
Helios
Helios provides an AI agent that manages inbound customer conversations across WhatsApp, Instagram, calls, and email, handling lead qualification, meeting booking, and CRM synchronization. The platform deploys role-based agents—such as lead qualifier, meeting booker, or customer support—that can be configured in about five minutes with human handoff available. It operates on the official WhatsApp Business Platform and syncs with HubSpot, Salesforce, Zendesk, or custom APIs.
- AI Agents
- Artificial Intelligence
- Sales Technology
- Enterprise Software
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Founders
Founder details are not available yet.
Product
Problem
Revenue teams struggle to manage inbound conversations across multiple channels like WhatsApp, Instagram, calls, and email, often responding hours later or missing leads entirely. Without a unified system, lead qualification is inconsistent, meeting booking requires manual coordination, and every interaction must be separately logged into a CRM, creating friction and lost revenue opportunities.
Solution
Helios deploys an AI agent that sits in the middle of every customer conversation, receiving messages across WhatsApp, Instagram, calls, and email, then deciding what to do—answering questions, qualifying leads, booking meetings, or escalating to a human. The agent is role-based, letting teams hire it for a specific job like lead qualification, follow-up, meeting booking, customer support, or collections. It works with existing tools and CRMs, syncing every interaction automatically, and can be configured in about five minutes with human handoff available when needed. Helios provides 24/7 first response in Spanish and English, grounded in the customer's own data like catalogs and help center content.
Target Audience
Primary customers are revenue, sales, and customer support teams at B2B and DTC organizations that handle high volumes of inbound conversations across messaging, social, voice, and email channels. The service is offered to organizations rather than individual consumers.
Features
- Omnichannel inbox consolidating WhatsApp (on the official WhatsApp Business Platform), Instagram, telephony, and email into a single AI-managed conversation stream
- Role-based agent configurations: lead qualifier, follow-up, meeting booker, customer support, collections, or custom roles defined in plain language
- Automatic lead scoring, qualification, enrichment, and owner assignment within the conversation thread
- Two-way CRM sync with HubSpot, Salesforce, Zendesk, or custom API endpoints, logging every action and touch automatically
- Calendar integration that reads availability, confirms meeting slots inside the thread, and sends reminders
- Grounded responses trained on customer-provided sources like product catalogs and help center articles, with confidence rules and escalation to humans with full context
- Bilingual support (English and Spanish) with 24/7 first response times