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Make

Build visual automation scenarios triggered by your AI Halies.

Overview

Make is a powerful visual automation platform that lets you design complex, multi-step workflows using a drag-and-drop canvas. Unlike linear automation tools, Make supports branching logic, filters, and data transformation — making it ideal for teams that need more control over how their AI Halie data flows through their systems. With Halies connected, you can build scenarios that respond to agent events in real time.

Configuration Steps

  1. Go to Integrations → Make in your Halies dashboard

  2. Click Connect and authenticate with your Make account

  3. In Make, create a new Scenario and add Halies as the trigger module

  4. Select the trigger event (e.g., New Agent Session or Task Escalated)

  5. Add subsequent modules for your desired actions (e.g., update a database, send an email)

  6. Use Make's built-in data mapper to connect Halies fields to each module

  7. Run the scenario once to test, then schedule or activate it