halie.ai
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One connected customer journey

Keep the whole journey moving.

Halie connects the shared inbox, contact record, lead pipeline, calendar, and prepared follow-up—so the next customer action does not disappear between tools.

Email us to start See the architecture
Verified core workspace

One place your team can see and control.

The base Halie workspace is built around the records and handoffs a local business uses every day.

  • Shared inbox and contacts
  • CRM, lead pipeline, and calendar
  • Prepared response and follow-up workflows
  • Editable messages and automation rules
  • Human email support and contact export

Channels, AI, payments, reviews, reactivation, and integrations depend on configuration and are not assumed to be included.

AccountOne local business
WorkspaceInbox + CRM + pipeline + calendar
ControlEditable workflows and messages
PortabilityContact data export

Revenue Current architecture

Five stages. One visible handoff.

Halie is organized around what should happen next—not a wall of disconnected features. The verified core keeps the customer record visible; additional steps depend on the configuration you choose.

  1. 01 · Capture

    Make the enquiry visible.

    Supported sources can create or update a contact so the team can see who raised a hand.

  2. 02 · Respond

    Start the routine conversation.

    Prepared follow-up and editable rules help keep the enquiry moving in the shared inbox.

  3. 03 · Book & close

    Connect the next commitment.

    Use the calendar and lead pipeline to keep the appointment and opportunity attached.

  4. 05 · Retain & reactivate

    Give completed work a next step.

    Eligible follow-up, review, and reactivation flows can be configured with consent and human control.

Explore the handoffs

See one stage at a time.

These product scenes use example data. They show the intended workflow clearly without presenting a simulation as a customer result.

01 · Capture demand

Turn an enquiry into a record the team can act on.

Supported calls, messages, and lead sources can feed the same contacts and lead pipeline instead of leaving context in separate places.

  • Contacts and CRM are in the verified core
  • Lead pipeline is in the verified core
  • Source details appear when the source is configured

Websites, forms, chat, phone, and other capture paths depend on the modules and connections enabled for the account.

02 · Respond & nurture

Use prepared follow-up without hiding the conversation.

Approved wording and editable rules can handle routine steps while the shared inbox keeps replies visible to the team.

  • Shared inbox is in the verified core
  • Prepared workflows and editable rules are included
  • A person can review and take over configured flows

Phone, SMS, email, and AI availability depend on setup, registration, consent, carrier rules, and separately billed usage.

03 · Book & close

Keep the next commitment attached to the contact.

The calendar and lead pipeline give the team a visible place for the appointment, opportunity stage, and next action.

  • Calendar is in the verified core
  • Lead pipeline is in the verified core
  • Prepared reminders can support configured follow-up

Calendar connections, available-time behavior, and reminder delivery depend on the account setup and approved messages.

04 · Get paid

Connect payment context when the required setup exists.

Where payment or invoice modules are enabled, the commercial next step can stay attached to the customer instead of becoming another disconnected handoff.

  • Customer context can remain connected
  • Status-driven follow-up may be configured
  • Processing and third-party costs remain separate

Invoices, payment links, processors, methods, and fees are configuration-dependent and are not listed as base-plan inclusions.

05 · Retain & reactivate

Give completed work an approved next action.

When the relevant workflows are enabled, a completed job can lead to an honest review request or later follow-up for eligible contacts.

  • Approved messages can be configured
  • Flows can stop on reply or human takeover
  • Contact history remains visible

Review and reactivation workflows require configuration, appropriate consent, and channel availability; they are not presented as standard plan inclusions.

Know what you are buying

Core workspace first. Configuration second.

Some lifecycle steps depend on configuration. Confirm the exact channels and modules your business needs before purchase.

Review the plan boundary
01

Verified base workspace

One business account with prepared response and follow-up, shared inbox, contacts and CRM, lead pipeline, calendar, editable messages and automation rules, human email support within one business day, and contact data export.

  • Included in $97 base plan
  • Month to month
02

Connection-dependent channels

Phone, SMS, email, supported websites, forms, chat, calendars, lead sources, and integrations depend on the active account setup, registration, consent, and provider availability.

  • Confirm before purchase
  • Usage billed separately
03

Configuration-dependent modules

Voice AI, website concierge, invoices, payment links, review requests, reactivation, and other advanced steps should not be assumed to be enabled or included without written confirmation.

  • Availability varies
  • Third-party fees may apply
04

Outcomes are not guaranteed

Halie helps handle enquiries already reaching the business. It does not guarantee traffic, lead volume, bookings, payments, reviews, or revenue.

  • Workflow support
  • No invented forecast

Human control

Automation stays visible.

Prepared workflows should reduce dropped handoffs without forcing the business to accept hidden decisions or trapped data.

01

Edit the wording

Review and change prepared messages and automation rules for the business.

02

Take over

Configured flows can pause and keep the conversation visible for human judgment.

03

See the next action

Contacts, conversations, pipeline, and calendar remain in one business account.

04

Export contacts

Contact data export is part of the verified offer.

Platform FAQ

Clear boundaries before setup.

Need to verify a specific channel or workflow? Email hello@halie.ai.

What is included in the verified Halie workspace?

One business account, prepared response and follow-up workflows, a shared inbox, contacts and CRM, a lead pipeline, a calendar, editable messages and automation rules, human email support within one business day, and contact data export.

Are every channel and workflow shown included by default?

No. Channel availability, website capture, voice AI, payments, review requests, reactivation, integrations, and other modules depend on the account configuration. Confirm any required capability before purchase.

Can a person take over a conversation?

Configured workflows can pause and keep a conversation visible for a person to review and take over. Test the exact handoff for every enabled channel before launch.

Can I edit messages and automation rules?

Yes. Editable messages and automation rules are included in the verified base offer.

What happens when AI is unsure?

AI can be wrong. Where AI is configured, the workflow should use approved information, pause at defined boundaries, and leave nonstandard questions for a person.

Can I export my data?

Contact data export is included. Confirm the available format and whether other record types can be exported before relying on them.

Does Halie generate leads?

No. Halie helps handle enquiries already reaching the business. It does not guarantee traffic, advertising performance, lead volume, bookings, or revenue.

What costs sit outside the base subscription?

Phone, text, email, AI, taxes, payment processing, and applicable paid third-party services are separate. Optional modules may also have their own requirements or costs.

Connect the handoff that matters most.

Tell us where your customer journey breaks today. We will confirm what Halie can support before you pay.

Email us about your workflow$97/month base plan · Usage separate
Email us to start$97/month · usage separate