# Helios — full site text

Source: https://www.usehelios.ai
Operator: 26 Ventures SAPI de CV. Contact: hello@usehelios.ai
Languages: English (/) and Spanish (/es).

## What Helios is
Helios answers, qualifies and books meetings on WhatsApp, calls, Instagram and email. Live in 5 minutes — self-serve or set up by our team.

Every conversation answered. Every lead qualified.
Helios handles WhatsApp, Instagram, calls and email: answering questions, qualifying prospects, booking meetings and syncing every interaction to your CRM.

## Key facts
- What it is: An AI agent that answers, qualifies and books meetings inside your existing conversations.
- Channels: WhatsApp Business Platform, phone calls, Instagram direct messages and email.
- Setup time: About 5 minutes self-serve, or set up with our team.
- Languages: English and Spanish natively, including mixed threads.
- Human handoff: Confidence thresholds route conversations to a person with full context.
- Data handling: Encrypted, role-based access, full audit log, never used to train foundation models.

## How it fits
One agent in the middle of every conversation
Customers keep writing where they already are. Helios receives every channel, decides what to do, and keeps your systems in sync — no new inbox for your team to learn.

## Agent roles
- Front desk: Answer every message; Cover missed calls; Reply 24/7; Route to the right team.
- Lead qualifier: Ask the qualifying questions; Score the lead; Enrich the record; Assign an owner.
- Follow-up: Chase quiet threads; Re-engage old leads; Send reminders; Log every touch.
- Meeting booker: Read your availability; Confirm in the thread; Send reminders; Sync your calendar.
- Customer support: Answer FAQs; Check order status; Solve from your help center; Hand off with context.
- Collections: Remind on balances; Share payment links; Confirm receipts; Update your CRM.

## Pricing
Monthly credit bundles. 1 credit = 1 AI reply (one full turn). 1 voice-call minute = 10 credits. 1 automated action (booking, CRM update, order lookup) = 3 credits. Messages from human teammates = 0 credits. A typical conversation uses about 6-8 credits. Overage: $0.04 USD / $0.75 MXN per credit. Meta/WhatsApp message fees passed through at cost.
- Starter: $99 USD / $1900 MXN + IVA per month, 3,000 credits (≈ 3,000 AI replies/month). 1 AI agent; WhatsApp Business Platform; Answers grounded in your content; Lead qualification + human handoff; Email support.
- Growth: $249 USD / $4700 MXN + IVA per month, 10,000 credits (≈ 10,000 AI replies/month). 3 AI agents; WhatsApp + Instagram + web chat; Voice calls; Calendar booking + CRM integrations; 1 onboarding session; Priority chat support.
- Pro: $499 USD / $9500 MXN + IVA per month, 25,000 credits (≈ 25,000 AI replies/month). Unlimited AI agents; Everything in Growth; API, webhooks and native integrations; Onboarding included; Priority support.
- Custom: 25K+ credits, custom pricing. 25,000+ credits at volume rates; Custom integrations; Custom SLAs and compliance; Dedicated success manager; Dev hours for bespoke flows.
Every plan starts with a free trial with 300 credits, no card required, cancel anytime. Annual billing includes 2 months free. Unused credits do not roll over.
Pricing page: https://www.usehelios.ai/pricing (EN) and https://www.usehelios.ai/es/precios (ES).

## Getting started
Live in five minutes, in production in a week
- First 5 minutes — Connect your channels: Official WhatsApp Business Platform, your number, Instagram and email. Guided setup, nothing to deploy.
- First hour — Ground it on your content: Point Helios at your catalog, help center and price list. It answers only from what you give it.
- First week — Go live, supervised: Confidence thresholds and human handoff on from day one. Widen once you have read the transcripts.

## Capabilities
- Answers in seconds: 24/7 first response on every channel, in Spanish and English.
- Qualifies and routes: Asks the right questions, scores the lead, assigns the owner.
- Books meetings: Reads your calendar and confirms the slot inside the thread.
- Writes back to your CRM: Every action logged in HubSpot, Salesforce, Zendesk or your API.

## Security and data handling
- Official WhatsApp Business Platform
- Encrypted in transit and at rest
- Role-based access control
- Full audit log of every action
- Never trains models on your data
- Data-processing agreement available

## FAQ
Q: How does pricing work?
A: Helios is a monthly subscription priced on channels and conversation volume, with no setup fee. We size it on the setup call so you know the number before you commit.

Q: How much work is it on our side?
A: A couple of hours: approving the WhatsApp number, pointing us at your content and reviewing the first week of transcripts. We handle the configuration.

Q: Do we need engineers?
A: No engineers are needed for a standard Helios setup. Engineering only gets involved if you want Helios to call a private internal API.

Q: Does it work in Spanish and English?
A: Helios works natively in English and Spanish, including mixed threads. The agent replies in the language the customer used, with your tone of voice in each.

Q: What if the agent is not sure?
A: Helios escalates to a human. You set confidence thresholds and restricted topics; anything outside them goes to a human with the full context attached.

## Integrations
Helios connects to WhatsApp Business API, Salesforce, HubSpot, Zendesk, Shopify, Slack, Instagram and Gmail, plus any internal API, in minutes.
https://www.usehelios.ai/integrations

## Industries

### Financial services — https://www.usehelios.ai/industries/financial-services
Helios is an AI CX and sales agent used by financial institutions to qualify applicants, complete document collection, answer product and pricing questions, and triage service requests across WhatsApp, phone calls, Instagram and email — with full transcripts, role-based access and human escalation rules.
Financial customers ask high-stakes questions and expect answers immediately. Helios answers them on the channel they already use, follows your scripts, and escalates to a licensed human the moment a conversation needs one.
Common problems:
- Applications stall because documents never arrive
- Tier-1 service volume buries the contact centre
- Leads from paid campaigns cool down before an advisor calls
- Every answer has to be defensible in an audit
What Helios does:
- WhatsApp — Onboarding and document chase: Helios walks each applicant through what is still missing, accepts uploads in the thread, and nudges on a schedule you define until the file is complete.
- Voice — Inbound service triage: Balance, statement, card status and payment questions answered on the phone in seconds, with warm transfer to an agent for anything regulated or disputed.
- Email — Quote and renewal follow-up: Threaded follow-up on open quotes and policy renewals that picks up the full history instead of restarting the conversation.
- Instagram — Campaign response: Product and eligibility questions from social campaigns answered instantly and routed to the right advisor with the context attached.
FAQ:
Q: Can Helios handle regulated conversations?
A: Helios answers within the scripts and knowledge you approve, and you define the topics that must be escalated to a licensed human. Every message and action is logged for review.
Q: Does Helios connect to our core systems?
A: Yes. Helios reads and writes through your CRM, helpdesk and internal APIs so answers reflect the customer's real record rather than a generic script.
Q: What happens when the agent is not sure?
A: It hands off to your team with the full transcript attached instead of guessing. You set the confidence and topic rules that trigger a handoff.
Q: How long does deployment take?
A: Most teams start with one channel and one use case and go live in weeks, then expand channel by channel.
Q: Is customer data used to train models?
A: No. Your conversations and records are not used to train models, and retention is configurable.

### Hospitality & travel — https://www.usehelios.ai/industries/hospitality
Helios is an AI CX and sales agent for hospitality that handles availability and booking questions, reservation changes, pre-arrival and on-property requests, and upsells across WhatsApp, phone calls, Instagram and email, in English and Spanish, 24/7.
Guests ask at midnight, in two languages, on four channels. Helios answers instantly, books and modifies reservations, and upsells the room, table or add-on that is actually available.
Common problems:
- Direct booking demand arrives outside front-desk hours
- Instagram DMs and WhatsApp go unanswered at peak
- Guests call for questions the team answers fifty times a day
- Upsell opportunities disappear once the guest checks in
What Helios does:
- WhatsApp — Direct booking and changes: Availability, rates, policies and modifications handled in the thread, so demand converts direct instead of leaking to an OTA.
- Voice — 24/7 front desk overflow: Calls answered when the desk is busy or closed, with instant transfer to staff for anything that needs a human on property.
- Instagram — Turning social interest into bookings: Story replies, comments and DMs answered in seconds and moved toward a reservation while the guest is still browsing.
- Email — Group and event enquiries: Qualifies group, event and corporate enquiries, collects dates and headcount, and routes the qualified ones to sales.
FAQ:
Q: Does Helios connect to our PMS or booking engine?
A: Yes. Helios reads live availability and rates through your systems' APIs so it never quotes a room or table that is not there.
Q: Can it work in more than one language?
A: It replies in the guest's language, English and Spanish included, without a separate configuration per language.
Q: Will it sound like our brand?
A: Tone, policies and phrasing are configured by you and reviewed before launch.
Q: What about complaints?
A: Complaints and service recovery escalate to your team immediately with the full context, by design.
Q: Can it upsell?
A: Yes — upgrades, late checkout, F&B and add-ons are offered only when they are available and relevant to that booking.

### Ecommerce & retail — https://www.usehelios.ai/industries/ecommerce
Helios is an AI CX and sales agent for ecommerce and retail that recovers abandoned carts, answers product, sizing, stock and shipping questions, resolves order-status (WISMO) and returns requests, and escalates to your team — across WhatsApp, Instagram, email and phone.
Most online revenue is lost in the gap between interest and checkout. Helios closes that gap in the thread, then keeps the post-purchase conversation from turning into a support ticket.
Common problems:
- Carts abandoned with no personal follow-up
- Order-status questions dominate the support queue
- Instagram and WhatsApp demand outpaces the team at campaign peaks
- Returns and exchanges eat agent hours
What Helios does:
- WhatsApp — Cart recovery that converts: A real conversation instead of a discount blast: Helios answers the objection that stopped the purchase and completes the order in the thread.
- Instagram — Social demand to checkout: DMs, comments and story replies answered in seconds, with product links and stock confirmed before the interest fades.
- Email — Order status and returns: WISMO, delivery exceptions, returns and exchanges resolved automatically using live order data, with escalation on anything unusual.
- Voice — Peak-season overflow: Phone volume during launches and sale periods answered without hiring a seasonal team.
FAQ:
Q: Does Helios work with Shopify or WooCommerce?
A: Yes. Helios reads live order, catalog and stock data from your commerce platform so answers match what the customer actually bought.
Q: Can it issue refunds?
A: Only within the limits you set. Anything above your threshold is escalated to a human with the full context.
Q: How does cart recovery work?
A: Helios opens a conversation on the customer's preferred channel, answers the blocking question and completes the purchase, instead of sending a generic reminder.
Q: Will it handle campaign spikes?
A: Yes. Capacity does not depend on staffing, so launch and sale peaks are answered at the same speed as a quiet Tuesday.
Q: Can my team take over a conversation?
A: At any moment, with the full transcript and order context attached.

### Healthcare — https://www.usehelios.ai/industries/healthcare
Helios is an AI agent for healthcare organisations that books, confirms and reschedules appointments, reduces no-shows, answers coverage, preparation and location questions, and escalates every clinical question to qualified staff. It works across WhatsApp, phone calls and email.
Patients call for scheduling, coverage and preparation questions — not for clinical advice. Helios handles the administrative conversation end to end and routes anything clinical to your staff.
Common problems:
- Phone lines saturated with scheduling calls
- No-shows that leave slots empty
- Patients repeating the same preparation questions
- Staff time spent on administrative messages instead of care
What Helios does:
- Voice — Scheduling without hold music: Booking, rescheduling and cancellation handled on the phone in seconds, with real availability from your calendar.
- WhatsApp — Confirmations and no-show reduction: Reminders that accept a reply, so patients confirm, move or release the slot instead of simply not showing up.
- Email — Coverage and billing questions: Administrative questions on coverage, invoices and documentation answered with your approved information.
- WhatsApp — Preparation instructions: Pre-appointment and pre-procedure instructions delivered and confirmed, with clinical questions escalated to staff.
FAQ:
Q: Does Helios give medical advice?
A: No. Clinical questions are escalated to qualified staff by design. Helios handles administrative and logistical conversations.
Q: Can it read our appointment calendar?
A: Yes. It books against real availability in your scheduling system rather than a static list of slots.
Q: How is patient data handled?
A: Access is role-based, every conversation is logged, retention is configurable, and your data is never used to train models. Configuration for your specific regulatory obligations is agreed during onboarding.
Q: Can it reduce no-shows?
A: Confirmation conversations let a patient move or release a slot in one reply, which is what turns a reminder into a recovered appointment.
Q: Which languages does it speak?
A: English and Spanish out of the box, replying in the patient's language.

### Real estate — https://www.usehelios.ai/industries/real-estate
Helios is an AI sales and CX agent for real estate that responds to property enquiries instantly, qualifies budget, timing and financing, books viewings into agent calendars, and handles tenant and owner service requests across WhatsApp, phone, Instagram and email.
Property leads go cold in minutes. Helios answers every enquiry the moment it lands, qualifies budget and intent, and puts a booked viewing on the right agent's calendar.
Common problems:
- Portal and campaign leads answered hours later
- Agents spending their day on unqualified enquiries
- Viewings lost to scheduling ping-pong
- Tenant requests scattered across personal phones
What Helios does:
- WhatsApp — Instant lead response: Every enquiry answered in seconds with the listing detail requested, then qualified on budget, timing and financing.
- Voice — Inbound calls that become viewings: Calls answered around the clock, with the viewing booked into the right agent's calendar before the call ends.
- Instagram — Campaign and listing DMs: Social enquiries answered instantly with price, availability and location, then routed to the responsible agent.
- Email — Tenant and owner service: Maintenance requests, payment questions and documentation handled with escalation to property management when needed.
FAQ:
Q: Does it write to our CRM?
A: Yes. Leads, qualification answers and transcripts are written to your CRM so agents pick up with full context.
Q: Can it book viewings directly?
A: It books into the agent calendars you connect, respecting availability and territory rules.
Q: What if the unit is sold?
A: Helios reads your live inventory and offers comparable options instead of quoting something that is gone.
Q: Can we use it for rentals and property management?
A: Yes — tenant service requests and owner communication run on the same agent with different rules.
Q: How fast is the response?
A: Seconds, on every channel, at any hour — which is the difference that decides most property leads.

### Education — https://www.usehelios.ai/industries/education
Helios is an AI agent for education institutions that answers admissions and programme questions, guides applicants through requirements and deadlines, books advisor calls, and handles routine student services across WhatsApp, phone, Instagram and email.
Admissions is a sales funnel with a deadline. Helios answers every prospective student instantly, keeps applications moving, and takes routine student services off your team's desk.
Common problems:
- Enquiry volume spikes around every intake deadline
- Applications abandoned mid-process
- Advisors answering the same programme questions all day
- Student services drowning in repetitive requests
What Helios does:
- WhatsApp — Admissions enquiries answered instantly: Programme content, requirements, cost and dates answered the moment a prospective student asks, at any hour.
- Email — Application completion: Applicants nudged through missing documents and steps until the file is complete, before the deadline closes.
- Voice — Advisor call booking: Calls answered and advisor appointments booked directly into the calendar, with the applicant's context attached.
- Instagram — Recruitment campaigns: Social interest turned into applications by answering DMs and comments in seconds during recruitment pushes.
FAQ:
Q: Can Helios handle intake deadline peaks?
A: Yes. Response time is the same whether it is a normal week or the last 48 hours before a deadline.
Q: Does it replace admissions advisors?
A: No. It removes the repetitive questions so advisors spend their time on the conversations that actually change a decision.
Q: Can it write to our CRM or student system?
A: Yes, through your existing APIs, so applicant records stay in one place.
Q: Does it work for corporate training providers?
A: Yes — enrolment, cohort scheduling and learner support run the same way.
Q: Which languages does it support?
A: English and Spanish by default, replying in the student's language.

### Automotive — https://www.usehelios.ai/industries/automotive
Helios is an AI sales and CX agent for automotive that responds to vehicle enquiries instantly, qualifies budget, trade-in and financing, books test drives, and schedules and confirms service appointments across WhatsApp, phone, Instagram and email.
A car buyer contacts several dealers at once — the first useful reply usually wins. Helios replies first, qualifies the deal, and books the test drive or service slot.
Common problems:
- Leads shared with three competitors and answered last
- Service scheduling tying up the phone line
- Weekend and after-hours enquiries left to Monday
- Inconsistent follow-up across dealerships
What Helios does:
- WhatsApp — First reply on every vehicle lead: Availability, versions, price and financing answered instantly, with budget and trade-in qualified before an advisor picks it up.
- Voice — Service appointment scheduling: Service bookings, confirmations and reschedules handled on the phone against real workshop capacity.
- Instagram — Model and promotion enquiries: Campaign DMs and comments answered in seconds, then routed to the closest dealership.
- Email — Quote and financing follow-up: Structured follow-up on open quotes and financing applications until the customer decides.
FAQ:
Q: Can it work across multiple dealerships?
A: Yes. Routing rules by brand, location and inventory send each conversation to the right dealership and advisor.
Q: Does it quote financing?
A: It presents the options and figures you approve and hands off to a specialist for the formal application.
Q: Can it handle service as well as sales?
A: Both. Sales qualification and service scheduling run on the same agent with different rules.
Q: What about after-hours leads?
A: They get the same reply speed at 11pm on Sunday as at 11am on Tuesday.
Q: Does it integrate with our DMS or CRM?
A: Yes, through your existing APIs, so advisors work from a single record.

### Logistics — https://www.usehelios.ai/industries/logistics
Helios is an AI CX and sales agent for logistics that answers shipment tracking and ETA questions, qualifies freight quote requests, coordinates delivery exceptions and handles carrier and customer follow-up across WhatsApp, phone calls and email.
Most logistics conversations are the same four questions asked with urgency. Helios answers them from live data and escalates the genuine exceptions to the people who can act.
Common problems:
- Tracking questions consuming the customer service team
- Quote requests answered too slowly to win the load
- Exceptions discovered after the customer complains
- Coordination scattered across phone calls and personal chats
What Helios does:
- WhatsApp — Tracking and ETA on demand: Shipment status and estimated delivery answered from live data, in the customer's own thread, at any hour.
- Email — Freight quote qualification: Lane, volume, weight and timing captured and structured, so your commercial team quotes fast on the loads worth quoting.
- Voice — Delivery coordination: Delivery windows confirmed and rescheduled by phone, with exceptions escalated to operations immediately.
- WhatsApp — Proactive exception alerts: Customers told about a delay before they call, with the next step already proposed.
FAQ:
Q: Does it read our TMS or tracking data?
A: Yes. Helios answers from your live shipment data through your APIs rather than from a static status list.
Q: Can it handle B2B customers?
A: Yes. Account-level context, contracted rates and named contacts are respected in every reply.
Q: What about claims?
A: Claims are escalated to your team with the full history attached — Helios collects the information, your people decide.
Q: Can it notify proactively?
A: Yes, exception and delay notifications can be pushed on the customer's preferred channel.
Q: Does it work in Spanish and English?
A: Both, replying in whichever language the customer writes in.

## Legal
- Terms of service: https://www.usehelios.ai/terms
- Privacy policy: https://www.usehelios.ai/privacy
- Cookie policy: https://www.usehelios.ai/cookies