How Haillo works

From customer request to completed action.

A customer calls or sends a message. Haillo understands what they need, uses the business information and tools you connect, follows the workflow you set and completes the next step—or brings in a person when needed.

VoiceWhatsAppSMSWeb
CUSTOMER REQUEST

“Can I move my appointment?”

  1. 01
    UNDERSTANDMove an appointment
  2. 02
    CHECKApproved information
  3. 03
    FOLLOWYour workflow
  4. 04
    ACTUpdate the booking

COMPLETEDBooking updated. Confirmation sent.
Needs judgement?Bring in your team with context

A conversation, step by step

Haillo listens, understands and gets the work done.

When someone calls or sends a message, Haillo turns their words into a request it can work with. The Agent follows your instructions, uses approved business information and connected tools, takes the right next step and responds in the customer’s channel.

VoiceCustomer speaksWhatsApp · SMS · WebCustomer types
Speech-to-textVoice becomes words
  1. 01Hear or readReceive the request
  2. 02UnderstandAI model understands meaning
  3. 03CheckUse approved information
  4. 04ActRun the allowed step
  5. 05Reply or involve your teamComplete or hand off
Text-to-speechWords become voice

You stay in control

You decide what the Agent can know, say and do.

Every Agent starts with a clear job. You provide its instructions, approved knowledge, allowed actions and rules for involving your team. Haillo uses those boundaries to guide every customer conversation.

APPOINTMENT AGENTClear job. Clear boundaries.
Ready to test

What this Agent can do

  • Answer from approved information
  • Check appointment times
  • Create or change a booking
  • Update a connected calendar
  • Send WhatsApp or SMS confirmations
  • Collect customer details

What this Agent cannot do

  • Invent an answer that is not approved
  • Access an unconnected system
  • Perform an unapproved action
  • Ignore workflow or business rules
  • Approve an exception needing judgement
When it brings in your teamCustomer asks for a personRequest is outside its roleInformation is unavailableAn action needs approval

Customer “Please move my appointment to Friday.”

Haillo “Done. I’ve updated the booking and sent your confirmation.”

Booking updated ✓

Haillo does not simply decide what it wants to do. You define the Agent’s job, information, permissions and escalation rules.

Workflow building blocks

Every step has a clear job.

Build an Agent by connecting simple steps. Each node tells Haillo to say something, collect information, make a decision, complete an action or bring in a person.

EXAMPLE WORKFLOW

Ask what they need→Gather Details→Confirm Details→Use a Tool→Send a Text

Available nodes may depend on your plan, connected services and Agent configuration.

Knowledge and connected actions

Haillo knows where to look—and what it is allowed to do.

Your Agent can use approved business information, check current information in connected systems and perform only the actions you have made available. That lets a conversation move naturally from a question to a completed result.

01

KNOW

Answer from approved information

“What services do you offer?”

SOURCEDocuments · Website · FAQs
Grounded answer ✓

02

CHECK

Look up current information

“Is Friday at 10 available?”

SOURCECalendar · Booking system
Current availability ✓

03

ACT

Complete an approved action

“Great, please book it.”

ACTIONUpdate booking · Send confirmation
Work completed ✓

Knowledge helps Haillo answer. Connected systems help it check. Actions help it complete the work.

Test before going live

Try the complete experience before your customers do.

Speak or type through a test conversation, watch the Agent follow its workflow and review anything that needs attention. Make changes, test again and publish only when you are satisfied with the result.

Appointment AgentTest workspace
Draft
Customer

“I’d like to move my appointment.”

Haillo

“Of course. What day would work better?”

Listening through microphone

ACTIVE WORKFLOW

  1. 1Understand request ✓
  2. 2Find booking ✓
  3. 3Check availability Active
  4. 4Update booking
  5. 5Confirm
LAUNCH REVIEW

  • Complete path ✓
  • Required information ✓
  • Connected actions ✓
  • Human handoff ✓
  • Confirmation ✓
Needs attention

What should happen if no appointment is available?

Fixed ✓

Draft→Tested→Published→ Live

Testing lets you experience the Agent as a customer before making it available to customers.

After you go live

Every conversation shows you what to improve.

See how customers interact with your Agent, review conversations that need attention and update its workflow, instructions or knowledge. Test the improved version before publishing it again.

Monitor→Review→Improve→Test→Publish↻
CONVERSATION NEEDS ATTENTIONCustomer asked about an exception the Agent could not resolve.Review conversation →

Haillo helps you identify opportunities to improve. You remain in control of the changes that reach customers.

Start building

Build an Agent for your business.

Create your first Agent, test the complete customer experience and see what Haillo can do before you publish.