What is an AI-native OS?

A system that holds customer memory, work, workers, tools and review together, so AI workers can act on live context and people stay in control. Heliyos is built this way from the start rather than adding AI to a CRM.

Founders, revenue leaders and GTM operators at B2B teams who want to hand real revenue work to AI workers without losing control of what goes out.

Is Heliyos a CRM replacement?

It can be your system of record, or it can connect to HubSpot and keep that record current while workers act on Heliyos context.

What do the AI workers actually do?

Parker keeps company, people and deal records current after every email and meeting and creates tasks. Taylor finishes tasks: follow-up emails, scheduling, proposals and documents. Custom workers take any role you describe.

How do I stay in control?

Every important action waits in Reviews with its evidence. You start with everything reviewed and hand off more per worker and per action as the results come in.

How much does Heliyos cost?

Usage-based pricing on completed work, not seats. Heliyos is in closed beta; join the waitlist or write to soham@heliyos.ai for current pricing.

Closed beta

The AI-native OS for revenue teams

Deploy your first AI worker, today.

One system holds your customer memory, your work and your workers. Taylor and Parker run on it from day one: they watch accounts, keep records current, draft the follow-ups and finish the tasks. Important decisions wait for a person. See the OS

Closed beta, we review every request and reply by email.
Usage-based pricing · no seats · every worker action shows its evidence.

Backed by

Your custom workerCustom worker

TaylorAccount Executive

Drafting follow-up

ParkerPlatform Admin

Updated 3 fields

TaylorAccount Executive

Meeting scheduled

ParkerPlatform Admin

Scout signals · researching

TaylorAccount Executive

Finding people to reach

Workers · deploy in one click

Two workers, ready on day one.

Taylor and Parker come with every workspace and run on the OS. Each has a job, the tools it may use, and a review step you control.

Taylor

Account Executive · worker

Included

Works every task on the board like a seasoned seller. It reads the brief and the account memory, then writes the email, books the meeting or produces the document the task asks for, and you approve before anything reaches a customer.

Drafts the follow-up email after a call, in your voice, with the proposal attached.
Finds a slot on your calendar, holds it and sends the invite once you approve.
Writes the proposal, one-pager or deck the deal needs, from your pricing and docs.

Hire Taylor Know more about Taylor

Parker

Platform Admin · worker

Included

Keeps the customer memory true after every email and meeting. It rewrites the account summary, updates the people and deal fields, moves the stage only when the evidence supports it, and creates the one task that should follow, for a person or Taylor.

A meeting ends: the summary, the attendees’ roles and the next step are on the account in minutes.
A prospect replies: the thread is summarised, the deal stage is reconsidered, Taylor gets a task.
A new contact appears in a thread: the person is created, enriched and linked, no duplicates.

Hire Parker Know more about Parker

Custom workers

Need a third pair of hands? Describe the job.

A custom worker is stored and runs on the OS exactly like Taylor and Parker: same memory, same tools, same review step. Write the role in plain words and deploy it.

How custom workers work

01Name the role"Renewals Manager". What it owns, in two sentences.
02Pick triggers and toolsEvents, a schedule or a mention. Only the tools the job needs.
03Set what needs reviewStart with everything reviewed. Hand off more as trust grows.

Workers work together

A team, with handoffs.

Workers are not isolated bots. They hand work to each other, stop and hand it to a person when it matters, and share one memory and one knowledge base, so the work moves without anyone re-explaining the account.

Parkerread the QBR transcript and created the task

Taylorwrote the proposal and the cover emailNeeds review · Sohamapproves, and it sends

Workers hand work to each other
Parker reads a meeting and creates the follow-up task; Taylor picks it up, does the work and reports back what Parker should change on the account. The handoff is visible in the thread: "Parker handed off to Taylor".
Workers hand work to a person
When an action matches a review rule, or a worker is unsure, it stops and hands the decision to the account owner in Reviews, with the evidence and its open questions. A person approves, edits or answers, and the run continues.
They share one memory and one knowledge base
Every worker reads the same account memory and the same organisation knowledge: your pricing, docs, custom fields and files. What one worker learns on an account, the next one knows.
You can talk to them, and they talk to each other
Mention @Taylor or @Parker in chat or on a task and they reply with what they did and why. On a task, workers talk among themselves to split the steps, and the conversation stays on the task for you to read.

The problem

Context keeps growing faster than teams can hold it.

Emails, meetings, LinkedIn, product signals, and support notes all describe the same customer, but never in one operational state.

Overlapping handoff cards showing fractured customer context across email, meetings, LinkedIn, product usage, and support

Current situation

So the work gets stitched by hand.

Someone reads the thread, checks the meeting, finds the signal, writes the next step, assigns the owner, and remembers the source.

Manual assembly desk showing customer work stitched together from email, meetings, LinkedIn, and owner follow-up fragments

Heliyos is an AI-native operating system for modern B2B companies.It connects to the places your customer context already lives and keeps it available to persistent AI workers.Those workers have their own computer, use the same tools and files you do, and complete the work humans usually stitch together across systems.AI employees on top of your customer context, returning full deliverables and outcomes instead of another tool for your team to use.

Target accounts enter a continuously monitored watchlist, then Heliyos keeps memory, workers, and reviewable work moving around the accounts that matter.

How watched accounts become completed customer work.

Add target accounts to a continuously monitored watchlist. Heliyos gives persistent AI workers customer memory, their own computer environment, and the tools and files they need to finish long-running revenue work.

01Watchlist monitors the accounts that matter.
02Worker environments connect communication, GTM, web, and files.
03Customer memory unifies conversations, signals, and updates.
04Task board shows AI workers operating real customer work.
05Deliverables return as reviewable revenue work.
06Memory loop updates the account before the next run.

Watchlist showing target accounts, assigned AI workers, and scoped account environment

/01

Target accounts enter the watchlist.

Accounts become actively worked, not passively stored. Dedicated workers are assigned with a scoped account workspace and the systems they are allowed to use.

Connected tools feeding customer context into a unified account workspace

/02

Workers monitor the full customer stack.

Email, meetings, CRM, LinkedIn, calendar, files, support, product signals, and the web feed the account state so workers can act with current context.

Unified activity timeline with customer conversations, signals, and autonomous updates

/03

Every conversation becomes one operational truth.

Customer context is captured into a single timeline: conversations, signals, agent updates, tasks, and source traces stay attached to the account.

Agent task board showing AI workers operating kanban tasks with a connected human approval queue

/04

Tasks move through AI-operated work queues.

Workers pick up multi-step customer work, keep progress inspectable, update attributes after interactions, and pause for human approval when judgment is needed.

Generated customer deliverables including follow-up, deal updates, quote draft, and calendar invite

/05

Revenue work returns as deliverables.

Follow-ups, CRM updates, quotes, meeting invites, summaries, and account briefs come back packaged with sources, trace, and approval state.

The account timeline after a run: AI summary, then every email, meeting, note, signal and worker update in order

/06

The account memory updates before the next run.

Every completed run refreshes relationship history, buying committee, account state, sources, and the next trigger, so the loop starts smarter next time.

Customer-facing work, finished without the manual stitching.

Heliyos workers use customer memory, connected tools, and a dedicated environment to turn scattered context into finished follow-ups, updates, briefs, and account work.

See it in action

Heliyos AI worker turning scattered customer context into finished account work.

Before the call

Account briefs prepared from customer memory.

After the meeting

Follow-ups, CRM updates, and tasks drafted for review.

While you work elsewhere

Workers monitor accounts and surface what changed.

AI workers find the work, set the goal, and keep moving.

Heliyos workers turn live customer context into tasks, set their own goals, track progress over time, coordinate with other agents, and return finished outputs when the work is ready for review.

Heliyos task run created from a customer signal with progress, artifacts, sources, and next update.

Task created by AI

A signal becomes a task.

Workers detect customer context, create the next piece of work, and start a run with clear goals and progress.

Multiple Heliyos agents coordinating on active customer work with running and waiting states.

Agent swarm

Agents coordinate over time.

Specialized workers break down the goal, take on different parts, and keep progress visible as the work runs.

Outputs ready

Outputs return for review.

Artifacts, CRM updates, notes, and follow-ups are delivered with sources, trace, and review state attached.

One system for the work around every account.

Heliyos brings the surfaces your team keeps switching between into one operating layer: watched accounts, autonomous tasks, one chat for every account, meeting capture, scouts, research columns, inbox context, and contact enrichment.

01WatchlistChoose target accounts for continuous monitoring and assign persistent AI workers around them.Learn more

02Autonomous TasksWorkers pick up tasks from the board, run them step by step and stop for your approval when it matters.Learn more

03Ask HeliyosOne chat for every account: ask a question, hand over work, and watch the workers coordinate and report back.Learn more

04Native meeting recorderRecord customer conversations, capture transcripts, and turn meetings into structured notes.Learn more

05ScoutsKeep watch on accounts and market segments so fresh funding, hiring, leadership, product, and buying signals turn into timely action.Learn more

06AI research columnsPrompt columns inside company tables to qualify accounts, research context, and write structured fields.Learn more

07Unified inboxBring email, meetings, signals, and worker updates into a single account conversation timeline.Learn more

08Contact enrichmentFind and verify missing work emails so workers can reach the right people with confidence.Learn more

Heliyos watchlist with target accounts, account state, and assigned AI workers.

WatchlistChoose target accounts for continuous monitoring and assign persistent AI workers around them.Learn more

Integrates with your current stack

Heliyos lives at the source of data. Connect your existing tools and workflows without moving customer context into another silo.

Available now

Gmail

Outlook

Google Calendar

Microsoft Calendar

Zoom

HubSpot

Typeform

Google Drive

OneDrive

Coming soon

Slack

Microsoft Teams

Notion

Linear

Stripe

Intercom

Zendesk

Everything you need to know

Answers to the questions founders usually ask before letting AI workers touch customer context, tools, and revenue work.

Who is Heliyos for?

Heliyos is built for AI-first companies that want customer work to run from live context, not from manual updates across disconnected tools.

Is it like a CRM?

Heliyos is an AI-native OS. It can be your system of record, or it can connect to your existing CRM and make it useful by bringing customer context, tools, and AI workers into one operating layer.

What do you integrate with?

Heliyos connects to inboxes, calendars, meetings, LinkedIn, HubSpot, Zoom, and the places customer context already lives. Slack, Teams, and WhatsApp are planned next.

How much does it cost?

Heliyos is currently in closed beta with usage-based pricing. You pay for completed work you can attribute to an outcome, not for seats. For pricing details, contact soham@heliyos.ai or join the waitlist.

How can I get access?

Join the waitlist and we will review your request. If you are a strong fit for the early user group, you can also email us or book a demo and we can prioritize the conversation.

How can I contact support?

You can contact us at soham@heliyos.ai.