Open work0Manual and conversation-created
Dashboard
See the work, conversations and outcomes that keep your workspace moving.
Pending requests0Waiting for action
Completed this week0Recently finished
Active workflows0Published and ready to use
How Jill’s core workflow fits together
- Choose the Work Type your team handles.
- Create and publish a workflow for the conversation.
- Create a Request and share its Jill link with the recipient.
- A successful completion creates Work; a follow-up Request from existing Work adds to that same record.
Popular workflows
Work by status
Recent activity
Upcoming tasks
Lifetime overview
A concise view of the work your workspace has completed in Jill.
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Work 0
Create work manually when it starts with your team, or let Jill create work when a conversation is completed.
Customers 0
Keep customer details and their complete Work history together.
Workflows
Build and publish guided conversations for repeatable processes.
Live workflows0
Draft workflows0
Requests sent0
Completion rate—
Create a workflow
Choose a builder type to get started.
Documents
Find, edit and prepare the PDF documents Jill uses for Signed Outcomes.
Saved documents0
Ready to use0
Draft documents0
Requests
Track Jill conversations from sent through completed. Incomplete, expired or cancelled conversations stay here and do not become Work.
Total requests0
Opened0
Sent0
Completed0
| Request | Workflow | Latest Work | Status | Sent | Reminder | Actions |
|---|
Scheduled Jill requests
Create a Jill request once or on a recurring calendar schedule.
How delivery works
At each due time Jill creates a distinct request link. Email sends it to the recipient; Dashboard reminder alerts you in Jill so you can share it yourself; Both does both.
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Reports
Analyse workspace activity, performance, usage and trends over time.
Team
Manage workspace members, invitations, roles and individual permissions.
Team performance—
Members0
Pending invitations0
Roles0
Workspace members
Active and disabled members retain their historical work attribution.
| Member | Role | Status | Assigned | Completed | Actions |
|---|
Pending invitations
Resend an invitation or cancel access before it is accepted.
No pending invitations.
Billing
Review your subscription, payments and prepaid verification checks.
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Current usage
Usage recorded in the current anniversary billing period.
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Payment method
Jill stores only reusable payment permission and masked card details—never a full card number or CVV.
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Billing details
Company, contact and address details used on invoices and payment notices.
Invoices and payments
A payment marked “confirming” is checked securely before access or balances change.
Verification billing
Review prepaid balances, purchases and the immutable usage statement.
Verification balances
A balance is reserved while a check is running and consumed only after a confirmed chargeable result.
Verification purchases
Review earlier prepaid bundles or load their current quantities into a new cart.
Verification usage statement
Purchases, reservations, completed checks, releases, adjustments and refunds.
Your profile
Manage your personal Jill details and account security.
Profile photo
Choose a PNG, JPEG or WebP image smaller than 2 MB. You can centre and zoom it before saving.
This is how your name appears across Jill CRM.
Your login email changes only after the new address is verified.
Change login email
Jill will send a secure link to the new address. Your current login remains active until verification.
Account security
Change your password and review signed-in devices.
Active sessions
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Settings
Manage workspace preferences, defaults and white-label branding.
White-label branding
Keep Jill by default, or brand only the request and signing experiences your clients see.
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Enter a six-digit hex colour, for example #0D2F7A.
Enter a six-digit hex colour, for example #14B8A6.
Client-facing logoUpload a PNG, JPEG or WebP image no larger than 2 MB. Jill stores it securely for this workspace.
Using the Jill logo.
Custom domains are not yet available. Requests and signing continue to use the secure Jill client address.
Live client preview
Request header
Unsaved changes appear here only. The Jill CRM workspace remains Jill-branded.
JillYour AI workflow assistant
Work Types
Choose the names your team uses for Work, such as Jobs, Claims, Onboardings or Applications. Deactivated types remain visible on historical records.
How Work Types affect workflows
Manual Work uses the type you select. A published workflow keeps the Work Type chosen for that version, and deactivating a type does not change historical records.
Open Settings to load Work Types.
Add-on Modules
Open the optional Jill tools enabled for your workspace.
Jill operations control room
Reporting
Understand current platform activity, adoption, customer engagement and operational health.
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System Admin
Manage Jill workspaces, lifecycle access and tenant feature entitlements.
Tenants
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| Workspace | Owner | Status | Billing | Created | Activity | Actions |
|---|
Help centre
Search practical Jill guidance or start a guided tutorial in your own workspace.