Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
October: The update you’ve been waiting for
Template Management (Beta), a new document workspace, smarter Fact Finds and a Janet Voice AI demo. ͏ ͏ ͏ ͏ ͏ ͏ ...
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Effi Support Team created an article,
Documents: Preview, and Analyse Documents in One Place
OverviewBefore, you opened each document from a side panel and accepted them one by one. The document workspace brings all the files in a document collection request into one view, so reviewing a f...
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Effi Support Team created an article,
Effi's Voice AI: Intelligent Retries
Janet, Effi's Voice AI, now keeps following up when a client can't talk. She calls back at the time they ask for, texts when they don't answer, and picks up the conversation where it left off.Overv...
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Effi Support Team created an article,
Aircall Automatic Contact Sync
Once Aircall is connected, Effi now creates and updates your Aircall contacts for you, so incoming calls show who's calling.OverviewYou no longer need to add clients to Aircall yourself. Effi keeps...
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Effi Support Team created an article,
New Connective (Nexus) Sync & Login Flow
OverviewEffi now connects to Connective using Connective's own secure login (Nexus). When you sync a lead, Effi may send you to Connective's login page first; once you sign in with your Connective ...
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Effi Support Team created an article,
How to Manage Email, SMS and Document Templates in Effi
Templates let your team send consistent, professional messages without writing them from scratch every time. This article shows you how to find, edit, create and use email, SMS and document templat...
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Effi Support Team created an article,
Module 7 Check: Client & Partner Experience
Module 7 Check Client & Partner Experience See Effi from the other side of the relationship — what your clients see, and what referral p...
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Effi Support Team created an article,
Module 6 Check: Compliance, Reporting & Advanced Tools
Module 6 Check Compliance, Reporting & Advanced Tools Stay compliant, see what your business is doing, and pick up the tools that make a...
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Effi Support Team created an article,
Module 5 Check: Fact Find & Application Processing
Module 5 Check Fact Find & Application Processing From client intake to serviceability — the part of the platform you'll spend the most ...
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Effi Support Team created an article,
Module 4 Check: Document Collection & Management
Module 4 Check Document Collection & Management Collect documents once, analyse them automatically, and get them signed without leaving ...