How to create an organisation
The organisation page lists and details all the organizations in your Jeffrey AI workspace, detailing their contact details, location, industry, and more. You can view your organizations by selecting the suitcase icon on the taskbar. Watch the video above to find out how to create an organisation....
How to Set up a Contact
Business Plan only video. Video tutorial showing how to create a contact...
Settings
The settings page allows you to customize several features within Jeffrey AI related to the pages and user control. You can access the settings tab by clicking the gear icon from the navigation bar. Please note that some customization features may not be available depending on your user permissions: Super Admins have access to all areas. Users have access to most areas but lack the admin permissions of a super admin. Users can also have some settings, such...
User Profile
General User Information In this tab you will be able to edit information about yourself, including your name, telephone, profile picture and company address. You will not be able to edit the Company name, details. On Profile page you will be able to do the following: Check your general user information. Change your password Add, remove or edit payment information. Browse and select your Jeffrey AI subscription Choose your notification preferences. Set AI email preferences When you select the profile icon, you’ll have the...
Glossary
Activities – Actions taken by a user within Jeffrey AI, including communications, deal progress and notes. Activities will appear in your notifications and can be customised on your Profile. Archive – A place on the Engagements page to store older or unused engagements, rather than delete them. Engagement – A function used to contact a large group of people, such as for marketing, including customisable emails and workflows. Export – A function used to create a copy of selected data for use...
Groups
The group's page allows you to link contacts together and save you time by being able to send them all a message at once. Opening the page will show you a list of current groups, including their names, how many members they have, and engagements linked to them. Creating a New Group You can create a new group by selecting the “Create Group” button in the top right-hand corner of the page. This will open a side column...
Opportunities
The Opportunities page allows you to track your progress with current deals and potential leads. You will also be able to see the value of the opportunities individually, at each stage, and in total. The opportunities page can be found on the main task bar by clicking the paper icon. The opportunities table will list every current opportunity created, and from the table you can view the stage, type, value and product linked to it. You will...
Activities
The activities page shows all your recent actions, including notes, phone calls, meetings and emails sent to contacts or organisations, as well as upcoming tasks in your calendar. The activities tab is shown as the tick box on the main task bar. The activities table will list all activities in a similar format to tables on other pages. 2 new columns exclusive to the table are the Status and Type columns. While these share the same...
Engagements
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 based and can be used for mass marketing a product or service. Engagement Details You can click on any engagement to view it in more detail. From here you will be able to clearly see and review the engagement’s performance. In the top left of the screen you will be able to view...
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