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KELEVO AI AGENTS · BUILT ON ZOHO

AI agents that work
inside your Zoho.

Digital team members that read, decide and act across Zoho CRM, Books, Desk, People and more. They plan their steps, use your real data and ask a person before anything important happens.

Book an AI agent demo Explore the agents
12 ready-to-deploy agentsZoho Zia Agents + CatalystHuman approval built in
Agent command centreLive simulation · sample data12 agents online
SALES & CRM
FINANCE
CUSTOMER SERVICE
PEOPLE & OPS
LEAD QUALIFIER
Hot lead routed in 42 seconds and a welcome email sent
just now
EXECUTIVE INBOX
7:30 AM briefing: 3 priorities, 2 meetings, 1 risk
2 s ago
INVENTORY REORDER
4 purchase orders raised and a stock-out avoided
4 s ago
RESUME SCREENING
Shortlist ready in minutes, not days
6 s ago
HR HELPDESK
Answered in 5 seconds, no HR ticket needed
8 s ago
HOW A KELEVO AGENT THINKS

Perceive. Reason. Act. Check. Learn.

Every agent runs the same disciplined loop, so its work is predictable, explainable and safe to trust with real business processes.

STEP 1PerceivePicks up a trigger: a new lead, ticket, bill, email or a question.
STEP 2ReasonPlans the steps, decides what data it needs and which tools to use.
STEP 3ActReads and updates your Zoho apps, drafts messages and creates records.
STEP 4CheckScores its confidence and asks a person to approve sensitive steps.
STEP 5LearnLogs every step and improves from your team’s corrections.
ADVANCED AI CAPABILITY

More than a chatbot. A digital team member.

Six capabilities around one AI core, working together on every task.

AI TYPES USED
Agentic AITool useRetrieval (RAG)Human in the loopGuardrailsFeedback learning
01Reasoning and planningAgentic AIBreaks a goal into steps, decides what to look up next and explains why it acted.
02Works across your Zoho appsTool useReads and updates CRM, Books, Desk, People and more, the same way your team would.
03Grounded in your dataRetrieval (RAG)Answers only from your records, documents and policies, never from guesswork.
04Human in the loopHuman in the loopSensitive actions such as discounts, payments and replies wait for a person to approve.
05Guardrails and audit trailGuardrailsWorks within your Zoho roles and limits, and logs every step it takes for review.
06Learns from feedbackFeedback learningEvery correction your team makes improves the next answer and the next action.
CHOOSE YOUR AGENT

12 agents, ready to deploy.

Each one is shaped to your process, connected to your Zoho apps and launched with a human-approval pilot first.

PEOPLE & OPERATIONS4 agents
HR Helpdesk AgentAnswers leave, payroll and policy questions from Zoho People instantly, and completes simple requests without an HR ticket.Zoho People · Zoho Payroll · Zoho CliqSee it work →Resume Screening AgentShortlists candidates in Zoho Recruit against the job description and explains every score, so recruiters spend time only on the best fits.Zoho Recruit · Zoho Mail · Zoho BookingsSee it work →Inventory Reorder AgentWatches stock across warehouses, forecasts demand and raises purchase orders before you run out, within the budgets you set.Zoho Inventory · Zoho Books · Zoho AnalyticsSee it work →Executive Inbox AgentTriages a leader’s inbox, drafts replies to routine mail and sends a short morning briefing of what needs attention today.Zoho Mail · Zoho CRM · Zoho CalendarSee it work →
FROM IDEA TO LIVE AGENT

A safe path to real automation.

We start small, keep people in control and scale only what works.

STEP 1DiscoverWe find the process where an agent saves the most time and risk.
STEP 2DesignWe define the agent’s goal, tools, data and guardrails with you.
STEP 3Connect and trainWe connect your Zoho apps and ground the agent in your data and policies.
STEP 4PilotThe agent runs with a person approving every action until results are proven.
STEP 5ScaleWe widen what it does on its own, only where it has earned trust.
TRUST AND CONTROL

Built on Zoho. Governed by you.

Data stays in your ZohoAgents run on Zoho Zia Agents and Zoho Catalyst, inside your Zoho account.
Role-based accessAn agent can only see and change what its Zoho role allows.
Full audit trailEvery step, tool call and approval is logged for review.
You stay in controlPause, adjust or switch off any agent at any time.
FAQS

Questions we often hear.

Short, direct answers. Still unsure? Talk to our team.

What are AI agents on Zoho?

They are assistants built on Zoho Zia Agents and Zoho Catalyst that read your Zoho data, decide the next step and act in apps such as Zoho CRM, Books, Desk and People, for example qualifying leads, chasing collections or answering HR questions.

Is our data safe with a Zoho AI agent?

The agents run on Zoho Zia Agents and Zoho Catalyst inside your Zoho account, and an agent can only see and change what its Zoho role allows.

Does Kelevo build custom agents?

Yes. Kelevo designs, builds, deploys and manages Zoho AI agents around your own process, starting with an AI readiness call.

START WITH ONE AGENT

Which process would you hand to an AI agent first?

Book a 30-minute session. We pick one high-value process and show you an agent doing it on data like yours.

Book an AI agent demo →