The next generation of AI agents have evolved far beyond simple Q&A. Modern AI systems are increasingly capable of tackling complex, multi-step customer problems. Yet, few of these agents are well equipped to securely handle one critical step in that process: collecting sensitive information.
Most complex issues require additional artifacts to resolve — such as a screenshot, an identity document, or perhaps a system or application log. That’s where SendSafely Halo comes in. Halo is the secure data exchange layer for AI-powered customer service, keeping customers in your real-time chat while ensuring their sensitive content stays secure, private, and compliant.
AI to solve complex, data-sensitive problems.
Halo adds a one-click secure upload experience to almost any modern AI agent. Sensitive data is encrypted end-to-end and governed by the same policy controls trusted by thousands of SendSafely users.
Why Halo?
Keeps users in flow and NPS high
Turn any AI agent or chat widget into a secure file intake, without disrupting the customer conversation. Opening new windows or tabs breaks focus and increases drop-off. Halo’s on-page modal keeps users engaged in the same conversation, avoiding context switching and confusion.
Secure by design
Halo uses end-to-end encryption and zero-knowledge architecture to safeguard every upload, ensuring only your intended recipients can read your customer content. Fine-grained policy controls like expiration, watermarking, and download restrictions give you total governance.
Works where you chat
Halo integrates seamlessly with modern AI platforms like Ada, Forethought, Zendesk, Intercom, and Amazon Connect. Don’t see your platform? Contact us for a free Halo certification proof-of-concept.
Minimal lift
Halo can be added with low-code or no-code implementation, depending on your chat platform. Get enterprise-grade security with minimal setup.
Agent-to-agent ready
As AI agents collaborate more with human teams, secure handoffs are essential. Whether an AI agent is triaging before escalating to a live agent, or two AI agents are working together, Halo enables file sharing without ever exposing data to the model itself.
Key Outcomes |
Use Cases |
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Higher task completion: On-page flows keep users engaged until resolution. Faster resolution: Agents receive exactly what they need, whether that's screenshots, logs, or IDs, all within the same chat. Lower risk: Sensitive documents never touch vendor storage in the clear. Happier customers: Reduced friction and faster first-contact resolution drive higher NPS and satisfaction scores. |
Customer support: Bug reports, log uploads, screenshots, credentials. KYC & verification: Identity documents, proofs of address, selfies. Fintech & insurance: Onboarding documents, claims evidence, high-res images. B2B SaaS: CSV imports, debug bundles, license files. |
What’s in the Halo Suite
Halo is a full integration ecosystem for AI-powered support. Every component maintains SendSafely’s commitment to end-to-end encryption and zero-knowledge architecture.
Halo Send: On-page secure uploads for any AI agent
When a customer clicks “upload,” a secure modal opens right inside the chat window, no new tab, no break in conversation. Customers can drag and drop files, type messages, and track progress. Everything is encrypted before it leaves their device.
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On-page modal to reduce drop-off and preserve context
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Agent or user-initiated uploads
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Secure links automatically posted back into the chat transcript for agent access
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Support for very large files up to 100 GB
Halo Bridge: Platform-agnostic connectors for handoff & routing
Halo Bridge connects SendSafely’s secure transfer capabilities to any chatbot or AI service platform via standardized APIs. When an issue escalates to a human, Bridge passes the secure file link and metadata to your human support system, keeping everything encrypted and traceable.
Halo Native: Deep integrations for popular platforms
Purpose-built for Zendesk and Intercom, Halo Native provides a seamless, embedded experience that feels like part of your existing interface.
Security, Privacy & Control
Halo extends SendSafely’s industry-leading security model for instant compliance.
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End-to-end encryption, zero-knowledge: Content is encrypted client-side; SendSafely never has decryption keys.
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Policy controls: Expiration dates, watermarking, and download restrictions.
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Auditability: Full access logs for compliance and review.
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No data training: Halo never sends customer content to any LLM for training or inference.
Ready to Get Started?
SendSafely Halo brings secure, frictionless file exchange to your AI-powered customer experience. Keep users in the chat. Keep sensitive content protected. And let your AI agents do more than just respond.
Request a demo to see Halo in action.
SendSafely Halo is available on the SendSafely Business and Enterprise plans. For more information, contact success@sendsafely.com.
SendSafely: Integrated File Transfer for the Apps you Love
If you are looking for a secure way to send or receive files with anyone, or simply need a better way to transfer large files, our platform might be right for you.