Documentation

eesier Documentation — AI Business Automation Platform

This is the complete documentation of every feature inside eesier. From lead generation and automated prospecting to content creation and CRM integrations, here you will find exactly how each capability works.

What is Eesier?

eesier is a WhatsApp-first AI agent that automates your entire prospecting pipeline. With access to over 60 million contacts, it autonomously finds leads, writes personalized outreach, qualifies responses, and books meetings around the clock — no human intervention required.

Unlike traditional sales tools like Apollo, Instantly, or Woodpecker that require constant manual input, eesier operates as a fully autonomous agent. You describe your ideal customer once via WhatsApp, and the platform takes over — searching databases, crafting emails, following up, and notifying you only when a lead is ready to talk.

eesier also creates content, manages your CRM pipeline, builds websites, and handles inbound leads. It is a complete business automation platform that runs 24/7, learning and improving from every interaction.

  • Autonomous AI agent

    Works independently without human intervention, handling the entire prospecting cycle from lead discovery to meeting booking.

  • 60M+ contact database

    Proprietary database with over 60 million verified business contacts across industries, updated continuously.

  • WhatsApp-first approach

    Manage everything through WhatsApp — set up campaigns, receive alerts, review leads, and control your pipeline from your phone.

  • Works 24/7 non-stop

    Never sleeps, never takes a break. eesier prospects, follows up, and engages leads around the clock, every day of the year.

How does Eesier find leads?

eesier combines a proprietary CNPJ database with automatic ICP generation, LinkedIn search, Google Maps discovery, person-level research, and real-time news lookup to build a qualified pipeline of prospects that match your ideal customer profile.

When you describe your business and ideal customer, eesier automatically generates an Ideal Customer Profile (ICP) and begins searching across multiple data sources. It cross-references company registrations, social media profiles, map listings, and news articles to find companies that genuinely need what you offer.

The platform also researches individual decision-makers within each company, identifying the right person to contact and gathering context that makes every outreach message relevant and personal.

  • Company database

    Access to over 60 million business records with company details, industry classification, size, and contact information.

  • Automatic ICP generation

    Describe your business in plain language and eesier builds a detailed Ideal Customer Profile automatically.

  • LinkedIn search

    Searches LinkedIn to find decision-makers, verify job titles, and gather professional context for personalized outreach.

  • Google Maps

    Discovers local businesses through Google Maps, capturing ratings, reviews, and location data for geo-targeted prospecting.

  • Person research

    Researches individual contacts to find their role, background, and recent activity — making every message feel personal.

  • Autonomous web browser

    Browses the web autonomously to gather company news, press releases, and market signals that inform smarter outreach.

How does automated prospecting work?

eesier writes AI-personalized emails for every lead, executes multi-touch cadences with automatic follow-ups, qualifies interested responses, nurtures warm leads over time, sends WhatsApp alerts for hot opportunities, and learns from every rejection to improve future outreach.

Each outreach message is uniquely crafted by AI based on the lead's company profile, industry, size, and the decision-maker's role. eesier doesn't use templates — every email is written from scratch, referencing specific details about the prospect's business to maximize reply rates. Learn more about the full methodology in the Playbook.

When a lead responds, eesier automatically classifies the response as interested, not interested, or needs nurturing. Interested leads are fast-tracked toward a meeting, while warm leads enter a nurturing sequence. You receive daily reports summarizing all activity and WhatsApp alerts the moment a lead is ready to talk.

  • AI-personalized emails

    Every email is written from scratch by AI, referencing the prospect's company, industry, and role for maximum relevance.

  • Multi-touch cadence

    Automated follow-up sequences with intelligent timing, ensuring no lead falls through the cracks.

  • Auto-qualification

    AI reads and classifies every response, identifying interested leads and routing them to the right next step.

  • WhatsApp alerts

    Instant WhatsApp notifications when a lead shows interest, so you can act fast on hot opportunities.

  • Rejection learning

    Analyzes every rejection to understand why leads say no and continuously improves targeting and messaging.

  • Daily reports

    Comprehensive daily summaries of all prospecting activity, responses, and pipeline movement delivered to your WhatsApp.

How does inbound work?

eesier captures inbound leads through unlimited lead capture pages, automatically replies to inbound emails with intelligent AI responses, unifies inbound and outbound in a single pipeline, and provides a code editor for full customization of your capture pages.

Beyond outbound prospecting, eesier handles the leads that come to you. Create as many lead capture pages as you need — each one feeds directly into the same autonomous pipeline. When someone fills out a form or sends an email, eesier responds instantly with a personalized reply.

All inbound leads enter the same qualification and nurturing process as outbound leads, giving you a unified view of your entire pipeline. The built-in code editor lets you customize capture pages with full HTML and CSS control.

  • Lead capture pages

    Create unlimited landing pages that capture leads and feed them directly into your prospecting pipeline.

  • Automatic email replies

    AI-powered instant replies to every inbound email, engaging leads the moment they reach out.

  • Unified pipeline

    Inbound and outbound leads flow into the same pipeline, giving you one place to manage all opportunities.

  • Code editor

    Full HTML and CSS editor for complete control over the design and behavior of your lead capture pages.

How to manage contact lists?

eesier supports CSV and XLSX import, verifies every email address, confirms contact identity, pre-qualifies leads automatically, ranks them by fit score, warms up cold lists with nurturing sequences, and enriches records with additional data from public sources.

If you already have a list of contacts, eesier makes it easy to import and activate them. Upload a CSV or XLSX file, and the platform automatically validates email addresses, removes duplicates, and enriches each record with additional company and contact data.

Every imported lead goes through the same AI-powered pre-qualification process. eesier ranks leads by how well they match your ICP, identifies the best opportunities to pursue first, and begins personalized outreach — turning a static spreadsheet into an active prospecting campaign. See the full list management guide.

  • CSV/XLSX import

    Upload your existing contact lists in CSV or XLSX format and activate them as prospecting campaigns instantly.

  • Email verification

    Every email address is verified before outreach to protect your sender reputation and maximize deliverability.

  • Auto pre-qualification

    AI analyzes each imported contact against your ICP and pre-qualifies them before any outreach begins.

  • Lead ranking

    Leads are scored and ranked by fit, so the best opportunities are contacted first.

  • Cold list warming

    Nurturing sequences that gradually warm up cold contacts, increasing response rates over time.

  • Data enrichment

    Automatically enriches imported records with company size, industry, location, and decision-maker details from public sources.

What can Eesier create?

eesier builds complete AI-generated websites, creates social media posts for Instagram, LinkedIn, TikTok, and Twitter, generates AI images and videos, produces professional slide presentations, and exports polished PDF documents — all from a single WhatsApp command.

Content creation is built into the core of the platform. Need a website for a new product? eesier designs and deploys it. Need a week's worth of social media content? It writes the copy, generates the visuals, and schedules the posts across all your channels.

The AI also creates slide presentations for sales decks or investor pitches, generates custom images and short videos, and produces PDF reports and proposals. Everything is created in your brand's voice and style, ready to publish or share.

  • AI-built websites

    Full websites designed, coded, and deployed by AI — complete with responsive layouts, SEO, and custom domains.

  • Social media posts

    Automated content creation for Instagram, LinkedIn, TikTok, and Twitter with copy, hashtags, and visuals.

  • AI images and videos

    Generate custom images and short-form videos using AI, tailored to your brand and messaging.

  • Auto presentations

    Professional slide decks generated from a brief — perfect for sales pitches, proposals, and investor decks.

  • PDF generation

    Export polished PDF documents including reports, proposals, and one-pagers ready to share with clients.

Which CRMs does Eesier integrate with?

eesier integrates natively with Pipedrive, RD Station, Apollo, Agendor, Omie, and Odoo. It also connects to Notion, Google Calendar, Gmail, and supports custom API integrations for any other tool in your stack.

Qualified leads flow directly from eesier into your existing CRM — no manual data entry, no copy-pasting. Each integration is bidirectional, keeping your pipeline synchronized in real time. When eesier qualifies a lead, it appears in your CRM with all enrichment data attached.

Beyond CRMs, eesier connects to productivity tools like Notion and Google Calendar, syncs with Gmail for email management, and offers a custom API for teams that need to connect proprietary systems or specialized workflows.

  • Pipedrive

    Leads land directly in your Pipedrive pipeline, fully enriched with company details, contact info, and conversation history.

  • RD Station

    Qualified leads from eesier automatically appear in your RD Station CRM with full enrichment data.

  • Apollo

    Native integration with Apollo to enrich data, sync contacts, and unify your outbound efforts.

  • Agendor

    Manage your leads and opportunities in Agendor with automatic bidirectional sync.

  • Omie

    Direct integration with Omie to unify prospecting, sales management, and financial workflows.

  • Odoo

    Connect eesier to Odoo and keep your CRM pipeline, contacts, and deal stages always up to date.

What can the agent do via WhatsApp?

Via WhatsApp, eesier acts as a personal assistant that manages tasks, tracks goals, stores contacts and products, handles finances and reminders, captures ideas, organizes groups and events, and supports stickers, audio messages, and file attachments.

eesier is not just a prospecting tool — it is a full personal assistant accessible through WhatsApp. Send a voice message to create a task, forward a contact to save it, or ask eesier to remind you about a meeting tomorrow. Everything is managed through natural conversation.

The agent also organizes group activities, manages event RSVPs, tracks your financial records, and stores product catalogs. You can send stickers, audio notes, images, and documents — eesier understands them all and takes action accordingly.

  • Personal assistant

    A conversational AI assistant on WhatsApp that understands natural language, voice messages, and context.

  • Tasks and goals

    Create, track, and complete tasks and goals through simple WhatsApp messages.

  • Contacts and products

    Store and search your contact book and product catalog directly from WhatsApp.

  • Finances and reminders

    Track expenses, log income, set reminders, and receive financial summaries on demand.

  • Groups and events

    Organize group activities, send invitations, manage RSVPs, and coordinate event logistics.

  • Stickers, audio, and files

    Send and receive stickers, voice messages, images, PDFs, and documents — eesier processes them all.

What research tools does Eesier offer?

eesier provides person-level research, an autonomous web browser, Google Maps discovery, LinkedIn and YouTube search, a company database with over 60 million records, and a knowledge base powered by RAG for instant answers from your own documents.

Research is the foundation of effective prospecting, and eesier gives you a full suite of tools to gather intelligence. The autonomous web browser navigates sites, reads articles, and extracts relevant data without any manual input. Person research digs into decision-makers' backgrounds, roles, and recent activity.

The knowledge base feature uses Retrieval-Augmented Generation (RAG) to let you upload your own documents — proposals, product sheets, FAQs — and eesier instantly answers questions based on that content. Combined with LinkedIn, YouTube, and Google Maps search, you have a complete research engine at your fingertips.

  • Person research

    Deep research into individual contacts including job history, social profiles, recent activity, and mutual connections.

  • Web browser

    An autonomous browser that navigates websites, reads content, and extracts structured data for lead intelligence.

  • Google Maps

    Search and discover businesses by location, category, ratings, and reviews for geo-targeted lead generation.

  • LinkedIn and YouTube

    Search LinkedIn profiles and YouTube channels to find prospects, verify roles, and gather content insights.

  • Company database

    Over 60 million business records with company name, industry, size, location, and contact details.

  • Knowledge base (RAG)

    Upload your own documents and get instant AI-powered answers using Retrieval-Augmented Generation.

How to track results?

eesier provides a real-time activity feed, a centralized leads repository, a dedicated prospecting panel with campaign metrics, web chat for live conversations, push notifications for urgent updates, and full account management for team and billing settings.

Everything eesier does is visible in your dashboard. The activity feed shows every action in real time — see real lead conversations for examples — emails sent, responses received, leads qualified, meetings booked. The leads repository gives you a searchable, filterable view of every contact in your pipeline.

The prospecting panel provides campaign-level metrics including open rates, reply rates, qualification rates, and conversion trends. Web chat lets you jump into live conversations with engaged leads, while push notifications ensure you never miss a hot opportunity.

  • Activity feed

    Real-time feed of every action — emails sent, responses received, leads qualified, and meetings booked.

  • Leads repository

    Centralized, searchable database of every lead in your pipeline with full enrichment data and conversation history.

  • Prospecting panel

    Campaign-level dashboard with open rates, reply rates, qualification rates, and conversion trends.

  • Web chat

    Live chat interface to jump into conversations with engaged leads directly from your browser.

  • Notifications

    Push notifications and WhatsApp alerts for urgent updates — new responses, meeting requests, and hot leads.

  • Account management

    Manage team members, billing, integrations, and platform settings from a single account dashboard.

Frequently asked questions

Answers to the most common questions about eesier

Does Eesier replace a human SDR?
eesier handles the repetitive parts of prospecting — finding leads, sending outreach, following up, and qualifying responses. It frees your team to focus on closing deals and building relationships, rather than replacing them entirely.
What's the difference between Eesier and a CRM?
A CRM stores and organizes your contacts. eesier actively finds new leads, reaches out to them, qualifies their interest, and only then pushes them into your CRM. It fills the top of your funnel so your CRM has real opportunities to manage.
Does Eesier work for B2C?
eesier is designed primarily for B2B prospecting, where the sales cycle involves reaching decision-makers at companies. If your business sells to other businesses, eesier is a great fit. For pure B2C consumer sales, it may not be the best tool.
How many emails does Eesier send per day?
The volume depends on your plan and sender reputation. eesier automatically manages sending limits to protect deliverability, gradually ramping up volume as your domain reputation strengthens. Typical accounts send between 50 and 200 emails per day.
Can Eesier create websites from scratch?
Yes. eesier designs and deploys complete websites using AI — including responsive layouts, SEO optimization, and custom domain support. Just describe what you need via WhatsApp, and eesier builds and publishes it for you.
Do I need social media accounts to use Eesier?
No. Social media features are optional. eesier's core value is autonomous prospecting via email. If you want to create social media content, you can connect your accounts, but it is not required to get started.
Can I use my existing lead list?
Absolutely. Upload your CSV or XLSX file and eesier will verify emails, enrich records, rank leads by fit, and begin personalized outreach. Your static spreadsheet becomes an active prospecting campaign in minutes.
How does Eesier learn about my business?
When you start, eesier asks you a few questions via WhatsApp about what you do, who your ideal customers are, and what makes your offer unique. From that conversation, it builds your ICP and begins prospecting immediately.
Can I integrate tools not on the list?
Yes. eesier offers a custom API that lets you connect any tool or system. If you need a specific integration that isn't natively supported, the API gives you full flexibility to build it.
Does Eesier work 24/7?
Yes. eesier is an autonomous AI agent that never sleeps. It prospects, follows up, qualifies leads, and sends you alerts around the clock — including weekends and holidays. You wake up to new opportunities every morning.
How is Eesier different from other prospecting tools?
Most prospecting tools — like Apollo, Instantly, Woodpecker, or Snov.io — require you to manually build lists, write templates, and configure sequences. eesier is an autonomous AI agent that handles everything independently: it researches leads, writes every email from scratch (no templates), qualifies responses, and works entirely through WhatsApp. While other tools are dashboards you operate, eesier operates for you, 24/7.

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