Releventful

Learn how Rae Website Chat answers visitor questions, qualifies leads, schedules appointments, and connects visitors with your team using your approved business information and settings.

Understand Rae Website Chat

Learn how to set up Rae Website Chat by choosing your chat goal, adding approved business information, configuring inquiry forms, and customizing lead qualification rules, availability checks, and follow-up actions.

Set Up Rae Website Chat

Learn how to configure appointment booking in Rae Website Chat, including calendar connections, host availability, scheduling rules, and notifications, so visitors can book tours or consultations directly through your website.

Set Up Appointment Booking in Website Chat

Learn how to test, approve, publish, and install Rae Website Chat on your website, verify live conversations, and manage updates to your published chat.

Test Publish and Install Website Chat

Learn how to manage website conversations in Rae Inbox, respond to visitors, assign team members, review and approve inquiries, and follow up on leads and appointments.

Manage Website Conversations in Rae Inbox

Naomi Sherman

Learn how to set up, customize, test, publish, and manage Rae Website Chat to engage website visitors, capture leads, book appointments, and manage conversations in Rae Inbox.

Rae Website Chat

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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