Module 3 check: Client Communication

Module 3 Check

Client Communication

Email, SMS, voice, calendar and the AI tools that draft and summarise for you.

Part 1

Test your knowledge

Question 1

What is EffiSign primarily used for?

ASending SMS reminders

BCollecting e-signatures on documents

CBooking calendar meetings

DRunning credit reports

▸ Show answer

Correct answer: B. EffiSign is Effi's built-in e-signature tool for getting documents signed without leaving the platform.

Question 2

Where can you preview how a document email will look before it's sent?

AThe HTML preview in document email template selection

BThe audit log

CThe Kanban board

DThe billing settings

▸ Show answer

Correct answer: A. Document emails let you select a template and preview the rendered HTML before sending.

Question 3

What does Voice AI do?

ATranscribes and assists with phone calls

BAutomatically approves loan applications

CReplaces your calendar

DSends bulk SMS campaigns

▸ Show answer

Correct answer: A. Voice AI provides call handling and assistance features layered on top of your calls.

Question 4

What must you set up so clients can book time with you directly?

AYour weekly availability

BA referral partner account

CA discharged toggle

DA workflow stage

▸ Show answer

Correct answer: A. Availability settings determine what times are offered to clients through the calendar scheduler.

Question 5

What can Effi NoteTaker do during a client meeting?

ARecord the meeting and generate smart notes from an AI template

BAutomatically e-sign documents

CBook a follow-up flight

DClose the lead automatically

▸ Show answer

Correct answer: A. NoteTaker records conversations and produces structured, AI-generated notes and templates from them.

Question 6

Where do replies to an SMS sent from your own number show up?

ANowhere, they aren't tracked

BIn the messaging tab against that lead

COnly in your personal phone

DIn the billing section

▸ Show answer

Correct answer: B. Two-way SMS replies are captured and shown in the messaging tab, linked to the relevant lead or contact.

Part 2

Practice in your portal

Use practice leads, not live clients, for all of the tasks below.

1

Set up your signature and send a document email

1. Add your email signature in settings.

2. Send yourself a document email using a template.

3. Preview the HTML rendering before it's sent, then send it.

2

Send a test SMS

1. Send an SMS from your own number to yourself or a colleague.

2. Reply to it from the recipient's phone.

3. Check that the reply appears correctly in the messaging tab.

3

Set your availability and book a meeting

1. Configure your weekly availability in the calendar scheduler.

2. Book a test meeting into your own calendar through Effi.

3. Confirm it appears correctly in your synced external calendar.

4

Use the AI Assistant and log a task

1. Open a practice lead and ask the AI Assistant to draft a follow-up email.

2. Review and adjust the draft.

3. Log a task against the same lead for your next action.

Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.

Back to Onboarding Course →

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