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PEOPLE & OPERATIONS · KELEVO AI AGENT

Executive Inbox Agent

Triages a leader’s inbox, drafts replies to routine mail and sends a short morning briefing of what needs attention today.

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Built on Zoho Zia AgentsHuman approval built inWorks 24×7
Executive Inbox AgentSample run · live simulationWorking · step 1 of 7
TRIGGER
86 new emails since 7:00 AM
Zoho Mail
REASONING
Triaged: 9 need you, 31 for information, 46 newsletters
ACTION
Linked client emails to their deals
Zoho CRM
ACTION
Drafted replies to 6 routine requests
Zoho Mail
HUMAN APPROVAL
You review the drafts before anything is sent
ACTION
Checked today’s meetings and conflicts
Zoho Calendar
RESULT
7:30 AM briefing: 3 priorities, 2 meetings, 1 risk
Zoho Cliq
Zoho MailZoho CRMZoho CalendarZoho Cliq
WHAT IT DOES

Less admin. Better decisions.

Inbox triageSorts what needs you from what is just for information, every morning.
Drafts that sound like youPrepares replies to routine mail for you to approve in one click.
Daily briefingA short summary of priorities, meetings and risks before your day starts.
HOW IT WORKS

Four steps, fully automated.

The agent follows the same steps your best team member would, every time, at any hour.

1ReadEvery new email
2TriageNeed you, FYI, noise
3DraftReplies for approval
4BriefYour morning summary
PEOPLE & OPERATIONS AI, UNDER THE HOOD

The AI behind smoother people and operations.

Six kinds of AI work together inside the Executive Inbox Agent, each handling one part of the process. A person approves anything that matters.

AI TYPES USED
NLPPredictive MLGenerative AISummarisation AIAgentic workflow
01Email triageNLPSorts every email into needs-you, for-information and noise.
02Priority predictionPredictive MLLearns which senders and topics matter most to you.
03Reply draftingGenerative AIDrafts replies in your tone for routine requests.
04Thread summariesSummarisation AITurns long threads into three lines with the decision needed.
05Calendar reasoningAgentic workflowChecks meetings, spots conflicts and proposes times.
06Daily briefingGenerative AIWrites a short morning briefing of priorities, meetings and risks.
CONNECTS WITH

Works where your data already lives.

Zoho MailZoho CRMZoho CalendarZoho Cliq
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.
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FAQS

Questions we often hear.

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

What does the Executive Inbox Agent do?

Triages a leader’s inbox, drafts replies to routine mail and sends a short morning briefing of what needs attention today.

Which Zoho apps does the Executive Inbox Agent work with?

It works with Zoho Mail, Zoho CRM, Zoho Calendar and Zoho Cliq.

Is our data safe?

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

Can it be set up around our process?

Yes. Kelevo designs, builds and deploys each agent around your own rules and hand-offs, and keeps improving it after go-live.

SEE IT LIVE

See the Executive Inbox Agent working on your own Zoho data.

Book a 30-minute demo. We show the agent on a process like yours and map what it would take to go live.

Book a live demo →