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 To check your SMS and WhatsApp credit usage on JeffreyAI, follow these steps: Navigate to Your Profile: Access the...
You can easily automate the transfer of new leads from Facebook Ads to JeffreyAI using Zapier. Follow these steps to set up the integration: Create a Zap in...
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 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 –...
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...
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,...
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:...
