How it works
Clara is a Virtual CRM Assistant that turns your Personal WhatsApp into a productivity tool. Through a chatbot experience, users can interact with their CRM and update client records without ever leaving the messaging application. This reduces friction that comes with opening up a CRM, clicking through the desired destination, and filling out a lengthy form.
What can Clara do?
- Document client conversations, including documents (images, PDFs, Excel Sheets, etc) from your Personal WhatsApp to your CRM
- It is completely private. You only document the messages and files you want to save to the CRM.
- Create new CRM contacts without leaving WhatsApp
- Create new notes and save them at any CRM data hierarchy (company, client, pipeline opportunity)
- Update pipeline opportunities
RELE.AI believes in privacy so it has built the platform with a “no data capture” policy. Our users continue to enjoy WhatsApp’s end to end encryption. Messages and files between the user, Clara, and the CRM are also encrypted. Moreover, RELE.AI keeps none of this data in our services. All of our platform intelligence is run on server memory and promptly deleted.
How does it actually work?
Pick only the messages and files you want Clara to save to the CRM
Clara will ask where to save the messages and files to the CRM. You can search by client name, company, phone number, or even share a VCF.
Clara will search the CRM and propose exactly where in the client’s account to save the data. Since CRMs have different data hierarchies, Clara will give you the option to save at the Client, Company, or Business Opportunity level.
Select where in the CRM to save the data.
Voila! Data saved to CRM
Clara will save your conversations and files exactly where you wanted.
New contact? No problem!
If Clara does not find the contact in the CRM, it will ask if you would like to create one. You can quickly share the contact VCF or share each contact detail. Once created, Clara will swiftly create the new contact in the CRM and create a new note with the data.