Halley AI™ Platform · Custom Implementation

Enterprise AI,
grounded in your own data.

Halley connects your content, systems, and intake workflows — so teams answer questions, surface insights, and qualify opportunities with source-linked answers and controlled data boundaries.

Powered by OpenAI Hosted in the U.S. HIPAA-capable No training on your data
Halley Halley Source-linked

“How many association members renewed in Q2, and which segment lagged?”

1,284 members renewed in Q2 (92.4% retention). The Associate tier lagged at 81% — driven by the April cohort. Renewals are trending up 6.1% vs Q1.

renewals_q2.csv Member_Handbook.pdf · p.12
Verified from 2 connected sources
Governed accessControlled data boundaries

Trusted across healthcare, associations & regulated operations

  • Health Plan Alliance
  • HealthHelp
  • AGTA
  • Modpack Group
  • Insurance Training Institute
150+
Client deployments delivered
100+ yrs
Combined team experience
Millions
Healthcare transactions supported
100%
Single-tenant, client-controlled

See customer results

The Platform

One platform, three operational jobs.

Answering repeated questions, understanding operational data, and turning interested visitors into qualified conversations — connected to your trusted sources.

Halley Assist

Answer questions from approved FAQs, documents and structured data — every response carries source context.

Best forSupport deflection, member help, public FAQs, internal knowledge.

Halley Insights

Turn operational data into clear answers, summaries and reporting workflows — without waiting on a custom dashboard.

Best forKPI questions, event analytics, exec summaries, content-gap discovery.

Halley Convert

Replace static forms with AI-guided intake that validates responses, filters spam and captures real context.

Best forLead capture, demo requests, support triage, secure intake.
Halley Insights™

Ask your data a question. Get a grounded answer.

No SQL, no dashboard backlog. Halley reads your connected tables and documents, then returns answers, summaries and trends — with the sources it used.

Source-linked & auditable
Every figure traces back to a connected table or document.
Answers in seconds
Ad-hoc questions resolved without a custom report.
Where your team works
Summaries and handoffs delivered to Slack and your CRM.
halley · insights / Q2 member report
Renewals
1,284▲ 6.1%
Retention
92.4%
At-risk
63
Halley summary

Q2 retention held at 92.4%. The Associate tier underperformed at 81% — concentrated in the April cohort. Recommend a targeted renewal outreach before the July lapse window.

Trust & Control

Built for regulated workflows.

For healthcare and regulated operations, Halley is designed around approved data access, controlled prompts and clear escalation — with HIPAA-capable deployment planning.

No training on your data

Your content is used to answer — never to train shared models.

Controlled data boundaries

Assistants are scoped to approved sources and access rules.

HIPAA-capable deployment

Custom implementation paths for sensitive environments.

Source-linked & auditable

Every answer shows the records and documents behind it.

Customer Proof
“Halley turned our processed documents, tables and summaries into grounded answers with citations — a single-tenant knowledge platform our team actually trusts.”
Health Plan Alliance · Knowledge Query Platform

A single-tenant Knowledge Query Platform with vector storage kept on client-controlled infrastructure — a HIPAA-capable implementation scoped to approved sources from day one.

Implementation

From demo to production — with controls.

Halley is a guided implementation, not a drop-in widget. We design the architecture, data boundaries and handoffs around your workflow — then launch and improve on real usage.

  1. 01

    Discovery

    We map the workflow, users, source systems and risk boundaries — and what's explicitly out of scope.

  2. 02

    Architecture

    We define prompts, tools, data access, integrations, retention and human handoffs before buildout.

  3. 03

    Build & validate

    We implement and test against real questions, edge cases, expected handoffs and failure modes.

  4. 04

    Launch & improve

    We monitor usage, content gaps and escalation quality so it improves on evidence, not guesswork.

What a custom engagement produces Implementation blueprint · Prompt & tool specs · Production launch plan
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Plans

Secure lifetime pricing for early teams.

Compare plans and add-ons. Paid annually in advance.

Essentials

$300/mo

Empower Your Vision

Up to 1,000 queries / mo

FAQ Knowledge Base

AI-Driven Intake Flows

Enterprise

$2,500/mo

Tailor-made Tools

Up to 15,000 queries / mo

AI Data Analyst

Response & Uptime SLA

See Halley on your own content.

A short, guided walkthrough on your data — answers, insights and intake, with controlled boundaries from day one.