Quick Start Guide

What Jeeva does

Jeeva is an agentic AI sales platform that finds and enriches leads, runs personalized outreach, manages replies, and books meetings end-to-end.

Gaurav Bhattacharya

CEO, Jeeva AI

Sep 30, 2025

What Jeeva Does

Jeeva is an agentic AI sales platform that automates your entire go-to-market workflow, from finding leads, enriching data, and running outreach, to booking meetings, managing replies, and prepping for calls. It replaces manual, repetitive tasks with intelligent AI agents so your team can focus on selling.

  1. Find Leads

    • Define your Ideal Customer Profile (ICP) using filters.

    • Discover leads by job title, company, technology, location, or upload your own lists.

    • Jeeva instantly generates a verified list of prospects.


  2. Enrich Leads

    • Add missing data like emails, phone numbers, and LinkedIn profiles.

    • Enrich from multiple sources: CSV uploads, CRM, LinkedIn URLs, or even single email lookups.

    • Add signals like job changes, promotions, or company news to time outreach better.


  3. Run Campaigns

    • Choose a campaign type (Precision Targeting, CSV Upload, CRM sync, LinkedIn Sales Navigator, Website Inbound).

    • Review product/service details to guide AI messaging.

    • Personalize outreach using AI-crafted, template-based, or DIY messaging.

    • Set schedule settings: daily lead volume, approval vs. auto-pilot, follow-up intervals, and sending windows.


  4. Unibox (Inbox Management)

    • All outreach replies (Email + LinkedIn) are centralized in one inbox.

    • Messages are automatically categorized (Interested, Out of Office, Wrong Person, etc.).

    • Filters allow you to sort by user, campaign, or inbox, and reply directly.


  5. Calendar & Meeting Prep

    • AI Calendar books, reschedules, and protects your meetings.

    • Meeting Prep creates briefs with company and prospect insights.

    • AI Note-Taker records and summarizes meetings automatically.

Jeeva runs a seamless sales engine: it finds and enriches leads, engages them with personalized outreach, organizes replies, and ensures meetings are scheduled and prepped, all with minimal manual effort.

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