Rae can help your team answer business questions, prepare sales replies, and build workflow drafts. Start by giving it approved business guidance and testing a realistic inquiry.
Before you start
You need an owner or administrator with access to Settings > Rae AI. Some client-facing Rae features require a separate paid feature.
In Releventful
Click Settings > Rae AI. Open When Rae helps to review which sales campaigns start Rae assistance.
Open Sales guidance & rules. Enter approved service facts and team handoff rules, then click Save setup draft. Open Review & approve guidance, read the saved version, and click Approve this saved guidance when it is correct.
Return to When Rae helps. Choose Generate Only if staff should review every draft, or Generate & Send only when your approved guidance and account setup are ready for automatic delivery. Click Save when Rae helps.
Click Test Rae replies and try a typical new inquiry, a question Rae cannot confidently answer, and a lead who needs a team member.
When Rae prepares a live sales reply, open Rae Inbox. Read the original conversation and the draft before you edit, review, or send it.