Getting started with Jarvi

This guide walks you through getting started with Jarvi, from installing the extension to sending your first message.

Install the Jarvi extension

1. Install the Jarvi extension from the Chrome Web Store.
2. Once installed, the Jarvi icon appears in your Chrome extensions bar.
3. Log in with your Jarvi credentials.

Import profiles and companies from LinkedIn

With the extension, you can import directly from LinkedIn:

• Individual profiles: when viewing a LinkedIn profile, click on the Jarvi extension to add them to your talent pool.
• Companies: import company pages for prospecting or to link them to your candidates.
• Your LinkedIn network: import all your connections to centralize them in Jarvi.

Explore the Jarvi interface

Once logged into Jarvi, you’ll find:

• The dashboard: an overview of your daily activity (reminders, messages to send, ongoing tasks).
• The navigation menu with two main sections:
  • ATS (Applicant Tracking System): to manage your recruitment projects and candidates.
  • CRM (Customer Relationship Management): to manage your business contacts and prospecting.

Connect your email address

To sync your email exchanges with Jarvi:

1. Go to Jarvi’s Settings.
2. Connect your email address (Gmail, Outlook, etc.).
3. Jarvi automatically syncs emails sent and received with your profiles.

You can also add your email signature so it’s automatically included in messages sent from Jarvi.

Candidate profile and sending messages

Each profile has a complete profile page with:

• Personal and professional information
• Full interaction history (emails, LinkedIn, calls, notes…)
• Associated recruitment projects

From this page, you can send a message directly via email, LinkedIn, InMail, WhatsApp or SMS, without leaving Jarvi.

Understanding statuses

Jarvi automatically manages your candidate statuses:

• Automatic: Jarvi detects interactions and updates the status (contacted, followed up, replied…).
• In process: the candidate is actively being tracked in a recruitment process.
• Archived: the candidate is no longer active on this project.

To change a candidate’s status, simply click on the current status and select the new one.