Jeeva AI Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Allows users to send and open various file types.

Notifies users when they have been contacted or tagged.

Message content search capability.

Digitally share screen view with others

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Software can be accessed through a downloadable mobile application.

Software can be accessed through a downloadable desktop app or a cloud-based site.

Set up connections to third-party platforms to improve business processes

Integrates with Active Directory

Allows users to communicate via audio call.

Allows users to communicate via video call.

Presenter can see and hear participants and vice versa

Empowers developers to intuitively integrate cloud communications functionality for their applications.

Grants high speed API calls for fast communications.

Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Computer-telephony integration is the use of computers to manage telephone calls

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Provides clear, effective documentation for API integrations.

Provides public user forums for support questions and help.

Connects users with professional support teams to troubleshoot and finetune integrations.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.

Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.

Uses AI-powered language translation tools to translate messages in real-time.

Creates, assists, or automates the generation of text-based content within the platform.

Use AI to generate content in the form of text, images, videos, etc.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

Automatic reply functionality for incoming messages

Communicate using direct chat or messages within the system

Use AI to generate content in the form of text, images, videos, etc.

Record the audio of phone conversations for quality assurance purposes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Manage and track all internal and external communication conducted via calls, email, text, or chat

Active reporting of data and metrics

Send messages via SMS

Track interaction history by documenting conversations for contacts

Audio/Video Conferencing

Listen to live phone conversations for the purpose of training and assessing agent performance

Add customized logos and colors to align with company branding

Sends voice calls to a specific queue based on predetermined criteria

Manage, organize, and store contact information

Computer-based system that allows users to send and receive voice messages

Manage and support multiple languages

Presenter can see and hear participants and vice versa

Receive system updates as soon as any changes are made

View and track pertinent metrics to find patterns and gain insights from data

Ability to chat online in real time

Identify the number and contact information of a caller before answering the phone

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Active monitoring of systems, applications, or networks

Send promotional campaigns or transactional messages via text messages

Public or private sharing of digital files such as documents, audio/video, images, and more

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

AI-based platform which conducts a conversation via auditory or textual methods

Access software remotely via mobile devices

Group messaging lets multiple people carry on a group conversation

Process of sending a large number of documents, messages or emails to multiple recipients at once

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Input different types of content and edit text formats, fonts, font sizes, and colors

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Online forums/groups where users can ask questions, share ideas, best practices, etc.

View messages sent by both parties during the chat conversation

Manage, organize, and store contact information

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Retrieve sent messages from mailboxes of recipients who haven't yet opened it

Shortcuts for inputting frequently used messages

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alter the default workflow to meet your organization's needs

Allow users to access multiple services after entering their login credentials once

Define levels of authorization for access to specific files or systems

Create, manage and track all task activities and progression

Timed notification for any upcoming task, deadline, appointment, or activity

Ability to see if recipient has viewed/opened the message

An @mention is a way to tag or notify a specific person about a message/post

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Engage in direct, instant messaging with customers, users, etc.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Track and document all activities across devices, networks, and other systems

Notify large groups of people simultaneously about important updates.

Add customized logos and colors to align with company branding

Assemble applications and processes by dragging over and arranging pre-built components

Leave comments and notes on documents for others to view

Electronic storage of staff/employee contact information and job status in a centralized repository

Send personal messages to clients or attendees

A list of events with their respective dates

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Receive system updates as soon as any changes are made

Store photos of employees

Notifications via mobile devices

Tracks metrics that provide insight into how a user interacts with any interface or product

Allows users to publish blogs on social site

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Reporting on how each user, task or process has advanced since its initiation

Notifications that are delivered to users as soon as an event occurs

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage and track all internal and external communication conducted via calls, email, text, or chat

Connect with meeting participants remotely over video

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Provides a channel for team members to share AI models, media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Digitally share screen view with others

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, manage and track all task activities and progression

Add customized logos and colors to align with company branding

Public or private sharing of digital files such as documents, audio/video, images, and more

Move files across different systems or networks

Securely stores data to prevent data loss or breaches

Track revisions and updates made to files and navigate between different versions

Communicate using direct chat or messages within the system

Leave comments and notes on documents for others to view

Create, save, and store files

Gauge satisfaction and receive information for improvement and success

Manage, store and organize emails within the system or via third-party apps

Search and filter data across systems to locate required information by entering keywords or certain criteria

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage the scheduling of tasks

Track the status over time for a request, process, asset, or transaction

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Receive system updates as soon as any changes are made

Track the status and progress of tasks

Arrange tasks based on the level of priority or urgency

Manage the process of planning and scheduling meetings, including agenda creation

Assign issues and tasks based on availability or required skills

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Allow users to access multiple services after entering their login credentials once

Engage in direct, instant messaging with customers, users, etc.

Synchronize with other calendars to view mutual availability and schedules

A digital list of items that need to be completed

An @mention is a way to tag or notify a specific person about a message/post

Continuous profile-based stream of news and activity

Preview and make real-time changes in the web content

Group collaboration to solve ideas in a productive and concentrated manner.

Ability to make voice calls within the system