JeffreyAI Help & Support

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Popular searches: AI Email, Contacts, Engagements

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...

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 SettingsFAQ

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 Billing

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...

Glossary

Category: Communication Tools and Settings

Activities – Actions taken by a user within JeffreyAI, including communications, deal progress and notes. Activities will appear in your notifications and...

AI Responses

Category: Communication Tools and Settings

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...

Mailbox and Email Editor

Category: Communication Tools and Settings

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...

Notifications

Category: Communication Tools and Settings

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...

What is Email Warmup?

Category: Communication Tools and Settings

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....

Setting up email accounts

Category: Communication Tools and Settings

To set up and connect your email account on JeffreyAI, follow these steps: By connecting your email account, JeffreyAI can assist with automated responses,...