Most call center platforms are built around telephony, with scripting bolted on. Halo Flow was built the other way: a real workflow engine — steps, logic, data, and actions you compose visually — with the calling infrastructure wrapped around it. That's why the same engine runs order desks, compliance scripts, and qualification calls without custom code.
Here's a working inbound sales workflow exactly as it looks in the builder — a supplement offer with objection handling, an upsell, and a payment retry loop that gives the card three attempts before wrapping up gracefully. Sixteen steps, five step types, every path routed, all checks passed.
Start routes by call type — orders enter the flow, everything else falls through to End. The Main Offer step carries six routing conditions: four objection scripts that answer and loop straight back to the offer, a No-Thanks path to the wrap-up, and a Yes path through the upsell, billing, and PCI-encrypted payment. Then the part most script tools can't do: the Post Payment API Call charges the card in-flow. On failure it routes to a decline script that asks for a retry — a Decision step increments the attempt counter and sends the call back to Payment, up to three times, before falling back to the wrap-up. Success drops straight through to Confirmation. Sixteen steps, every route accounted for — health-checked, simulated, versioned (v9), and ready to publish.
Drag them onto the canvas, wire the routes, and every seat runs the new flow instantly. These aren't marketing categories — this is the actual step palette in the builder.
The entry point. Campaign routing drops each incoming call into the right workflow before the agent speaks.
Agent-facing talking points with dynamic variable insertion — compliance language displayed verbatim where required.
Conditional routing on any captured value, with eight operators and compound AND logic across multiple conditions.
Evaluates a variable against N named cases — exact or regex match — and routes to the first hit, or a default route.
Loops over any array — cart items, data source rows, API results — running a body step per item before exiting.
Invokes a reusable sub-script template inline with shared field values. Build a verification block once, use it everywhere.
Calls any external system — on step entry or on submit — with mapped request/response fields stored as workflow variables.
Evaluates a JavaScript expression and stores the result — age from DOB, lead scores, custom math, string handling.
Loads an embedded proxied browser and auto-fills mapped form fields in external portals — CRMs, EHRs, carrier sites.
PCI-scope payment capture inside the flow, backed by your configured gateway and encrypted field types.
A combined billing/shipping address form with validation, feeding the cart and the order record directly.
Presents shipping options with name, cost, and timeframe — each with optional show-conditions per scenario.
Looks up a zip against the built-in 43,140-row US/CA database and auto-fills city, state, country, tax, and DMA.
Sends the call to an external number, a queue, or a specific agent SIP extension — licensed-agent handoffs included.
Pauses call recording on the telephony platform while sensitive data is collected. Recording resumes on step exit.
Sends a transactional email through your configured provider the moment the step is reached — confirmations, receipts, follow-ups.
Pauses for a fixed duration or until the agent clicks continue — auto-advancing when the timer elapses or a condition passes.
Closes the session, captures the disposition, submits the order, and writes the full step-by-step record to the audit log.
Every step can capture structured data: text, numbers, dates, phones, emails, addresses, currency, dropdowns, multi-selects, checkboxes, and radio groups. And for card numbers, SSNs, and Medicare IDs, the Encrypted field type uses dual-key AES-256 — two key holders required to decrypt, plain text never written to the database.
Any step can act on the live cart — twelve action types cover the whole order lifecycle, and totals recalculate in real time as the agent talks.
Upsell and downsell offers are just decision routes plus cart actions — update the offer once and every agent is on the new version instantly.
Workflows move through a real lifecycle — draft, testing, active, archived — so changes never hit live agents by accident.
Build on the visual canvas, or let AI-assisted generation (OpenAI or Anthropic) scaffold a complex flow from a plain-English description in seconds.
Automated health analysis catches unreachable steps, dead-end routes, and missing fields before deployment, not after.
Run the entire flow in the built-in simulator — every branch, form, and cart action — without a live call.
Publish as a new version while agents finish on the old one. Fork a proven flow to spin up a new campaign or a state-specific variant in minutes.
Every completed session is replayable step by step — what the agent saw, what they entered, and when. QA and compliance run on evidence, not memory.
Some systems can't be replaced — insurance carrier portals, EHRs, government forms, legacy CRMs. The Web Browser step loads them in an embedded proxied browser and auto-fills mapped fields with data the workflow already captured. Agents stop re-keying; results flow back as workflow variables. The kind of capability RPA platforms sell for $1,500+/month — included in the flow.
See the engine applied to eight very different businesses — or start building your own flow today.