Question 1

What is HaloSight?

Accepted Answer

HaloSight is an AI-powered meeting intelligence platform that automatically records, transcribes, and analyzes account meetings, then syncs key insights directly to your CRM.

Question 2

Who is HaloSight for?

Accepted Answer

HaloSight is built for account managers, field sales representatives, and customer success teams who conduct in-person or remote customer meetings and need to keep their CRM updated.

Question 3

How does HaloSight integrate with my CRM?

Accepted Answer

HaloSight offers native integrations with Salesforce and HubSpot, automatically syncing meeting summaries, action items, and detected opportunities to the appropriate records.

Question 4

Can HaloSight record in-person meetings?

Accepted Answer

Yes, HaloSight works on mobile devices and is specifically designed for field sales teams conducting in-person customer meetings, not just video calls.

Question 5

Is my meeting data secure?

Accepted Answer

Yes, HaloSight employs enterprise-grade security including end-to-end encryption, SOC 2 Type II compliance, and GDPR compliance.

Question 6

What makes HaloSight different from other meeting assistants?

Accepted Answer

Unlike tools focused on video calls, HaloSight is built for field sales and account management, works on mobile for in-person meetings, and provides account-level intelligence with native CRM integration. It's the only platform with an AI commitment ledger.

Documentation