How we design, deploy, and operate custom AI agents for B2B teams — our process, the agents we build, how they connect to your stack, and how we keep your data secure.
Everything you need to know before and during your first project — how we work, what we'll need from you, and how onboarding unfolds.
We design, deploy, and operate your AI agent across a structured four-week engagement. Week 1 is discovery and strategy — a scoping call to analyze your needs, define the agent architecture, and plan integrations. Week 2 covers agent design and building the knowledge base from your documents and data. Week 3 is development, testing, and iteration alongside your team, and Week 4 delivers deployment, training, and go-live across every channel, followed by ongoing optimization.
This is a done-for-you engagement: we handle the build, your team stays focused on its priorities. We'll need a single point of contact on your side, access to the systems your agent should connect to — your CRM, helpdesk, calendar, or data sources — and the content that will power the knowledge base. Throughout development you'll review and iterate with us so the agent reflects how your business actually operates. Enterprise integrations may extend the timeline depending on scope.
Onboarding begins with the Week 1 scoping call, in person or by video, where we align on goals, channels, and integrations. You then share the documents and data the agent will learn from, and we train it on your knowledge base with continuous updates. Before go-live we test together across your chosen channels — web widget, WhatsApp, Slack, Teams, Instagram, SMS, or email — and train your team to operate it. Your data is hosted in the EU, encrypted in transit and at rest, and remains exportable or deletable at any time.
We build AI agents tailored to specific business outcomes. Here are four of the core agent types we design, deploy, and operate for B2B teams.
A conversational agent trained on your own knowledge base — imported from your documents, sites, and data, then kept up to date as your content evolves. It answers prospect and customer questions in natural language across the channels you use, from an embeddable white-label web widget to WhatsApp, Slack, Microsoft Teams, Instagram, SMS, and email. The result is a branded assistant that reflects your business, not a generic bot.
A support agent that handles inbound requests, resolves common questions instantly, and routes the rest to the right place. It connects to your helpdesk — Zendesk, Intercom, or Freshdesk — so conversations and context stay in the tools your team already works in. For e-commerce, it can tie into Shopify, WooCommerce, and Stripe to answer order, account, and payment questions with live data.
An agent that engages visitors in real time, qualifies them through conversation, and captures structured lead data instead of letting interest go cold. Captured leads sync directly into your CRM — HubSpot, Salesforce, Pipedrive, or Attio — so sales picks up clean, contextual records without manual entry. It turns ordinary site traffic into a continuous, qualified pipeline.
A booking agent that proposes available slots and confirms appointments inside the conversation, removing the back-and-forth of arranging a call. It integrates with Google Calendar, Cal.com, and Outlook to read real availability and write confirmed bookings straight to your calendar. Prospects move from interest to a scheduled meeting in a single, guided flow.
How your agent plugs into the tools your team already runs — CRM, helpdesk, and calendar — handled end to end by our team.
Your agent connects to your CRM so every conversation flows back to the system of record — capturing leads, enriching contacts, and logging activity where your sales team already works. We support HubSpot, Salesforce, Pipedrive, and Attio. Our team scopes the field mapping and connection during the design phase, then builds and tests it with you before go-live. No internal engineering effort required on your side.
For service use cases, the agent integrates with your helpdesk to resolve common requests and escalate cleanly to a human when needed. We connect Zendesk, Intercom, and Freshdesk, so tickets, context, and handoffs stay in one place. We configure routing and escalation rules around your existing support workflow, then iterate with your team during the development phase.
When booking is part of the journey, the agent reads real availability and schedules meetings directly in your calendar. We integrate Google Calendar, Cal.com, and Outlook. Scheduling logic is set up done-for-you and tested alongside your team, so confirmed bookings appear in the right calendar with no manual follow-up.
One agent, one shared knowledge base, every channel your customers already use — serving the web, messaging apps, and your internal collaboration tools in parallel.
The embeddable web widget is fully white-label: it carries your brand, not ours. You control theming, a domain allowlist that restricts where the widget can run, and per-client feature flags. It drops onto your site as a single embed and shares the same knowledge base as every other channel, so answers stay consistent everywhere.
The same agent meets customers directly on WhatsApp, handling conversations on the channel many of them already use daily. There is no separate bot to maintain: the WhatsApp agent draws on the same knowledge base and connects to the same CRM, helpdesk, and scheduling tools as your web widget. Customers move between channels without losing context or restating their question.
Beyond customer-facing channels, the agent deploys inside Slack and Microsoft Teams to serve your own teams. Staff query the agent where they already work, drawing on the same documents, integrations, and logic that power external conversations. Instagram, SMS, and email can be added to the same deployment, so a single agent covers customer and internal channels alike.
Your agent is only as good as what it knows. We import your sources, train the agent on them, and keep that knowledge current.
We connect to the sources your team already relies on — Notion, Google Sheets, Airtable, Postgres — alongside your documents, help center articles, and internal knowledge. From day one of the build, your agent draws on your own content rather than generic answers. Every import respects your data residency and encryption requirements.
During the design and build phases we structure your imported content into a knowledge base the agent can reason over, then train and test it directly with your team. We iterate on real questions and edge cases until responses are accurate and on-brand. Nothing goes live until the agent answers reliably across your channels.
Your knowledge base is not frozen at launch. As your products, policies, and documentation evolve, we refresh the agent's sources so its answers stay current. Optimization continues after go-live, keeping the agent aligned with how your business actually operates.
Security is built into how we design, deploy, and operate every agent. Your data stays protected by enforceable safeguards, recognized privacy regimes, and EU data residency.
As a British Columbia company, Orizn AI Ltd processes data in line with Canada's PIPEDA and BC PIPA, and complies with the GDPR for users in the European Union. Your data sits on SOC 2 certified infrastructure, with strict access controls applied across the stack. You can export or delete your data at any time through self-service GDPR tools, so your obligations to your own users stay easy to meet.
All data is encrypted in transit and at rest. This applies end to end, from the embeddable web widget through to the database where your agent's knowledge and conversation records live. Combined with role-based access controls and ongoing security reviews, encryption keeps your data protected at every layer.
Your data is stored at rest in the European Union — our database is hosted in Frankfurt, Germany. Application compute runs across EU and US regions depending on visitor location, with transfers to the US covered by Standard Contractual Clauses. Orizn AI Ltd is incorporated in British Columbia, Canada, which benefits from the EU adequacy decision for PIPEDA-subject organizations. For organizations with stricter requirements, fully, contractually guaranteed EU data residency is available on Custom plans.
Book a free discovery call and we'll map the fastest path from your goals to a deployed agent.