JeffreyAI Help & Support

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Popular searches: AI Email, Contacts, Engagements

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...

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...

Groups

Category: Engagement and Activity Management

The Groups section in JeffreyAI enables you to organise and link contacts, saving time by allowing you to send messages to multiple contacts simultaneously....

Activities

Category: Engagement and Activity Management

The activities page shows all your recent actions, including notes, phone calls, meetings and emails sent to contacts or organisations, as well as upcoming...

Products

Category: Engagement and Activity Management

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...

What are automated engagements?

Category: Engagement and Activity Management

What Are Engagements in an Automation Platform? In an automation platform, engagements refer to the set of automated actions and interactions designed to...

Creating Engagments

Category: Engagement and Activity Management

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...