Ask Hailo

Ask Hailo is the command bar at the top of your dashboard. Type a question about your business and it answers from your own records: who owes a balance, what is booked in October, which couples never got their film.

Ask a question

1. Open the dashboard (click the Hailo mark or Dashboard).
2. Click the bar with the placeholder Ask Hailo….
3. Type your question and press Return or click the send button.

The dashboard turns into a chat in place. Your question appears, then the answer. Keep typing to follow up; Hailo remembers the conversation you are in. The empty chat reads "What can I help with?" with the line "Leads, invoices, the week ahead."

Questions are capped at 1,000 characters.

What it can answer

Ask Hailo reads your Manage records: leads, clients, proposals, invoices, payments, bookings and the calendar. It looks things up before answering, so it can total balances, list weddings in a date range, or find the couple whose contract is unsigned. It never changes anything while answering.

Good questions look like:

• "Who still owes a balance before October?"
• "What is booked next month?"
• "Which leads have not heard from me this week?"

Threads and previous chats

Every conversation is saved as a thread and given a title from its first exchange.

Control	What it does
Previous chats (the clock icon beside the bar)	Opens the Chats list
Chats list	Your saved threads, newest first. Click one to continue it
New	Starts a fresh thread
Back	Returns to the normal dashboard
The sidebar toggle	Hides or shows the Chats list

When you have none yet the list reads "No saved chats yet."

Things Hailo offers to do

Sometimes an answer comes with a card: a proposal to draft an email, add a note, or similar. Hailo never performs these on its own. Nothing happens until you click the card's button, and dismissing the card leaves everything untouched. Think of the card as a suggestion you approve, one at a time.

Monthly limit

Each plan includes a number of Ask Hailo questions per month. When you have used them all, the bar shows a wall instead of a reply: "You've used all your Ask Hailo questions this month." The count resets with your billing cycle, and your current usage is on Settings > Billing under the meters. See Usage meters.

Ask Hailo is not included on the Edit plan, because it answers questions about Manage data. Studio and Pro include it. See Plans and pricing.

If it didn't work

"Hailo had trouble with that one. Try rephrasing." The question could not be answered as written. Ask it more directly, or name the couple or month you mean.

"Hailo couldn't reach the assistant. Give it a second and try again." A connection blip. Wait a moment and send again.

The answer is wrong. Ask Hailo reads what is in Manage. If a payment was never recorded, it cannot know about it. Fix the record and ask again.

The bar is missing from the dashboard. Your plan does not include Ask Hailo. Upgrade from Settings > Billing.