To create a custom telephone number for your JeffreyAI workspace, you’ll need to set up and link a Twilio account. This integration allows you to manage...
Engagements are a crucial tool to help you effectively reach out to potential contacts, filter out potential leads, and pursue an opportunity. They are email...
When your 30-day JeffreyAI trial period ends, here’s what you can expect: Note: If you wish to avoid charges, be sure to cancel your subscription before the...
With JeffreyAI, you can quickly set up a business phone number for SMS and WhatsApp messaging. Here’s how to get started: By setting up your business phone...
If you need to delete an opportunity in JeffreyAI’s pipeline view, follow these simple steps: Note: Once deleted, the opportunity cannot be restored. Make...
Customising your pipeline stages in JeffreyAI allows you to tailor the sales process to match your unique workflow. Follow these steps to adjust your pipeline:...
To set up and connect your email account on JeffreyAI, follow these steps: By connecting your email account, JeffreyAI can assist with automated responses,...
Managing user roles and permissions on JeffreyAI is a straightforward process that ensures your team members have the appropriate access to the platform....
To set up your profile and company settings on JeffreyAI, follow these steps: Access Settings: Open JeffreyAI and navigate to the Settings option on the...
