Helios is a customer visibility platform that helps B2B companies continuously measure how their clients perceive their value proposition through automated surveys sent via WhatsApp, email, QR codes, and other channels. The platform centralizes feedback, generates real-time risk alerts, and uses AI-powered conversational agents to detect at-risk accounts before they churn, delivering response rates up to 10x higher than traditional email surveys.
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Sales Technology
- Software Only
Funding
Founders
Product
Problem
B2B companies rely on isolated conversations, spreadsheets, or annual surveys to understand their clients, leaving large gaps in visibility between measurement points. Critical feedback goes unnoticed until a client complains, doesn't renew, or simply leaves—at which point the decision has already been made, and dispersed information across CRM, Excel, and individual executives means there is no single source of truth about the relationship.
Solution
Helios provides a continuous customer measurement platform that captures feedback through multiple integrated channels and converts it into actionable alerts for account teams. Companies configure automated surveys tailored to each client, segment, or contact type, and responses are processed in real time to classify risk, opportunity, or signals. AI-powered conversational agents follow up on responses, probe ambiguous answers, and escalate critical issues without manual intervention. Account executives receive immediate notifications when risk emerges, along with dashboards showing portfolio coverage, trends per client, and personalized segmentation by what each customer actually says about the relationship.
Target Audience
Helios serves B2B commercial teams, account managers, and customer success leaders in companies with 500 or more clients who need to identify at-risk accounts, understand relationship health at scale, and move from reactive to proactive account management.
Features
- Multi-channel feedback capture via WhatsApp, email, QR codes, links, in-app, and phone calls to maximize response rates
- AI conversational agents that send, resend, and escalate surveys automatically, achieving 25-35% response rates per send versus 2-5% for traditional email
- Real-time risk alerting that notifies account executives within hours of critical feedback, enabling proactive intervention before non-renewal
- Per-account and per-contact segmentation of NPS and CSAT data, with trend tracking against each client's own history rather than aggregate averages
- Personalized survey configuration by company, segment, client type, or individual contact, adapting measurement to each relationship's context
- Centralized dashboards showing portfolio coverage, friction dimensions (delivery, support, billing, contract), and longitudinal progression for each account