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Tutorials

Mailbox and Email Editor

In the mailbox you can see all your inbound and outbound emails to every contact including engagements and AI responses. The Mailbox page is accessible via the envelope icon. The Inbox and Outbox will separate your outbound and inbound emails but are formatted in the same way. Clicking on a message will open it up in the preview box on the right-hand side, this will also track any prior conversations you’ve had with the recipient in a...

Login, creating an account and changing your password

Login When you first access Jeffrey AI, you will first face this screen. From here you have the option to do one of the following: Create a new account Login in with a previously account Reset their password. To login, you can type in your Username and password in their respective boxes and select “Log in” to enter Jeffrey AI. On some occasions you may be required to complete 2-step verification. A text with a 6-digit code will be sent to...

Contacts

The contacts page allows you to few all your contacts that relate to your business. In the table you will be able to see key information relating to that contact, including their email, phone number, organisation they’re linked to and best contact time. Creating Contacts In the top right-hand corner, you will see three buttons: Import, Export and Create Contact If you select “Create Contact” a side-column will open on your screen to the right hand side. From...

Notifications

The notifications tab is a page you can use to keep updated with everything going on in your JAI workspace, from changes to contacts to new engagements and updates to opportunities progression. The notification tab is identifiable by the bell on the main taskbar. A small blue dot will appear on the bell if there are new notifications for you. Notifications are slightly different from every other icon on the taskbar. Notifications do not have its own...