How Hay Works

Not Just a Chatbot.
A Complete Support Workforce.

Connect your channels, train your brain, and automate complex actions in 4 simple steps.

Most enterprise AI tools require months of implementation and a dedicated engineering team. Hay is built on a linear "Connect-Train-Act" engine designed for immediate impact.

You don't build a bot; you hire a digital employee that arrives ready to learn.


1

Connect Your Ecosystem

The Foundation

Hay lives where your customers are and works with the data you already have. In just a few clicks, you bridge your communication channels with your business intelligence.

  • Channels: Deploy instantly on Web Chat, or connect asynchronous channels like WhatsApp and Slack (Coming Soon).
  • Data Sources: Plug directly into Shopify, WooCommerce, or Zendesk to give your AI real-time visibility into order status and ticket history.
Explore the Integration Marketplace
Marketplace
All
E-Commerce
Support
S
Shopify
Sync orders & refunds
Configure
Z
Zendesk
Helpdesk ticketing
Install
Woo
WooCommerce
WA
WhatsApp

2

Ingest Knowledge Instantly

The Brain

Train Agent
Drop PDF / CSV
Sync Website
hay.chat/docs
Knowledge Base
Return_Policy_2025.pdf READY
142 KB • Indexed in 2s
hay.chat/docs SYNCING...

Forget manual data entry or complex flowcharts. If you have documentation, you have a trained agent.

  • Any Format: Upload your existing PDFs, CSVs, and text files, or simply point Hay to your Help Center URL.
  • Instant Indexing: The moment you hit upload, the Agent learns. There is no "retraining" downtime.
  • Conflict Safety: Hay creates a "Truth Source" from your documents. If policies contradict, the Agent defaults to safety and flags a human rather than guessing.
See How Documents Work

3

Define Your Agent's Voice

The Persona

Your brand isn't generic, so your AI shouldn't be either. Configure Hay Agents to act as true extensions of your support team.

  • Tone Control: Select from presets like Professional, Casual, or Enthusiastic, or write a custom system prompt to match your specific brand voice.
  • Human Guardrails: You decide the autonomy. Set Agents to "Auto-Send" for speed or "Require Approval" to review drafts before they reach the customer.
  • Smart Handoff: If confidence drops or a customer expresses frustration, Hay hands off to a human instantly, with full context.
Meet Your Agents
Agent Settings
Active
Bale
Agent Name
Support Assistant
Voice & Tone
Professional
Casual
Enthusiastic
Preview
Bale
Hey there! 👋 Totally get how annoying that is. Let me check that order for you real quick!

4

Execute Real-World Actions

The "Secret Sauce"

Playbook Editor
If customer asks for refund
Then check order status
And @
Shopify
Process Refund ⚡️
Zendesk
Create Ticket 📝
Slack
Send Message 💬

This is where Hay leaves standard chatbots behind. We don't just answer questions; we execute tasks using our unique Playbook engine.

  • Text-Based Logic: No complex visual graphs. Write Playbooks in plain English (e.g., "If customer asks for refund...").
  • The Magic @ Key: Simply type @ in your Playbook to summon your integration tools.
  • Real Execution: When triggered, Hay securely calls the API to process a Shopify refund, create a Zendesk ticket, or check inventory in real-time.
Browse the Actions Library

Free your team from repetitive tickets

Let Hay handle WISMO queries and routine requests while your team focuses on VIP customers and complex issues that need a human touch.