Workflow, cart, and payment — unified in one platform. Halo Flow routes every call to the right workflow and carries it from hello to paid. Then it runs the rest of your operation too: scheduling, QA, coaching, and hiring. No tab-switching. No six-vendor invoice.
A typical 20-seat operation runs a telephony platform, a separate workflow tool, a CRM or order system, a payment gateway, a reporting dashboard, and a middleware layer to duct-tape it together. None of them talk to each other.
Agents jump between four and six tabs on every call. Orders get keyed wrong. Payments fail because a card number landed in the wrong field. Compliance language drifts out of date. And supervisors can't see what's happening mid-call.
The agent never leaves the screen. Halo Flow handles the routing, the guidance, the cart, the payment, and the paperwork.
Halo Flow drops the call into the right campaign workflow automatically — lead gen, sales order, or customer service — before the agent says a word. Inbound from NICE CXone, FusionPBX, or any SIP system.
It walks the agent through each question, compliance disclosure, and offer in exactly the right order, every time. Update the workflow once and every seat is on the new version instantly.
Products, variants, upsells, shipping, and tax calculate in real time as the agent builds the order. Coupons, discounts, and subscription plans included — no switching to a separate order system.
The agent takes payment in the workflow through PCI-encrypted fields, and a call-masking step pauses recording while card data is spoken. Five gateways supported. Card data never touches the database in plain text.
The order posts as a structured record, the call is dispositioned, and the entire session lands in the audit log — replayable step by step. Nothing to re-key, nothing to reconcile.
No tab switching. No copy-paste. No separate systems.
Halo Flow isn't a script tool with a dialer bolted on. It's a full operations platform — the workflow engine, the commerce layer, and the workforce layer — multi-tenant, on .NET 9 and React 18.
A visual canvas with 18 step types — decision routing, loops, switch/case, sub-scripts, API calls, browser automation, payment forms, call masking, transfers, and custom functions. Versioned, forkable, health-checked, and simulatable before deploy. AI drafts complex flows in seconds.
Explore the workflow engine →Products, variants, and subscription offers mid-call. Shipping (UPS, FedEx, USPS, EasyPost), tax (native or Avalara AvaTax), coupons, and totals recalculate in real time. Payment captured in-flow via Stripe, Authorize.net, NMI, Square, or PayPal.
See the commerce layer →Full WFM in the same platform: shift templates, rotation patterns, open-shift bidding, swaps, PTO accrual, adherence, attendance, overtime — plus a media schedule that maps staffing to your TV and radio spots.
More →Scorecard builder, structured call reviews, agent action plans, and nudges — with step-by-step session replay so coaching is grounded in exactly what happened on the call.
More →A live wallboard shows queue depth, agent state, and call metrics as they happen. Supervisors can force agent state and review live or completed sessions — powered by a real-time event hub.
More →Assessment builder with typing and speed tests, candidate scoring, offer acceptance, and onboarding tracking — plus gamification to keep seated agents leveling up.
More →A visual report pipeline exports to XLSX, CSV, JSON, TSV, or fixed-width — on demand or on a schedule. Standard reports for call volume, agent performance, dispositions, and conversion ship in the box.
More →Dual-key AES-256 field encryption, SAML SSO, role-based access with custom roles, and an audit log capturing who did what, before/after values, IP, and correlation ID.
More →Because the workflow engine is generic — steps, logic, data, and actions you compose yourself — the same platform runs a DRTV order desk, a Medicare compliance script, a DME insurance verification, and a B2B qualification call. No professional services. No custom builds.
Offer, upsell, payment, and disclosure — hello to paid in under 8 minutes.
State routing, verbatim CMS scripts, encrypted PHI, audit-ready dispositions.
Shopify-synced catalog, subscriptions, returns — without opening Shopify.
Eight verticals, one platform. See how each one is built. →
No major platform ships workflow, cart, and payment together — let alone WFM and QA. We do — telephony-agnostic, and for less than their starting seat.
| Capability | Halo Flow | NICE CXone | Five9 | Talkdesk | Aircall |
|---|---|---|---|---|---|
| No-code workflow builder | Full | Add-on | — | Limited | — |
| Order cart in workflow | Native | — | — | — | — |
| Payment processing in-call | Native | — | — | — | — |
| Browser automation | Native | — | — | — | — |
| Telephony agnostic | Yes | Locked | Locked | Locked | Locked |
| Entry price / seat | $49 | ~$71 | ~$149 | ~$75 | ~$30 |
Per-seat, with volume discounts that kick in automatically at 20+ seats. Start with a 14-day free trial — no card required.
A clean, production-grade architecture that deploys anywhere — with encryption and compliance baked in, not bolted on.
Start a 14-day free trial on Professional — five seats, no credit card. Or watch Halo Flow run a live call, hello to paid.