Use Rae where it has the right context: sales guidance for inquiries, Rae Inbox for reply drafts, Dashboard and Reports for business questions, and Workflow studio for a client journey.
In Releventful
For sales replies, open Rae Inbox and choose a draft. Read the lead conversation, edit the wording if needed, and choose Mark reviewed or an available approval-and-send action.
For business questions, open Dashboard or Reports, set the brand and date range, and type a specific question in Ask Rae. Open any cited report or record.
For a client journey, open Automations & Operations > Manage Portal Templates, choose an event type, and click Edit workflow > Draft changes. Click Add workflow > Create with Rae.
Review the resulting timeline item and use its editor to correct content, timing, access, or payment details. Save draft and use Try the client portal before publishing.