AI Automation Company & Agency
Tools & Custom Automation for B2B
An
AI
automation
partner
building
custom
chatbots
for
B2B
companies
AI Automation Services for B2B Companies
AI ChatbotsZehanAI is a chatbot development company for B2B teams. We build custom AI chatbots for your website, WhatsApp and internal tools, answering from your own content with a handover to your team.
What is a custom AI chatbot?
An AI chatbot is a conversational assistant that understands plain-language questions and answers them using your own content, such as your documentation, policies, product information and past support answers. ZehanAI builds custom chatbots for B2B companies, using retrieval-augmented generation (RAG), so answers draw on your material, which reduces the risk of wrong answers. No chatbot is error-free, so we also design a handover to a person.
Chatbots can face customers, for example on a website or in WhatsApp, or face your own team as an internal assistant. When a question is outside what the chatbot should handle, it hands over to a person with the conversation attached.
Who it is for
- Support and customer success teams answering the same questions repeatedly
- Sales teams that need to respond to enquiries outside working hours
- Operations and HR teams that field internal questions about policies and processes
- Companies with large documentation sets that people struggle to search
Use cases
- Website and customer support chatbot: Answer product, process and onboarding questions from your knowledge base, and route complex cases to your support team.
- Internal knowledge assistant: Let employees ask questions about policies, procedures and documents and get answers with a reference to the source.
- WhatsApp and messaging chatbot: Handle enquiries, bookings and follow-ups in the messaging channels your customers already use.
- Enquiry capture and qualification: Ask the right questions, collect contact details and pass qualified enquiries to your team or CRM.
Chatbot integration services
- Website chat widgets
- WhatsApp Business
- Slack
- Microsoft Teams
- Email and helpdesk tools
- HubSpot
- Salesforce
- Google Workspace
- Notion and shared document stores
AI Chatbots FAQ
What is a custom AI chatbot?
A custom AI chatbot is an assistant built around your own content, tone and processes, rather than a generic bot. It answers from your documents and data and follows rules you set about what it can say and when to hand over to a person.
How do you reduce wrong answers from a chatbot?
No chatbot is error-free. We ground answers in your approved content using retrieval, restrict what the chatbot is allowed to discuss, and design a clear handover to a person for anything uncertain or sensitive. We also test it against real questions before launch.
Can the chatbot work inside tools we already use?
Yes. Chatbots can be deployed on a website, in WhatsApp, Slack or Microsoft Teams, and connected to your CRM or helpdesk so conversations and leads are recorded where your team already works.
AI Lead GenerationZehanAI builds AI sales assistants that capture inbound enquiries, qualify them against your criteria, book meetings and write clean records to your CRM.
What is AI lead generation?
AI lead generation automation takes the repetitive work out of finding and handling prospects. ZehanAI builds systems that capture enquiries from your channels, enrich them with relevant context, score them against criteria you define, and route them to the right person or sequence.
The goal is a consistent, fast first response and a clean pipeline, with your team stepping in where human judgement matters.
Who it is for
- B2B sales and business development teams with more enquiries than time
- Marketing teams that need leads handed over to sales in a consistent format
- Founders who still triage every inbound enquiry by hand
- Companies whose CRM data is incomplete or inconsistent
Use cases
- Inbound lead capture and qualification: Collect enquiries from forms, chat and email, ask qualifying questions and record the answers in your CRM.
- Lead enrichment and scoring: Add company and contact context to new leads and score them against your own criteria so priorities are clear.
- Instant follow-up and booking: Respond to new enquiries right away and let qualified prospects book a call straight into your calendar.
- Outreach drafting with review: Prepare personalised first-touch messages for your team to review and send, instead of writing each from scratch.
Common integrations
- HubSpot
- Salesforce
- Zoho CRM
- Pipedrive
- Google Workspace
- Microsoft 365
- Calendar and booking tools
- Website forms and chat
AI Lead Generation FAQ
What does AI lead generation automation include?
It typically covers capturing inbound enquiries, enriching and scoring them, responding quickly, booking meetings and writing clean records to your CRM. The exact scope is agreed during discovery.
Does it replace our sales team?
No. It handles repetitive qualification and admin so your team can focus on conversations and closing. People stay in control of decisions and of anything sent on your behalf where you want review.
Will it work with our existing CRM?
In most cases yes. We connect to the CRM you already use and match your existing fields and stages instead of asking you to change systems.
CRM and Workflow AutomationZehanAI develops AI workflow automation that reads emails and documents, updates your CRM and moves work between tools, so your team stops copying data by hand.
What is CRM and workflow automation with AI?
Workflow automation connects the tools your team uses and moves information between them automatically. ZehanAI adds AI to those workflows, so steps that need reading, summarising, classifying or drafting, such as incoming emails, documents and call notes, can be handled as well as simple rule-based steps.
We design the workflow around your process, build it, and connect it to your CRM and other systems so records stay accurate without manual data entry.
Who it is for
- Operations teams drowning in manual copy-and-paste between systems
- Sales and account teams that struggle to keep the CRM current
- Finance, HR and admin teams processing repetitive documents and requests
- Companies using several disconnected tools for one process
Use cases
- Automatic CRM updates: Log emails, meetings and call summaries to the right contact and deal, and keep fields and stages up to date.
- Email and document triage: Read incoming messages and documents, extract the key details, classify them and send them to the right person or system.
- Approvals and handovers: Move work between teams with clear steps, reminders and a record of who did what.
- Reporting and summaries: Pull data from several tools into a regular summary your team can act on.
Common integrations
- HubSpot
- Salesforce
- Zoho CRM
- Pipedrive
- Google Workspace
- Microsoft 365
- Slack
- Airtable
- Notion
- Zapier, Make and n8n
- Your own systems via API
CRM and Workflow Automation FAQ
What is workflow automation with AI?
It is automation that links your tools and also uses AI for steps that need understanding, such as reading an email, extracting data from a document or drafting a reply, which traditional rule-based automation handles poorly.
Do we need to replace our current tools?
No. We build around the CRM and software you already use and connect them, so your team keeps working in familiar systems.
How is this different from Zapier, Make or n8n?
Those are automation platforms, and we can work with them where they fit. ZehanAI designs the whole workflow, adds AI where it helps, and builds custom components when an off-the-shelf connector is not enough.
AI AgentsZehanAI is an AI agent development company. We build custom AI agents that carry out multi-step tasks in your CRM, email, calendar and databases, with permissions, logs and human approval.
What is an AI agent?
An AI agent is software that uses a language model to work towards a goal: it decides which steps to take, uses tools such as your CRM, calendar, email or databases, and checks its own progress. ZehanAI develops custom AI agents for B2B teams, from a single focused agent to several agents that work together.
Because agents take actions, we put limits and oversight around them: defined permissions, logging of what they did, and approval steps for actions that should be reviewed by a person.
Who it is for
- Teams with multi-step processes that currently depend on one person doing the same sequence repeatedly
- Companies that want AI to take actions in their systems, not only answer questions
- Operations leaders exploring what is practical to hand to an AI agent
- Product teams adding agent features to their own software
AI agent use cases and examples
- Research and reporting agent: Gather information from approved sources, compare it and prepare a structured summary for review.
- Back-office task agent: Handle routine requests end to end, such as looking up a record, updating it and notifying the right person.
- Sales and support assistant agent: Prepare account briefings, draft replies and update records from a single request.
- Voice and messaging agent: Take calls or messages, collect details, answer common questions and book appointments.
Common integrations
- CRM platforms such as HubSpot and Salesforce
- Google Workspace
- Microsoft 365
- Slack and Microsoft Teams
- Databases and internal APIs
- Model Context Protocol (MCP) servers
- Telephony and WhatsApp channels
AI Agents FAQ
What is the difference between an AI agent and a chatbot?
A chatbot mainly answers questions in a conversation. An agent can also plan steps and use tools to get work done, for example updating a CRM record or booking a meeting, within the limits you set.
Is it safe to let an AI agent act in our systems?
It can be, when designed carefully. We give agents only the permissions they need, log their actions, and add human approval for actions with real consequences.
What kinds of tasks suit an AI agent?
Tasks with a clear goal, several steps and access to well-defined tools, such as research, data lookups, routine requests and drafting. During discovery we help you separate what is worth automating from what should stay with people.
Custom AI ToolsZehanAI is an AI app development company for B2B. We build internal AI tools, document-processing apps and AI features inside your product, each around one clearly defined job.
What are custom AI tools?
Sometimes the right answer is a purpose-built tool: an internal app, a dashboard, a document-processing utility or an AI feature inside your existing product. ZehanAI designs and builds custom AI tools for B2B companies when no ready-made product fits the way you work.
We build the tool around one clearly defined job, connect it to your data and systems, and hand over something your team can use every day.
Who it is for
- Teams whose process does not fit any off-the-shelf software
- Companies that want to add AI features to their own product or portal
- Operations teams that rely on fragile spreadsheets and manual checks
- Businesses that want one internal tool instead of several disconnected ones
Use cases
- Internal AI tool: A focused app for your team, such as a document analyser, a proposal assistant or a data-entry helper.
- Document processing: Extract, check and organise information from contracts, forms, invoices and reports.
- Customer-facing AI feature: Add search, summaries or an assistant to your own product or customer portal.
- Dashboards and reporting tools: Bring data from several systems into one view with AI-generated summaries.
Common integrations
- Your databases and internal APIs
- Google Workspace
- Microsoft 365
- CRM platforms
- Cloud storage
- Single sign-on and user management tools
- Payment and billing systems
Custom AI Tools FAQ
When does a custom AI tool make sense?
It makes sense when your process is specific to your business, when existing products only cover part of it, or when you want AI built into your own product or portal.
Do we own what you build?
Ownership and handover terms are agreed in writing before work starts, so you know exactly what you are getting.
Can you extend something we already have?
Yes. We can add AI features to an existing application or internal tool rather than starting from scratch, depending on how it is built.
How an engagement worksEvery project follows the same five steps.
- Discovery: We learn how your team works today, where time is lost, and which processes are worth automating first. We agree on scope, success criteria and the systems involved.
- Build: We design and build the automation, assistant or tool against your real workflows and data, and test it with your team before it goes live.
- Integrate: We connect it to the tools you already use, such as your CRM, inbox, calendar, helpdesk and internal systems, so it fits into existing work instead of adding another place to check.
- Train: We walk your team through how it works, what it can and cannot do, and when a person should step in.
- Support: After launch we monitor how it performs, fix issues and refine it as your processes change.
Where human insight meets intelligent technology
Inbound requests
with human review
Enquiry captured
From website chat or email
Done
Lead qualified
Scored against your criteria
Done
CRM updated
Contact and deal records
Done
Workflow
Example flow
Routine tasks, handled
Automation & optimization
Intelligence in Every Decision
Capture
Qualify
Route
Draft
Review
Update
Report
Expertise
that
Combines
Strategy,
Data,
and Artificial
Intelligence
Reporting & insights
Engagement
From discovery to support
Support
Discovery, build, integrate, train, support
B2B teams
Smart.
Simple.
Strategic.
Rollout and training
Legal
Intake
Logistics
Quotes
Real Estate
Leads
Industry experience
Frequently Asked Questions
What is ZehanAI?−
What services does ZehanAI offer?+
Who do you work with?+
Is ZehanAI an agency or a software product?+
What is a custom AI chatbot?+
What is the difference between an AI agent and a chatbot?+
What is workflow automation with AI?+
What does AI lead generation automation include?+
How does an engagement work?+
Does automation replace our team?+
Do we own what you build?+
Can you connect to the tools we already use?+
Do we need to replace our current tools?+
How is this different from Zapier, Make or n8n?+
How do you reduce wrong answers from a chatbot?+
Is it safe to let an AI agent act in our systems?+
How do you handle confidential information?+
What are the ZehanAI products?+
How do I get started or ask a question?+
Where do I get help with Code 2 Design?+
AI automation by industry
AI automation for legalLaw firms and legal teams spend a lot of time on intake, document handling, scheduling and routine client questions. ZehanAI builds automation that takes on this repetitive work, while qualified people stay responsible for legal judgement and advice. Our tools do not provide legal advice.
Common challenges
- New enquiries arrive by email, phone and web forms and need consistent first responses
- Large volumes of documents must be read, sorted and summarised
- Clients ask the same procedural questions again and again
- Matter and contact records are updated by hand
Use cases
- Client intake and enquiry triage: Collect details from new enquiries, ask structured intake questions and pass a clean summary to the right person.
- Document review support: Extract key terms and dates from documents and prepare summaries for a lawyer to check.
- Matter and CRM updates: Keep matter records, deadlines and contact details up to date from emails and notes.
- Scheduling and reminders: Book consultations, send reminders and collect documents ahead of meetings.
Legal FAQ
Can AI give legal advice to our clients?
We do not build tools to replace legal advice. Our automation handles intake, organisation, drafting support and administration, and a qualified person reviews anything that depends on legal judgement.
How do you handle confidential client information?
We discuss data handling, access and where information is stored during discovery, and design the solution around your confidentiality and professional obligations.
AI automation for logisticsLogistics teams run on fast communication and a lot of documents: quote requests, bookings, shipment updates, proofs of delivery and invoices. ZehanAI builds automation that handles this flow, to reduce admin so coordinators can focus on exceptions.
Common challenges
- Quote requests and booking emails arrive in many formats
- Customers constantly ask where their shipment is
- Shipping documents must be read, checked and entered into several systems
- Dispatch and customer teams work from different tools
Use cases
- Quote request handling: Read incoming requests, pull out the key details and prepare a quote request for your team.
- Shipment status assistant: Answer customer status questions on your website or messaging channels using your tracking data.
- Document extraction: Extract data from bills of lading, invoices and delivery documents and check it against your records.
- Exception alerts and follow-up: Detect delays or missing information and notify the right person or contact the customer.
Logistics FAQ
Can this connect to our transport management system?
In many cases yes, where the system offers an API or data export. We confirm what is possible during discovery before committing to a plan.
Does automation replace our dispatchers or coordinators?
No. It takes over repetitive messages and data entry so your coordinators can focus on exceptions, relationships and decisions.
AI chatbot and automation for real estate agenciesReal estate businesses depend on responding quickly to enquiries and keeping buyers, sellers, tenants and landlords informed. ZehanAI builds automation for lead handling, viewing scheduling and routine communication, to reduce admin so agents can focus on clients.
Common challenges
- Enquiries come in from portals, websites, social media and phone at all hours
- Prospects often go to whoever replies first
- Viewings and follow-ups are scheduled by hand
- Contact and listing information is spread across several tools
Use cases
- Instant enquiry response and qualification: Reply to new enquiries immediately, ask about budget, timing and requirements and record the answers.
- Property questions chatbot: Answer common questions about listings, process and requirements on your website or WhatsApp.
- Viewing scheduling and reminders: Let prospects book viewings and send confirmations and reminders automatically.
- CRM and follow-up automation: Log every interaction and trigger timely follow-ups for buyers, sellers and tenants.
Real Estate FAQ
Can automation handle enquiries from property portals?
Often yes. Depending on the portal, enquiries can be picked up from email notifications or integrations and handled with an instant reply and a record in your CRM.
Will clients know they are talking to an AI?
We recommend being transparent. Assistants can be set up to introduce themselves clearly and hand over to an agent whenever a client prefers.
ZehanAI products: Code 2 DesignAlongside custom automation, ZehanAI offers Code 2 Design, a self-serve set of AI design tools at design.zehanai.com that you can try with a free account.
- Image-to-Code: Upload a screenshot or design and get editable HTML, CSS and JavaScript back.
- Visual Editor: Click any element on a live preview and edit it with AI, without digging through source files.
- Logo Maker: Describe your brand and generate logo concepts you can download and use.
- Brand Book: Turn one logo into a brand guide with mockups.
Open Code 2 Design. These tools are separate from our custom automation services.
