FAQs


Prerequisites

Windows 7, 8 and 10 for the JeffreyAI client version

We are currently working on a web version which you now can access in BETA from our website. Only requirement is that you register an account.

1 Office365 premium subscription for JeffreyAI to communicate via.

Who is Jeffrey? 

Jeffrey is your new sales assistant, never tired, always on time and never sick or lose control of your leads. Always responding within minutes and able to manage 1000s of your contacts at any time.

How do I set up Jeffrey? 

You will need to decide what account you would like Jeffrey to run from. Then launch Jeffrey, and go to settings, put in the email address and password of the account you would like to use. Input the sales persons details, this is the person who will be taking over the qualified leads. Then you will need to fill out the details of the sales manager, this is the person that will be overseeing the account.  

Open the leads tab and enter your leads either by uploading a CSV file or manually entering the details of your leads. Once this is done you are ready to start. 

Who can use Jeffrey AI? 

Jeffrey can be used by anyone running on a windows device.  

Is there a web version? 

We are currently working on a web version and will be launching very soon. 

How do I know when a lead needs my attention? 

You will be sent an email notifying you when a lead becomes qualified.  

What KPI’s will Jeffrey record and report? 

Jeffrey will be recording a number of KPI’s and they can be found on the dashboard of your Jeffrey AI App. The KPI’s it will be recording are;  

  • Number of leads created by month 
  • Number of emails sent to leads by month 
  • Number of emails received from leads by month 
  • Number of leads qualified by campaign 

How many leads can I have active in Jeffrey? 

You can upload and manage 25 leads for free on the Jeffrey platform. If you need more leads, then we have got some further packages that you can look at under the subscription plans tab. 

How many campaigns can I run at the same time? 

You can run as many campaigns as you would like to at any given time, as long as you have inputted the date then you can run the campaign. 

How do I upgrade or downgrade my plan? 

If you would like to change your plan or you have any other queries about your account then please get in touch with us on jack.clunie@jeffreyai.com 

How long can I stay on the free plan? 

You can stay on the free plan for as long as your active leads stay below 25. 

If your questions weren’t answered here, please send us a message here.