How it works

RELE.AI 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 RELE.AI 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, RELE.AI, 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? Remember any questions just ask!

Step 1

Save RELE.AI as a contact!

Step 2

Open the RELE.AI Chat where the messages you wish to save are located.

Step 3

Press and hold a message.
iOS – press forward to select message
Android – select messages you want to save

Step 4

Select the messages and documents you want to save to the CRM

Step 5

Select RELE.AI (saved on Step 1)

Questions? Contact us

Step 6

RELE.AI receives the messages. Wait for her to respond.

Step 7

RELE.AI will ask you to which client do you want to save the data in the CRM

Step 8

You can search for the client by typing the phone number, name, email, or sharing the Contact Card (VCF)

Step 9

For Contact Card, search and select for the contact saved on your phone. Then share it with RELE.AI.

Step 10

RELE.AI will save the data to the CRM

Thank you for your interest.