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Meet Jeeva Agent: Your AI Sidekick for Effortless Sales Automation

Agentic AI

Updated over 2 months ago

Introduction: What is Jeeva Agent?

Jeeva Agent is your smart, AI-powered assistant that helps you manage your entire sales workflow through simple chat commands. Instead of clicking through menus or manually triggering actions, you can now ask Jeeva to handle tasks for you using natural language. From finding leads to launching campaigns, Jeeva Agent streamlines your workflow with ease.

Where to Find Jeeva Agent

You can start chatting with Jeeva Agent right from the homepage of the Jeeva app using the input field at the top. No setup or navigation needed—just type your command and let Jeeva take it from there.

Additionally, Jeeva Agent is always just a click away. On any page in the app, click the colorful blob in the bottom-right corner of your screen to bring up the agent and continue where you left off.

What is Agentic Flow?

Agentic flow is a smarter way to interact with your sales tools. Instead of navigating through buttons and dropdowns, you simply tell Jeeva what you want to do—and it gets done. Whether it’s finding leads, enriching data, or starting a campaign, agentic flow makes everything feel instant, intelligent, and easy.

What Can Jeeva Agent Do?

Here are a few things Jeeva Agent can help you with:

  • 🔍 Find new leads by industry, keywords, or location

  • 🧠 Enrich leads with work emails, phone numbers, company size, and more

  • ✉️ Launch or schedule campaigns to your selected leads

  • 📅 Upload a lead list and let Jeeva handle enrichment and outreach

  • 📊 Summarize performance of your recent campaigns

Example Commands You Can Try

  • "Find 100 leads in healthcare in California"

  • "Enrich this list with email and company size"

  • "Schedule an email campaign for Monday at 9am"

  • "How did my last campaign perform?"

Pro Tips for Agentic Flow

  • Start with a clear action word like Find, Enrich, Launch, or Summarize

  • Chain your commands: "Find leads, then enrich them, then launch a campaign"

  • Jeeva keeps context, so you can use follow-ups like "Enrich these too" or "Now send it"

Try Jeeva Agent Today

Head to your Jeeva homepage and start typing your first command in the input bar—or click the blob on any page to get started. With Jeeva Agent, your sales workflow is just a conversation away.

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