Raichel Reveal: Raichel AI Platform Features & Updates

In this episode of Raichel Reveal, we spotlight a new Conversation AI capability that lets you define explicit Knowledge Base triggers so the agent pulls and uses the right content in specific scenarios. Set it up in AI Agents > Bot Training by adding a Knowledge Base trigger, selecting the desired KB, and specifying the conditions for use. For businesses, marketers, and agencies this delivers...

In this episode of Raichel Reveal we spotlight Live Sessions in Courses, a new feature that lets creators plan, host, and reuse live teaching directly inside Raichel AI. As an all-in-one business platform, Raichel AI now provides a central hub to schedule one-time or recurring events, manage notifications and learner access, and capture recordings that can be added back into courses as lessons. Fo...

In this episode of Raichel Reveal we introduce Live Room as a native event location inside community Events, so you can host live sessions without sending members to third‑party tools. Inside Raichel AI, an all-in-one business platform, organizers can create an event from the Memberships area, select Live Room, set visibility or pricing, and publish for seamless attendance. This update gives marke...

In this episode of Raichel Reveal... we introduce the redesigned Messaging Analytics experience in Raichel AI, an all-in-one business platform. The updated dashboard delivers cleaner layouts and interactive charts with period-over-period comparisons and color-coded trend indicators. New visualizations include a failure rate trend with a 10% threshold, a compact failure-reason breakdown, and an opt...

In this episode of Raichel Reveal we introduce Contact Page Customization, a targeted update that lets teams tailor the contact detail view so only the fields and sections they need are displayed. Available from the Contacts area under Smart Lists, you can create or edit views, assign them to specific users or roles, and rearrange modules and panels for a cleaner, role-specific experience. As part...

In this episode of Raichel Reveal we highlight improvements to the Drip Action, Raichel AI’s workflow tool that paces contacts through automations. The update adds a live Drip Preview showing batch numbers and scheduled send times up to ten batches ahead, a hover narration tooltip that summarizes configuration, and a discoverable statistics button that opens a detailed performance and status view....

In this episode of Raichel Reveal we introduce a new Find & Replace tool inside Workflows in the Automation section of Raichel AI. The feature lets you search custom values, tags, or plain text within a single workflow, jump directly to matches, and perform targeted replacements or Replace All for supported values. The search supports partial, case-insensitive matches and keeps results scoped...

In this episode of Raichel Reveal, we introduce the new AI Agent action for workflows, a single-step automation that plans, decides inputs, handles edge cases, and executes tasks without requiring dozens of pre-built branches. Because Raichel AI is an all-in-one business platform, agents can access CRM context—contact records, pipeline data, calendar availability, opportunity history, and custom f...

In this episode of Raichel Reveal, we walk through a new appointment workflow enhancement in Raichel AI that lets you message the right attendees for multi-participant bookings. The Customer Booked Appointment and Appointment Status triggers now include enrollment options to target the primary contact, the primary plus any guests, or guests only — workflows run once per enrolled contact, and guest...

In this episode of Raichel Reveal we spotlight an important Social Planner upgrade: a flexible date range and comparison selector that replaces the fixed seven-day view. Now you can pick any start and end date, view KPIs, totals, and charts for that exact campaign window, and compare it to another period directly inside the app. As part of Raichel AI, an all-in-one business platform, this change s...

In this episode of Raichel Reveal we spotlight a major update to the Social Planner: secure, shareable approval links that let clients review, approve, or request changes without creating CRM accounts. Raichel AI is an all-in-one business platform, and these password-protected links expire after 30 days and are managed centrally so teams always know who has access. Marketers and agencies will save...

In this episode of Raichel Reveal we introduce the new Card Details element for Documents & Contracts — a field you can add in the document builder to collect payment information during signature. Raichel AI is an all-in-one business platform, and this update merges contract signing with secure payment capture via a pop-up where signers can enter and optionally save card details for future bil...

In this episode of Raichel Reveal... we highlight a redesigned Contact page that places Opportunities in their own dedicated tab on the right-hand panel, just below Associations. Within Raichel AI, an all-in-one business platform, this update boosts visibility and speeds access to opportunity details without altering your underlying data. Opportunities remain temporarily listed under Actions to ea...

In this episode of Raichel Reveal, we introduce Buy Now, Pay Later for calendar bookings inside Raichel AI, making it easier for clients to book high-ticket appointments while you receive payment up front. Raichel AI is an all-in-one business platform, and these new options live in Payments > Integrations > Stripe > Manage Payment Methods (switch product context to Calendars and toggle BN...

In this episode of Raichel Reveal we highlight a productivity update that lets you reply to TikTok comments directly from the Social Planner in the Marketing section. Raichel AI is an all-in-one business platform, and this addition keeps social engagement centralized so teams don’t have to jump between apps or manage extra credentials. By responding to comments in-platform, businesses, marketers,...

In this episode of Raichel Reveal we spotlight a faster, more consistent styling workflow in the Builder: the color picker now displays Brand Colors, Default Colors, and Global Custom Colors together and previews saved brand selections in real time. Raichel AI is an all-in-one business platform, and this update eliminates hex-code hunting and tab switching by letting teams manage, save, and apply...

In this episode of Raichel Reveal... we highlight new image layout controls inside Raichel AI’s Forms & Surveys. The update provides four layout styles plus alignment, corner radius, and spacing options, and lets you set a default image layout or override the image and layout on individual survey slides. These tools help you position and style images so forms and surveys look polished and on-b...

In this episode of Raichel Reveal we walk through the upgraded Review Request page, now featuring a powerful search bar that finds requests by contact name, email, or phone, plus a “Sent via” channel filter and status filters for queued, undelivered, sent, delivered, opened, read, and failed messages. Raichel AI is an all-in-one business platform that centralizes customer feedback so teams can man...

In this episode of Raichel Reveal... we walk through an update that streamlines custom fields inside Raichel AI, an all-in-one business platform. The redesign cleans up the interface, highlights unique and searchable fields, and introduces an object-based view selector so you can switch quickly between Contacts, Opportunities, and other objects. A live preview shows how fields will appear on conta...

In this episode of Raichel Reveal... we introduce the new Fathom integration, which automatically pulls meeting transcriptions, summaries, and notes into Raichel AI. The integration links Fathom to workflows so teams can map participant data to CRM contacts, trigger follow-ups, create tasks, or send internal notifications without manual copy‑paste. Setup is simple via the Integrations area—connect...

In this episode of Raichel Reveal... we introduce the new SLA Performance Dashboard in Conversations. This analytics tool, available in the Conversations Analytics tab of Raichel AI — an all-in-one business platform, consolidates response times, SLA adherence, and performance trends so teams can measure how well SLAs are met. Use it to select a time range, view the overview snapshot, toggle trend...

In this episode of Raichel Reveal... we cover a concise update to pipelines in Raichel AI, the all-in-one business platform. You can now create and edit pipelines directly from the pipeline dropdown without leaving your workflow, and choose from neutral, colored-dot, or full-tint stage displays. Those color choices persist across the Kanban board and record views, creating consistent visual cues f...

In this episode of Raichel Reveal we introduce conversational appointment booking: Conversation AI can now schedule service appointments directly into your Services Calendar from SMS, Live Chat, Facebook, Instagram, or WhatsApp. Built into Raichel AI’s all-in-one business platform, the update adds a memory layer so the bot remembers context, asks clarifying questions when needed, and presents a bo...

In this episode of Raichel Reveal... we introduce Conversation AI's new email capabilities inside Raichel AI, an all-in-one business platform. The update lets AI Agents read and reply to inbound email with the same contextual intelligence used in messaging channels, plus email-specific controls: a dedicated configuration layer for sender and reply behavior, default CC/BCC recipients, and form...

In this episode of Raichel Reveal we introduce a simple but powerful CRM update: you can now create associations between objects and company records inside Raichel AI. As an all-in-one business platform, Raichel AI now lets you link the objects you rely on directly to company records so B2B workflows no longer rely on workarounds. Enable associations from your subaccount settings in the Companies/...