai/channels/custom-domain.md). > **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](https://docs.haloagents.ai/web-widget/installation.md). ## Pricing and billing > **How does pricing work?** > > HaloAgents uses **usage-based pricing** tailored to your support volume, channels, and integrations. [Book a demo](https://haloagents.ai/demo) or email **[support@haloagents.ai](mailto:support@haloagents.ai)** for a quote. > **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?** > > We do for early-stage startups and qualifying non-profits. Email **[support@haloagents.ai](mailto:support@haloagents.ai)** with details about your team and we'll send terms. ## Security and data > **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 **[support@haloagents.ai](mailto:support@haloagents.ai)**. > **What security documentation do you have?** > > Halo encrypts data in transit and at rest and isolates every workspace at the database layer. Our [Data Processing Addendum](https://www.haloagents.ai/dpa) applies automatically to every customer and includes our security measures (Annex 2), breach notification terms and the EU, UK and Swiss transfer clauses. The current [sub-processor list](https://www.haloagents.ai/subprocessors) is public. Email **[support@haloagents.ai](mailto:support@haloagents.ai)** with the subject "DPA" for a countersigned copy or to send a security questionnaire. > **How do I delete a user's data?** > > Use the REST API's user delete endpoint, or contact **[support@haloagents.ai](mailto:support@haloagents.ai)** 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?** > > Self-hosted deployments are available for enterprise customers. Email **[support@haloagents.ai](mailto:support@haloagents.ai)** to discuss requirements. ## Account > **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](https://docs.haloagents.ai/settings/team.md). > **I forgot my password.** > > Click **Forgot password** on the [sign-in page](https://haloagents.ai). If your workspace uses SSO, sign in through your provider instead. > **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](https://docs.haloagents.ai/help-and-support/contact-us.md)** > > Email or chat with the team. > **[Report a Bug](https://docs.haloagents.ai/help-and-support/report-bug.md)** > > Tell us about something that isn't working. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.