The contacts page allows you to view all your contacts that relate to your business. In the table you will be able to see key information relating to that...
The notifications tab is a page you can use to keep updated with everything going on in your JeffreyAI workspace, from changes to contacts to new engagements...
The JeffreyAI Email Scout is a tool for providing lead info and the ability to push that info into JeffreyAI when on a LinkedIn page JeffreyAI Email Scout –...
To change your subscription plan on JeffreyAI, follow these steps: By following these steps, you can transition to a plan that better suits your business...
Zapier is a web-based automation platform that allows users to connect different apps and automate workflows without needing to write any code. It acts as a...
This guide will walk you through the steps to create a new opportunity in the automation platform. Follow these instructions to ensure you have entered all...
If you decide to cancel your JeffreyAI account, follow these steps: Go to Your Profile: Navigate to your Profile section within JeffreyAI. Click on Cancel...
Email warmup is a strategic process used to improve the deliverability and reputation of an email account or domain, particularly for new or dormant addresses....
This guide helps users of our platform to import their contact list into the system. Users can use a CSV or Excel file for this process. After the import,...
What Are Engagements in an Automation Platform? In an automation platform, engagements refer to the set of automated actions and interactions designed to...
