Skip to content
CUSTOMER SERVICE · KELEVO AI AGENT

WhatsApp & Chat Agent

Answers enquiries 24×7 on your website chat and WhatsApp, captures leads in Zoho CRM and books meetings with your team.

Book a live demo All AI agents
Built on Zoho Zia AgentsHuman approval built inWorks 24×7
WhatsApp & Chat AgentSample run · live simulationWorking · step 1 of 6
TRIGGER
WhatsApp: “Do you implement Zoho Books for GST?”
WhatsApp
REASONING
Intent: service enquiry · ready to talk
ACTION
Answered from your service FAQs
SalesIQ
ACTION
Created a lead with the chat transcript
Zoho CRM
ACTION
Offered three demo slots
Zoho Bookings
RESULT
Demo booked for Thursday 11:00 AM and the rep notified
Zoho Bookings
SalesIQWhatsAppZoho CRMZoho Bookings
WHAT IT DOES

Less admin. Better decisions.

Always onReplies in seconds at any hour on your website and WhatsApp.
Captures every leadCreates or updates the CRM record with the full conversation.
Books the meetingOffers live slots from your team’s calendars and confirms instantly.
HOW IT WORKS

Four steps, fully automated.

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

1GreetWebsite or WhatsApp
2UnderstandIntent and details
3AnswerFrom your FAQs
4ConvertLead and meeting booked
SERVICE AI, UNDER THE HOOD

The AI behind faster, happier support.

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

AI TYPES USED
LLM chatNLPLanguage AIRetrieval (RAG)Predictive MLAgentic workflow
01Conversational AILLM chatHolds natural, multi-turn conversations on your website and WhatsApp.
02Intent and detailsNLPUnderstands what the visitor wants and captures name, company and need.
03Multilingual repliesLanguage AIUnderstands and replies in the language the visitor writes in.
04Grounded answersRetrieval (RAG)Answers only from your FAQs, services and pricing information.
05Lead qualificationPredictive MLScores each conversation and passes hot leads to sales instantly.
06Meeting bookingAgentic workflowChecks live calendars and books the demo inside the chat.
CONNECTS WITH

Works where your data already lives.

SalesIQWhatsAppZoho CRMZoho Bookings
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.
RELATED AGENTS

Agents that work well together.

CUSTOMER SERVICESupport Desk Agent →Classifies and answers support tickets in Zoho Desk from your own knowledge base, and hands complex cases to your team with full context.SALES & CRMLead Qualifier Agent →Scores, enriches and routes every new lead in Zoho CRM in seconds, so your sales team only spends time on buyers who are ready.SALES & CRMDeal Coach Agent →Reviews your pipeline every morning, flags stalled deals and tells each owner the next best action to move them forward.
FAQS

Questions we often hear.

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

What does the WhatsApp & Chat Agent do?

Answers enquiries 24×7 on your website chat and WhatsApp, captures leads in Zoho CRM and books meetings with your team.

Which Zoho apps does the WhatsApp & Chat Agent work with?

It works with SalesIQ, WhatsApp, Zoho CRM and Zoho Bookings.

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 WhatsApp & Chat 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 →