In the order you meet it: connect your store, see who quietly matters, act on it where your team already works, and let the rest run in the background. Halia reads your own store live, scores it, and forgets, in minutes.
Nothing here needs a developer.
Connect your store
One click, read-only, revocable any time
Halia reads your orders and customers to score them. Shopify installs in one click; WooCommerce, BigCommerce, Centra and SCAYLE connect with a key. It can only read, never write or charge, and you can disconnect whenever you like.
Tell Halia what your house offers
A short questionnaire, in your trade's own words
Seven quick questions that branch on what you sell: a jeweller is asked about polishing, resizing and valuation, a fashion house about alterations and monogramming. You mark each service complimentary, complimentary for a top client, or chargeable, and pick a house voice. This is what lets Halia offer the right things and never promise something you charge for. Every question is skippable, and you can revise it any time in Settings.
Set your preferences
Threshold, sign-off, benchmarks, message templates
Choose the spend level that separates a known VIP from a hidden one, your sign-off name, your own value benchmarks, and edit the 28 ready-made outreach templates that ship with the account.
Halia scores your whole book and surfaces the people worth your attention.
Overview
One screen: what deserves your attention today
The headline numbers, the clients who have gone quiet, the baskets left open right now, how value is spread across grades, where your clients are, and the strongest signals firing across the book. Charts appear only where there is something to show.
The client list
Every surfaced client, filtered and sorted your way
Filter by grade, city, signal or recency, sort by score, value or last order, and download the lot as a spreadsheet. Each client is one click from their full profile.
Ask in plain EnglishAI
Describe who you're after, Halia sets the filters
Type "hidden A-tier clients in London who haven't been contacted" and the list filters itself. Halia never invents a client: it only chooses from filters the page already has, so the worst case is a view that finds nothing.
The client profile
Who they are, why, and what to do next
Their grade and score, and why they surfaced laid out as evidence you can check: a work email at a firm that pays, a prime address, deliveries to notable places. A one-line read of what makes them matter, their order history, and a place to log a "good call" that teaches Halia your book. Enlarge it for the full record.
Where they are
Your clients on a map
See how your best clients cluster by area, so a trunk show, a pop-up or a private evening lands where the value already is.
Orders & open baskets
Recent orders, and the checkouts left unpaid
The latest orders at a glance, and the baskets a client reached but did not pay for, so a quiet, timely note can recover them while they are still warm.
This weekAI
A Monday briefing, in a few lines
What deserves attention this week, counted from your own book: top clients who ordered, proven clients gone quiet, the money sitting in open baskets. Every figure is real; the AI only phrases them.
A full clienteling desk, in the dashboard and in a companion that follows your team.
Campaigns
Target a moment, then watch it work
Build a campaign around a grade or a signal, then monitor the sales and the reactivations it drives, with links that attribute the purchases back to it.
Catalogues
A shareable selection, on your own domain
Curate your products into a catalogue, style it to your brand, and share it as a web page or a print-ready PDF from your own storefront address, personalised to the client it is sent to.
The Concierge
A companion that follows your team
A slim panel that rides alongside your store admin, WhatsApp, Gmail and more. The moment a client appears on screen it tells your associate who they are, their grade, why, and the next move. No copy of the customer is kept: it reads the person on the page and asks your account live.
The briefAI
Read this conversation, and know what to do
One press turns the conversation on screen into three things: where the relationship stands, the next moves worth making (each a button that carries them out), and a reply ready to send, written for this person, in your house voice, offering only what you actually provide. If a written brief is ever unavailable, it falls back to your own book and templates, so the button is never dead.
Suggest, cart & bespoke catalogueAI
Put the right pieces in front of them, in seconds
Halia suggests a handful of pieces for the client, each with a reason your associate can say out loud, drawn from what they have bought and what they just asked for. Add the ones you like, then send them as a ready-to-pay cart or a bespoke catalogue addressed to the client. It only ever suggests products that are genuinely in your store.
Templates, where you type
The right message, one click into the reply box
Your outreach templates, searchable and filled with the client's name, dropped straight into WhatsApp or Gmail. Cancellations, exchanges, gifting, appointments, win-backs, and more than two dozen scenarios besides.
Pipeline & outreach log
So the whole team stays in step
Add a client to your outreach list or a running campaign in one click, and log that you contacted them, with a reason, so nobody messages the same client twice. It writes into your own store, never into Halia.
Team mode
Keep everyone looking after the same clients
Inside Slack or Teams the panel turns to your team: a shared contact log, a to-do list built from your book, and messages ready to paste, so a small team can clientele like a large one.
Everywhere your team already works
Store admin, WhatsApp, Gmail, Instagram, Calendar, helpdesks
The same intelligence appears in your store admin, WhatsApp Web, Gmail, Instagram DMs and Google Calendar, and in the support and marketing tools your team uses: Gorgias, Zendesk and Klaviyo. Support sees when a ticket is from an A* client; a marketer sees who quietly matters while building a flow.
Radar & look-up
Halia finds you, not just the other way around
A desktop note the moment a high-grade client places an order, wherever you are in the browser. Grade dots down your Gmail and WhatsApp inbox so the best client is answered first. And a right-click "look up in Halia" on any name, email or number, on any page.
Alerts
Know the moment a VIP orders
An email and a desktop notification when a high-grade client places an order, so the personal note goes out while it still feels personal.
Write back to your store
Halia's intelligence, where the rest of your stack can use it
Grade tags and segments pushed into your own Shopify, ready-made Shopify Flow recipes, and pipeline notes saved onto the customer, so a hidden VIP is visible to your email tool, your POS and your team, not just to Halia.
Integrations
Sits beside the tools you have
Klaviyo and Mailchimp for email and segments, HubSpot for your CRM, Slack for team alerts. Connect what you use; ignore the rest.
Read live, then forgotten
Scored in the moment, then gone
This is the difference, not a footnote. Halia reads your own store in the moment, works out who matters, shows your team, and forgets, in minutes. The only thing it keeps is your own settings and your encrypted store connection.
Plans & billing
Priced to the value, not the volume
Flat tiers by the size of your book. The recent-window view is open; the full history and the deeper features are the upgrade.