Rae can explain information and prepare drafts in supported areas. The team remains responsible for checking the record and choosing actions that affect clients or live workflows.
Before you start
Choose a real task and identify whether it calls for an answer, a draft, or an action in Releventful.
In Releventful
For a question, open Dashboard or a relevant report, ask Rae, and inspect the cited source.
For a sales reply, open Rae Inbox, compare the draft with the conversation, and choose review or an available send action.
For a workflow, open its draft timeline, inspect every generated item, click Save draft, Review saved draft, Try the client portal, and Review event impact before publishing.
After any real action, reopen the conversation, event, invoice, or workflow to check its status.