What are you looking for?

Simply enter your keyword and we will help you find what you need.

Tutorials

Organisations

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. The organisation's page is very similar to the contacts page but in a more simplified format. The page itself provides a list of all the organisations and some important information about them. Many of the general features in Jeffrey AI are usable...

Products

If you’re a company that sells goods, you can make use of the product page of Jeffrey AI, which will list and details all the goods you have available to sell. The product page can be found by clicking the cube icon on the taskbar. The table displays all the added products. You can filter this by cost or product type.  Product details on the table include their cost price, selling price, any related attachments, and tags....

AI responses

When you’re creating new business, it is important that you can keep on top of all your leads and avoid letting deals slip away. The AI page allows you to send out automatic replies to inbound emails and help maintain communications with them. To access the AI page, click the Head icon on the main task bar. The AI table will show you a table of scripts. Scripts are the replies sent to inbound emails based on...

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...