From install to API in one sitting.

Setup · 5 min

Install the widget

One script tag. Colors, position, languages, and proactive greetings.

Setup

Identify visitors

Push signed-in users into HAL and watch them become contacts and companies.

Sales

CRM & pipeline

Stages, companies, deal values — and how product signals move deals.

AI

Reply suggestions

How drafts are generated, scored, and kept under your control.

Platform

REST API

Route families, authentication, and the public v1 API with API keys.

Platform

MCP server

Connect AI agents and coding tools to conversations, CRM, knowledge, and visitor workflows.

HQ & workspaces

How projects, HQ, Overview, and Work fit together.

Operator loop

Signals in, one focus out, actions you approve.

Operating context

Tell HAL how your business runs so priorities land.

Customization

Make the widget feel like your product, not a plugin.

Identity verification

HMAC-signed identity so nobody can impersonate your users.

Verification security notes

Key handling and rules for signing identities safely.

Team inbox

Assignments, snooze, notes, spam — and the email channel.

Help center

A public helpdesk for every project, powered by your articles.

Knowledge base

What to put in, and everything it grounds — replies, deflection, focus.

Automations

Proactive messages with triggers, conditions, and frequency caps.

Lifecycle email

Multi-step campaigns triggered by product events.

CSAT & NPS

Ratings where the conversation happens, detractor alerts included.

Analytics

Response times, heatmap, deflection rate — the numbers that matter.

CRM data model

Contacts, companies, visitors — who owns which field, and when.

Team

Seats, roles, project scoping, and collaboration that stays quiet.

Visitor API

Server-side identify and event tracking without the widget.

Integrations

Slack with AI summaries, incoming API, Twitter/X, and the iOS app.

OAuth

Public widget installs and private clients, tokens and flows.