How Haillo works

From idea to live AI,step by step.

Connect your channels, build the workflow, shape your agent, then add the tools and knowledge it needs. Test everything and launch when you’re ready.

Build your first agentFrom idea to live
YOUR IDEA

“Handle appointment requests and send confirmations.”

Haillo drafts the journey

HAILLO AGENTAppointment assistant

LIVE

VoiceWhatsAppWeb
Workflow connectedReady to help

01 — Channels

Choose where customers can reach Haillo.

Start with Voice, WhatsApp, SMS or web. The channel is the front door; the workflow behind it decides what happens next.

VoiceWhatsAppSMSWeb

Haillo

ONE SHAREDWorkflow
Different channels. One connected system.One workflow can support conversations across multiple channels.Explore channels →

02 — Workflow

Build what should happen next.

Map the conversation and the work behind it using a visual drag-and-drop builder. Ask questions, make decisions, trigger actions and define when your team should step in.

Appointment journeyVisual workflow

Ready to test

Customer journeyAppointment requestActive path

STARTIncoming conversationVoice · WhatsApp · Web
TALKAsk what they need
THINKUnderstand intent
DECIDEAppointment?Yes
ACTCheck availability
ACTBook appointmentThursday · 10:00
MESSAGESend WhatsAppConfirmation sent
CONNECTHuman handoffAlternative path

Drag and dropBuild each step visually.
AI-assistedDescribe the process and let Haillo help draft it.
BranchCreate paths based on what the customer needs.
Take actionConnect conversations to tools and business processes.
03 — Agent

Decide how your AI should sound and behave.

Choose its voice, personality, rules and clear job, then connect it to the workflow you just built.

The workflow controls what happens.The agent controls how the conversation feels.

CUSTOMER SERVICE AGENTCustomer assistantReady
Voice
South African English
Personality
Warm & helpful
Workflow
Customer Service
Goal
Help customers resolve their request
Channels
Voice + WhatsApp
Human handoff
Enabled

04 — Tools

Give Haillo the tools to complete the job.

Connect the actions it needs, from checking a calendar to updating a system or sending a confirmation.

Customers talk to Haillo.Haillo talks to your systems.

Connect through built-in actions, APIs, webhooks and custom integrations. Setup depends on the application and use case.

CUSTOMERConversation

Haillo

CalendarCheck availabilityCRMUpdate customerEmailSend confirmationWhatsAppSend follow-upAPITrigger processHumanHand off

05 — Knowledge

Give Haillo the information it needs.

Connect the business information your agent should use so its answers stay grounded, relevant and consistent.

Tools help Haillo take action.Knowledge helps it answer with context.

Company documentsFAQsPoliciesProduct information

KNOWLEDGE BASECompany knowledgeConnected

Accurate answersRelevant contextAvailable to agents

06 — Test

Try it before your customers do.

Test individual steps, simulate complete conversations and see how Haillo moves through your workflow before you publish it.

Test workflowSimulation · Draft
CONVERSATION

Customer

“I’d like to move my appointment.”

Haillo

“Of course. What day would work better?”

WORKFLOW PATH

  1. Greeting
  2. Understand intent
  3. Reschedule appointment Active
  4. Check availability
  5. Confirm
Test a step Run individual nodes.Simulate Follow the complete journey.Follow the logic See each branch.Refine Change before publishing.
07 — Go live

Publish and start handling real conversations.

When the channel, workflow, agent, tools and knowledge are ready, publish and let Haillo start handling conversations.

DraftTested Published Live
Voice ✓WhatsApp ✓Agent active ✓
Build for free

7-day free trial · Credits included

After you go live

Going live isn’t the finish line.

See what’s happening, learn from every conversation and keep improving the experience over time.

01

Monitor

See conversations as they happen.

  • Live conversations
  • Intent and sentiment
  • Workflow state
  • Human intervention
02

Review

Understand what happened.

  • Transcripts
  • Summaries
  • Outcomes
  • Conversation history
03

Improve

Learn what’s working.

  • Quality and evaluations
  • Analytics
  • Customer feedback
  • Performance
Putting it all together

One conversation.One workflow.Everything handled.

01

Customer calls

“I’d like to move my appointment.”

02

Haillo understands

Intent: Reschedule

03

Customer identified

Existing appointment found.

04

Availability checked

Thursday at 10:00 available.

05

Appointment updated

New time confirmed.

06

WhatsApp sent

“You’re all set for Thursday at 10:00.”

07

Conversation summarized

Outcome: Resolved

The easiest way to understand Haillo is to build your first agent.

Connect a channel, build the workflow, shape the agent and add the tools and knowledge it needs during your free trial.

Build for free

7-day free trial · Credits included