Use Rae for context around an event, then make any actual change in the event record where staff and clients will see it.
Before you start
Know the event name, date, and brand, and have access to its relevant sections.
In Releventful
Use the search bar to find the event and open its side panel. Choose Financials, Scheduling, Messages, To-Dos, or another Event Section to check the current facts.
Ask Rae a narrow question in an available Rae business or event view, naming the issue and date. Open the cited event item rather than relying on the answer alone.
Use the event side panel’s Quick Action or Event Section to make the approved change: for example Edit Event Details, Add Task, or Send Email.
For event details, click Save and Done. For a task, complete its owner and due date, then Save. For an email, check the recipient and message, then click Send. Reopen the changed section or conversation to confirm the result.