JeffreyAI Help & Support

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Popular searches: AI Email, Contacts, Engagements

WhatsApp Sender Message Limits and Quality Rating

Category: Communication Tools and SettingsWhatsApp

WhatsApp Messaging Limits If the limit is reached, no new conversations can be started until an active conversation ends or the 24-hour window resets. Quality...

Set up WhatsApp Templates 

Category: Communication Tools and SettingsWhatsApp

Follow these steps to set up your account and start using the WhatsApp feature within JeffreyAI:  Stage 1: Login to JeffreyAI  Stage 2: Configure the...

AI Email Area

Category: Communication Tools and Settings

The AI Email area in JeffreyAI will allow you to send emails in the platform, opening up the Engagements feature. As well as this, it will also allow the...

How to Assign an Activity to a Contact in JeffreyAI

Category: Contacts and Organisations ManagementEngagement and Activity Management

Assigning tasks to specific contacts in JeffreyAI allows you to keep track of activities and ensure they are managed by the appropriate team members. Here’s...

Managing and Testing AI Responses in JeffreyAI

Category: Communication Tools and Settings

The AI Responses section in JeffreyAI helps you automate email replies, ensuring consistent communication with leads and supporting lead qualification....

Important Settings for WhatsApp and SMS in JeffreyAI

Category: Communication Tools and SettingsFAQWhatsApp

To ensure that your WhatsApp and SMS communications work smoothly with JeffreyAI, it’s essential to configure a few important settings. Here are key tips and...

How To View SMS and WhatsApp Credit Usage

Category: Communication Tools and SettingsFAQSubscriptions and BillingWhatsApp

How to View SMS and WhatsApp Credit Usage To check your SMS and WhatsApp credit usage on JeffreyAI, follow these steps: Navigate to Your Profile: Access the...

Support Management

Category: Engagement and Activity Management

How to Create and Manage Support Management on JeffreyAI With JeffreyAI, you can easily assign support management Tickets related to specific contacts or...

How to Connect Facebook Adverts with JeffreyAI Using Zapier

Category: FAQIntegrations and External Connections

You can easily automate the transfer of new leads from Facebook Ads to JeffreyAI using Zapier. Follow these steps to set up the integration: Create a Zap in...