JeffreyAI Help & Support
Popular searches: AI Email, Contacts, Engagements
Popular searches: AI Email, Contacts, Engagements
The User Profile section in JeffreyAI allows you to manage your personal settings, preferences, and billing information. Here’s a breakdown of each tab and its features:
In this tab, you can edit information about yourself, including:
When you access your Profile page, you can:
Selecting the Profile icon also gives you the option to access your profile or log out.
To update your profile picture, select Update Photo. This picture will appear as your profile icon and in relevant areas, such as deal assignments.
You can update your password directly within the workspace:
In Payment Information, you can manage your billing details and view your billing history:
The Subscriptions tab displays all available JeffreyAI plans and their features, with your current plan highlighted. You can switch plans anytime:
In the Add-Ons section, you can enable additional features and integrations to enhance your experience on JeffreyAI:
Add-Ons allow you to customise JeffreyAI’s capabilities to fit your workflow, expanding the platform’s functionality to match your engagement and communication preferences.
In Notifications, you can select your preferences for receiving updates from each section: