Releventful

Learn how to set up Rae with your business guidance, test AI-generated responses, and manage sales replies.

Getting Started with Rae

Learn where and how to use Rae for sales replies, business insights, and building client workflows.

What Rae Can Do in Releventful

Learn how to give Rae clear, effective requests and review its results before taking action.

How to Use Rae Effectively

Use Rae to build and customize workflow drafts for repeatable client and team processes.

Using Rae to Create Workflows

Learn how to build and customize portal templates with Rae for each event type and client journey.

Using Rae to Create a Portal Template

Learn how to use Rae to create and manage personalized sales follow-ups based on each lead’s conversation.

Using Rae to Create Sales Campaigns and Communications

Learn how to use Rae alongside the lead card to review inquiries, prepare responses, and manage next steps.

Using Rae to Manage Leads

Learn how to use Rae for event insights and make updates directly within the event record.

Using Rae to Manage Events

Learn how to use Rae to find and understand business information while verifying the source before taking action.

Using Rae to Find Information in Releventful

Learn how to use Rae to understand business trends and verify the reports and records behind its insights.

Using Rae for Reporting and Insights

Learn how to use Rae to understand failed payments and determine the appropriate next step.

Using Rae to Identify and Resolve Failed Payments

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

How Rae Works for Clients in the Client Portal

Learn how Rae follows employee permissions to provide access only to the brands, events, and information each team member can view.

Rae Permissions and Data Access

Learn when to use Rae for answers and drafts, and when your team should review and take action.

What Rae Can and Cannot Do

Naomi Sherman

Learn how to set up and use Rae to assist with sales, workflows, business insights, and everyday tasks in Releventful.

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