To view your past JeffreyAI invoices: Note: The information displayed on past invoices can’t be changed, and any changes made to your billing information...
The User Profile section in JeffreyAI allows you to manage your personal settings, preferences, and billing information. Here’s a breakdown of each tab and...
Activities – Actions taken by a user within JeffreyAI, including communications, deal progress and notes. Activities will appear in your notifications and...
The Groups section in JeffreyAI enables you to organise and link contacts, saving time by allowing you to send messages to multiple contacts simultaneously....
The activities page shows all your recent actions, including notes, phone calls, meetings and emails sent to contacts or organisations, as well as upcoming...
The Organisations section in JeffreyAI allows you to manage all companies or organisations linked to your contacts, providing essential details like contact...
If you’re a company that sells goods, you can make use of the product and services page of Jeffrey AI, which will list and details all the goods you have...
When you’re creating new business, it is important that you can keep on top of all your leads and avoid letting deals slip away. The AI page allows you to...
Engagements and AI responses. The Mailbox page is accessible via the envelope icon. The Inbox and Outbox will separate your outbound and inbound emails but are...
Login When you first access Jeffrey AI, you will first face this screen. From here you have the option to do one of the following: To login, you can type in...
