+
+

Related Products

  • Zendesk
    7,958 Ratings
    Visit Website
  • Sendbird
    166 Ratings
    Visit Website
  • Universal Knowledge
    16 Ratings
    Visit Website
  • Denodo
    387 Ratings
    Visit Website
  • Serviceaide
    244 Ratings
    Visit Website
  • ISL Light Remote Desktop
    1,576 Ratings
    Visit Website
  • Eventgroove
    13 Ratings
    Visit Website
  • Dialpad Support
    1,600 Ratings
    Visit Website
  • Pensero
    3 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website

About

HaloCSM is customer service management software that consolidates helpdesk ticketing, omnichannel communication, case management, and self-service in one platform. Email, live chat, voice, WhatsApp, social messaging, and web forms feed a single queue, giving agents one view of every customer interaction. A branded self-service portal delivers knowledge base articles, ticket tracking, and AI-assisted search so customers resolve routine queries without an agent. AI agents answer first-line inquiries, draft replies, summarize threads, and hand over to a person when needed, with AI included in the license rather than metered per resolution. Visual builders configure workflow automation, routing, escalation, approvals, and multi-SLA rules without code. Reporting covers CSAT, first contact resolution, and response and resolution times. HaloCSM adds a REST API, webhooks, sandbox environments, audit logging, custom roles, and cloud, private cloud, or on-premise deployment.

About

An AI knowledge management platform created by CX experts with 10+ years of experience in omnichannel customer service. Great customer experience is no longer a differentiator — It’s a must. When every conversation matters – Knowmax ensures seamless customer interactions with guides and self-care assistance across touch points. Empower support advisors and customers with AI backed knowledge management system. Semantic Search helps improve the findability of information, reduces time to access right information and ensures accurate resolution in the first contact. Ensuring harmony in the information going to the customer from assisted and digital Channels, else experience goes for a toss. Empowering your Champions with the right tools which helps them to take the next best action within a few clicks while solving customer’s query.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Customer service, support, and contact center teams of any size, in any industry, that need omnichannel ticketing, self-service, SLA management, and AI in one platform.

Audience

Telecom, banking and insurance companies in need of an AI knowledge management platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • AI-guided knowledge management is a standout feature, enabling teams to easily access the most accurate and relevant information across multiple channels, ensuring a consistent and mistake-free customer experience.

Cons

  • While Knowmax offers impressive functionality, the interface can be overwhelming for new users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Company Information

Knowmax
Founded: 2017
India
www.knowmax.ai

Alternatives

Enghouse eKMS

Enghouse eKMS

Enghouse Interactive

Alternatives

Neuron7

Neuron7

Neuron7.ai
Shelf

Shelf

Shelf.io
Thread

Thread

Thread Magic
RightAnswers

RightAnswers

Upland Software

Categories

Categories

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

Freshdesk
Salesforce
Amazon Seller Central
Azure AI Translator
ChatGPT
ConnectWise Automate
Forethought
Genesys Cloud CX
HaloITSM
HubSpot CRM
Instagram
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft Teams
Prometheus
Sherweb
Slack
Splunk Cloud Platform
Zapier

Integrations

Freshdesk
Salesforce
Amazon Seller Central
Azure AI Translator
ChatGPT
ConnectWise Automate
Forethought
Genesys Cloud CX
HaloITSM
HubSpot CRM
Instagram
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft Teams
Prometheus
Sherweb
Slack
Splunk Cloud Platform
Zapier
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Knowmax and update features and information
Claim Knowmax and update features and information