Agent-first customer success platform

The AI Customer
Success Manager

A deeply embedded, autonomous AI that replaces traditional customer success managers — handling onboarding, support, and engagement proactively from inside your product.

Built for the future of customer success

Not a chatbot with AI bolted on. An autonomous digital CSM that lives inside your product and acts like a full teammate.

Deep Product Awareness

Lives inside your application via a lightweight SDK, observing user clicks, DOM changes, and behavior in real time.

Proactive Guidance

Highlights UI elements, auto-configures settings, and delivers personalized walkthroughs before users even ask.

Multi-Modal Support

Engages through chat, voice, or branded talking-head video — whatever works best for your users.

Intelligent Escalation

When the AI reaches its limits, it creates a ticket, informs the user, and relays the human team’s response naturally.

Self-Improving AI

Every human interaction feeds back into the knowledge base, prioritized by timestamp, so the AI continuously gets smarter.

Agent-First Architecture

Not a chatbot with AI features bolted on. Built from the ground up as an autonomous, context-aware digital CSM.

How it works

Get started in minutes. Your AI CSM improves with every interaction.

01

Embed

Add our lightweight SDK to your application with a single line of code. Zero performance impact.

02

Observe

The AI watches user behavior, learns your product, and builds deep contextual understanding.

03

Engage

Proactively guides users through onboarding, answers questions, and orchestrates workflows.

04

Improve

Learns from every interaction. Human resolutions are immediately incorporated into AI knowledge.

Agent-first, not chat-first

Unlike traditional support tools that react to inbound messages, HaloAgents is autonomous from the ground up — predicting needs, orchestrating multi-step workflows, and self-improving from every human interaction.

Predicts needs

Anticipates user friction before it happens and intervenes proactively with contextual guidance.

Orchestrates workflows

Handles multi-step processes end-to-end, from onboarding sequences to complex configuration tasks.

Improves continuously

Every human escalation resolution is fed back into the AI, creating an ever-expanding knowledge base.

Ready to transform your customer success?

Get started with HaloAgents AI and give your customers an autonomous, always-on success manager.