SendSafely Halo: Secure Data Exchange for AI-Powered Customer Service

Enable your AI agents and support teams to securely collect sensitive files directly within customer conversations. Halo combines enterprise-grade encryption with frictionless user experience to accelerate resolution times and improve customer satisfaction.

Built for AI-Powered Customer Service

Halo bridges the gap between conversational AI and secure data handling, enabling the next generation of customer service automation.

Shield Sensitive Data from AI

With Halo, your AI agent can securely collect files on behalf of human agents or other back-end systems without ever getting access to the file contents.

Security Without Friction

Maintain end-to-end encryption throughout AI-powered conversations while delivering a consumer-grade user experience that customers expect.

Improve Speed of Resolutions

Speed up resolution times and improve customer satisfaction. Using Halo in your file intake workflows can dramatically improve many key customer service metrics.

Contextual Handoff

When human agents join conversations, they immediately access all securely collected files with complete conversation history for seamless AI-to-human transitions.

See Halo in Action

Halo lets you turn any AI agent or chat widget into a secure file intake, without disrupting the customer conversation.

  1. AI Agent Requests a File
    When users invoke certain workflows that require sensitive data to be submitted, the AI Agent prompts the user for files.

    You can also choose to expose a file upload button within the chat widget that users can invoke at any time during a conversation.

  2. Halo is Activated
    When the user chooses to upload files, Halo is activated. A secure modal opens right inside the chat window, no new tab, no break in conversation.

    Users can drag and drop files or launch a native file picker. Everything is encrypted before it leaves their device. By default, the AI Agent collects the files but cannot access them.

  3. Secure Handoff
    Once the AI agent can hand off the conversation to a human agent or another back-end system, the files can be accessed.

    Human agents can access the uploaded files from their ticketing platform. Access to the uploaded files is controlled through SendSafely.

Common Use Cases

KYC & Identity Verification

Securely collect identity documents, proof of address, and verification materials while maintaining regulatory compliance.

Financial Services Onboarding

Streamline account opening and loan applications by collecting sensitive financial documents securely within chat workflows.

Healthcare Documentation

Enable HIPAA-compliant collection of medical records, insurance cards, and patient information through secure chat interfaces.

Bug Reports & Troubleshooting

Collect screenshots, log files, and error reports directly within support conversations for faster diagnosis and resolution.

Improve Your Customer Service Metrics with Halo

Using Halo in your file intake workflows can dramatically improve many key customer service metrics.

Lower Resolution Time

Eliminate back-and-forth requests for documentation. AI agents collect required files upfront, allowing support teams to act immediately when tickets are transferred.

Reduced Handle Time

Front-load file collection within chat workflows, reducing average handle time per ticket and increasing agent utilization for higher-value support activities.

Higher First-Contact Resolution

Ensure required information is collected early in conversations, reducing escalations and improving first-contact resolution rates across your support organization.

Improved CSAT & NPS

Deliver better customer experiences through reduced effort and faster resolutions, directly impacting satisfaction scores and Net Promoter Score.

Ready to Transform Your AI-Powered Customer Service?

Turn-key Compliance

Halo is compliant with all major data privacy regulations, allowing you to safely accept sensitive files no matter what AI chatbot platform you are using.

HIPAA

Protect patient health information with controls that satisfy healthcare compliance requirements.

GDPR

Meet European data protection standards for handling personal information.

CCPA/CPRA

Comply with California consumer privacy regulations.

PCI DSS

Secure payment card information with appropriate controls.

FINRA/SEC

Satisfy financial services regulatory requirements.

SOC 2

Maintain compliance with security control standards.

Get Started with SendSafely Halo

Schedule a Demo

A member of our team will walk you through key features and show you how your workflows can benefit from using Halo.

Start a Free Trial

Start a free trial to experience the benefits of Halo first hand. Our team will help you get a proof-of-concept workflow up and running with your AI chatbot flow.

Get Measurable Results

See immediate improvements in key metrics like resolution time, CSAT scores, and first-contact resolution once Halo is implemented.