How it works
- Create account with RELE.AI
- Add as many users as needed.
- Once the organization and users are setup, RELE.AI will provide access (mobile number) to Clara, the CRM bot.
- Users in need of documenting client conversations can easily forward messages and documents to Clara (CRM Bot).
- Clara will ask for client’s contact information (VCF, name, phone number, or email address).
- Clara locates the client’s account and will save the information to the CRM.
RELE.AI respects your privacy. We do not store your conversation data and will transfer it from your Instant Messenger directly to the CRM via an API integration.