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How Rae Works for Clients in the Client Portal

Learn how clients can use the Event Assistant to find event information, tasks, documents, and payments in their portal.

Written by Naomi Sherman

The client-facing Event Assistant can answer questions using information shared for that event. It helps the client find a task or payment but does not replace the venue team for changes to the booking.

Before you start

The business must have the client-facing Event Assistant feature available and the event must have client-visible information to use.

In Releventful

  1. Open a sample event and click Open Portal. Use the guest or client view to find Ask Rae.

  2. Ask about a shared task, document, or payment. Click Rae’s link and confirm that the answer opens the correct client-visible item.

  3. Check what happens when the client asks for a date, amount, or booking change Rae cannot make. Use the portal message or team handoff path to contact staff.

  4. Correct any wrong source item in the event record, save it, and test the client question again.

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