🧾Research like a pro with Jeeva AI.

From domain look-ups to earnings call analysis, Jeeva AI gives you real-time, AI-powered research tools to understand leads, companies, and competitors.

🔹 For Single Accounts:

Step 1: Click on Research Accounts from Domain under the Research tab.

Step 2: Enter the Company Website.

Step 3: Click Enrich Now.

Step 4: Jeeva will display the following information:

🔹 For Bulk Accounts:

Step 1: Upload a CSV list containing the company websites.

Step 2: Map the correct field if prompted.

Step 3: Start enrichment to receive detailed reports for each account.

✅ Tip: For best results, ensure all websites are valid and formatted correctly in the CSV.

🔹 For a Single Company:

Step 1: Click on Research Public Companies under the Research tab.

Step 2: Enter the Company Domain, Name, or Ticker Symbol.

Step 3: (Optional) Add the Company’s Value Proposition to tailor the research focus.

Step 4: Click Enrich Now.

Step 5: Review the Results, which will include:

🔹 For a Single Company:

Step 1: Click on Research Private Companies under the Research tab.

Step 2: Enter the Company Domain or Company Name (no ticker symbol required).

Step 3: (Optional) Add the Company’s Value Proposition to customise the research.

Step 4: Click Enrich Now.

Step 5: Review the Results, which will include:

Access Earnings Call, Assess Earning Report, Explore SEC Report, Assess, Annual Filing, Identify Key Insights, CEO Insights, Identify CEO, Website Insights, Key Messaging, Summary Report, Outreach Angles, Active Jobs

🔹 For Bulk Companies:

Step 1: Upload a CSV list containing company domains or names.

Step 2: Map the correct fields if prompted.

Step 3: Start enrichment.

Step 4: Review the Results for each company, which will include all of the insights listed above.

✅ Tip: Using valid company websites improves research accuracy and helps Jeeva surface more detailed insights.

🔹 For a Single Lead:

Step 1: Click on Prioritize Leads and Lead Scoring under the Research tab.

Step 2: In the prompt box, enter details in a format like:

“Please use standard lead & company details (e.g., John Doe, Sales Manager, ABC Corp, $50M Revenue).”

Step 3: Jeeva will process the lead and return a result that includes:

Example:

“Bala Ramachandran is a GTM consultant at Jeeva.ai, which suggests a non-management role. While Jeeva.ai is experiencing significant growth, the position itself does not indicate executive or mid-level management responsibilities. Therefore, based on the provided criteria, Bala Ramachandran would likely fall into Tier 3.”

🔹 For Bulk Leads:

Step 1: Upload a CSV list containing:

Step 2: Map the correct fields.

Step 3: Start enrichment to receive tiers and reasoning for all leads in the list.

✅ Tip: For best results, include as much company and role information as possible so Jeeva can provide accurate scoring and rationale.

🔹 For a Single Company:

Step 1: Click on Analyze Latest Earnings Calls under the Research tab.

Step 2: Enter the Ticker Symbol of the company.

Step 3: (Optional) Add the Company Value Proposition to tailor the insights.

Step 4: Click Enrich Now.

Step 5: Review the Results, which will include:

🔹 For Bulk Companies:

Step 1: Upload a CSV list containing the Ticker Symbols (and optionally, value propositions).

Step 2: Map the correct fields as prompted.

Step 3: Start enrichment.

Step 4: Review the Results for each company:

✅ Tip: For bulk uploads, ensure ticker symbols are accurate and consistent across the CSV to avoid missing results.

🔹 For a Single Contact:

Step 1: Click on Pre-Call Research from Name and Email under the Research tab.

Step 2: Enter the Name and Email of the contact and click Start

Step 3: Review the Results, which will include:

Step 4: If needed, click LinkedIn Profile link for more details.

🔹 For Bulk Contacts:

(If supported)

Step 1: Upload a CSV list containing Name and Email columns.

Step 2: Map the correct fields and start enrichment.

Step 3: Review the pre-call research results for each contact.

✅ Tip: Accurate name and email combinations improve the quality of insights and reduce the chance of mismatched results.

🔹 For a Single Company (No Bulk Option)

Step 1: Click on Analyze Company under the Research tab.

Step 2: In the prompt box, enter a request like:

“Analyze Jeeva AI's position in the market based on its features, pricing, customers.”

Step 3: Click Start.

Step 4: Review the Results, which will include:

🔹 For a Single Company (No Bulk Option)

Step 1: Click on Competitor Analysis & Messaging under the Research tab.

Step 2: In the prompt box, enter a request like:
​“Conduct a competitive analysis for Jeeva AI and craft uniquely differentiated positioning and messaging.”

Step 3: Click Start.

Step 4: Review the Results, which will include

Core Messaging Pillars:

Value Propositions:

Positioning Statement:

“Jeeva AI combines cutting-edge technology with user-friendly design to empower sales teams.”

Whether it’s a name, company, or domain, Jeeva turns it into your next opportunity, fully loaded and ready to close.