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General Features

General Features in Jeffrey AI Once you log into Jeffrey AI, you will find there are some features that are shared across pages so that you can use them immediately without having to second guess how to use them. In this section we will be covering these features. Main Menu Taskbar You can access any of the pages of Jeffrey AI at anytime from the Main Menu, which is situated on a taskbar on the page. Each icon on...


The Dashboard is the first page you will see when you log in to Jeffrey AI, represented as a table icon on the main task bar. The Dashboard displays a variety of graphs, statistics and information about how you, your team, and Jeffrey AI are currently performing, as well as recent activity and upcoming tasks. At the top of the page a number of statistics will display showing changes in deals, tasks and replies, with arrows indicating...