The workflow engine is generic — steps, logic, data, and actions you compose yourself. That's how the same platform runs a supplement order desk, a CMS-compliant Medicare script, and a loan origination call, without professional services hours or developer time.
Calls from the campaign's toll-free number route straight into the offer flow. Decision steps handle accepted / upsell / downsell / declined branches, the cart adds the right variant, USPS validates the address, Stripe captures payment through encrypted fields, and the order posts to Shopify — with the required subscription disclosure scripted before the call can end. The supervisor wallboard shows live conversion rate; session review coaches missed upsell moments.
A zip lookup identifies the caller's state and routes to the state-specific script version; unlicensed states transfer to a licensed agent. CMS verbatim language displays read-only so it can't be skipped or edited, a function step verifies Medicare eligibility from DOB, and Medicare IDs land in dual-key AES-256 encrypted fields. Every session generates a complete audit entry with full replay for CMS audit response.
The catalog syncs from Shopify; the cart calculates shipping via EasyPost and validates promo codes with the coupon action. Subscriptions enroll through Shopify selling plans, confirmations fire via SendGrid, and the returns flow queries the order by email and auto-approves replacements inside the 30-day window — escalating the rest to a supervisor path.
The built-in 43,140-row zip/DMA database pulls the caller's state and market; an API call checks plan availability and routes to full, limited, or unavailable branches. Agents build the plan in the cart — base coverage plus add-ons with bundled discounts — take the first premium via Authorize.net, and enroll the account in HubSpot. DMA data even drives seasonal upsell language by region.
Script steps walk agents through each BANT question with response capture; a function step scores the conversation and routes qualified leads to the AE handoff path. At call end, an API call pushes company, title, pain points, score, and next step to the Salesforce record, and demo bookings confirm via SendGrid. The framework gets followed because the workflow makes it the path of least resistance.
Medicare IDs, DOBs, and diagnosis codes land in encrypted fields readable only by authorized key holders. The Web Browser step opens the carrier's eligibility portal in an embedded browser and auto-fills the patient's details — coverage results come back as workflow variables. The order builds from a DME catalog with HCPCS codes and submits to the management system by API. No portal logins, no re-keying.
Approved talking points display verbatim with issue-by-issue sentiment capture; decision routing sends supporters to the pledge ask, undecideds to persuasion, and opponents to a quick close. Survey responses and dispositions sync to NGP VAN by API, and the TCPA consent disclosure is a mandatory first step with the consent flag stored on every call record.
An API call at call start retrieves the partial application by phone number and pre-populates the workflow, so agents only capture what's missing. SSNs and bank details go into encrypted fields, a soft credit pull routes prime / near-prime / declined tiers to the right rate script, and the completed application submits to the loan origination system. The audit log records exactly which disclosures were read, when, and by whom.
The common thread: for any call center that follows a process, takes information, and does something with it — Halo Flow is the single platform that handles all of it, without developer time or third-party middleware.
Start a 14-day free trial — most teams build their first workflow the same day.