Help at the point of work
Rae is available within supported areas of Releventful so a team member can ask about a lead, event, report, or setup while viewing the relevant record. A specific question that names the event, desired result, and timing produces a more useful starting point than a broad request.
A faster way to build
For a portal template workflow, the team can describe the client journey and ask Rae to prepare the draft messages, forms, tasks, and timing. Each item remains reviewable. Staff can use Rae Assist to refine it or the full editor to make manual changes, then test the saved client experience before publishing.
The team keeps control
Rae's answer and draft follow the user's access and do not by themselves send a client message, collect money, or publish a workflow. The team checks the underlying record and uses the separate Save, Apply, Publish, or Send action when a real change is intended. Feature availability can vary by account and role.
A good first step
Open a sample lead or event and ask Rae for a summary and a proposed next action. Check the answer against the record. Then use one event type to draft and test a workflow before applying it to live events.
Try this in Releventful
Open Event on the Pipeline, Calendar or searching directly
Ask to Summarize This Event, under Ask Rae
Click on one of the links under Source and review its answer
Navigate to Main Menu
Click Automations
Click Manage Portal Templates, under Portal Template Workflow Automations
Select Event Type
Click Edit Workflow
Click Draft Changes
Click Add Workflow
Click Create with Rae
Click Build Draft with Rae
Review the timeline items
Click Save Draft
Click Review Saved Draft
Try the client portal before clicking Publish