Tutorials RSS



Getting Set up

This is a continuation of "Getting Started" please make sure you have viewed that tutorial first.Once you have downloaded Jeffrey, you can sign in using the details you entered under the ‘Create Username’ page.   Next, you need to insert the licence key that was emailed to you. This will activate your account and give you an expiry date. After logging in, you will be presented with a new user welcome message. Clicking 'Get Started' takes you to the settings page which when completed will enable you to use Jeffrey. Fill in the details listed. Make sure to insert the Office 365 account into the AI fields. If you do not have an Office 365 account, you can get one from...

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Getting started

To Get Started with Jeffrey AI, first you need to Click on the Get Started button. Please be sure to have an office 365 account as it's necessary to use Jeffrey AI. Next you need to select your subscription, Starter or Pro, and 365 package if you do not already have one. All Professional Packages have the same features, just with additional Lead variety.  After you've selected your subscription, you need to create your account. If you already have an account, you can login via the link above the 'First name' field.    Once you have registered and checked out, you need to create a username for you to use to sign into Jeffrey. An email will be sent containing a Licence key....

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Training Your AI

To get your AI started, you need to start training it with responses. First login to Jeffrey and head over to the AI tab.   Now you can click on the empty row and hit Edit reply. You will see the text editor appear on the right-hand side. The small button in the top right allows this window to pop out. In the top in the top boxed labelled Received Text, you should type a phrase that you want your AI to respond to. The large box underneath you can structure your email reply using the text editor tools.   After closing the Editor, can change the settings of the reply. Such as, is the reply; active ore inactive, part...

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Adding or Making new Leads

How to add or make new Leads   To add or make new leads you will need to go to the ‘Leads’ tab from the navigation bar on the left side. Once here you will see a screen like the below. You will need to use the table in the middle of the page to input data about your lead. ‘Lead ID’ is an automatically generated number so you don’t need to do anything with this column. Under the columns shown below you will need to fill out as much information as you can about each lead. The more information there is, the easier it will be to get in touch with them in the future. When you have completed...

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Downloading A Template

A template contains the intelligence created by the user who authored the template, and you can build your own template that other users can download too. If you want to train your AI and then sell the trained AI you can charge a fee for this. Below describes how you can download another user's template. To download a template you will need to head to the ‘Settings’ Page by clicking the 'Settings' button on the navigation bar and head to ‘Template Settings’ as shown below.   When you reach this page you should select the ‘Download Template’ button. This allows you to search through all of the available templates.  Once you have found one that you think will suit your leads you can...

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