Raichel Reveal: Raichel AI Platform Features & Updates

In this episode of Raichel Reveal... we introduce Facebook Post Sync in the Social Planner, a new Raichel AI capability that imports your recent Facebook posts into the platform. Raichel AI is an all-in-one business platform, and this feature lets teams pull post text, images, videos and basic analytics from the last 30 days into a single marketing view. Setup is simple: connect your Facebook acco...

In this episode of Raichel Reveal... we highlight smarter, more structured Notes inside the Raichel AI CRM. Raichel AI, an all-in-one business platform, now lets teams attach up to five supporting files per note, pin up to two important notes to a contact’s timeline, color-code entries, link notes to related records, and surface keywords from both titles and descriptions via improved search. These...

In this episode of Raichel Reveal we cover a targeted coupons update that lets you apply discounts to specific price points or product variants instead of entire products. Within Raichel AI — an all-in-one business platform — this change gives marketers, agencies, and businesses precise promotional control, eliminating accidental discounts to the wrong SKU and removing awkward workarounds like dup...

In this episode of Raichel Reveal... we spotlight new QR code customization inside Raichel AI, an all-in-one business platform. You’ll hear how updated options — Rounded and Circular shapes, border and frame color controls, and optional rim CTA text — let teams create modern, brand-aligned QR codes that drive action. The workflow is built into the Sites area so marketers and agencies can generate...

In this episode of Raichel Reveal we introduce Advanced Filters in the Analytics area inside Sites, a new capability that lets you drill into Funnels, Websites, and Webinars with precision. Raichel AI is an all-in-one business platform, and this enhancement enables businesses, marketers, and agencies to stack conditions, create nested or alternate filters, and instantly update dashboards to reflec...

In this episode of Raichel Reveal... we introduce a new product-level Cost Price and Margin feature that lets you set cost and margin for every product or variant inside Raichel AI, an all-in-one business platform. After entering a selling price you can enable margin (as a fixed amount or percentage) and Raichel auto-calculates the related value. Cost data now flows into invoices, calendars, and p...

In this episode of Raichel Reveal... We walk through smarter reporting in Raichel AI, where dashboards and custom reports now remember date ranges and filter choices per user. Selections you make—date ranges, dropdowns, and pipeline filters—persist until changed, and you can set comparison ranges at dashboard or widget level (widget-level comparisons override dashboard defaults). Custom reports im...

In this episode of Raichel Reveal we spotlight upgraded Sticky Notes inside workflows — now with rich text formatting, image support, clickable links, and color-coding. These enhancements, built into Raichel AI as an all-in-one business platform, make annotations more expressive and actionable directly within your automations. For businesses, marketers, and agencies this means clearer handoffs, fa...

In this episode of Raichel Reveal we introduce the new Call Whisper option for the Connect Call (IVR) action, a small but powerful update that plays a private heads-up to the person receiving a transferred call before the caller is connected. The whisper is configured inside a workflow—toggle the “Add Whisper Message” option, type a short prompt, and insert tags to surface contact-specific details...

In this episode of Raichel Reveal... we introduce a new direct export for email performance data inside Raichel AI, an all-in-one business platform. The export—available from the Emails area in Marketing under Statistics—delivers CSV files with deliveries, opens, clicks and other key metrics to one or more email addresses via a secure download link that remains available for 30 days. You can expor...

In this episode of Raichel Reveal, we cover an upgrade to the Goal Event action that makes workflows smarter and more outcome-driven. Raichel AI is an all-in-one business platform, and this update adds two new event triggers — Invoice Paid and Review Request Clicked — so workflows can advance contacts based on real payment or engagement actions. You can scope Invoice Paid to a specific invoice (in...

In this episode of Raichel Reveal we introduce the Merge Contact action, a workflow tool that automatically consolidates duplicate contacts so your databases stay accurate without losing historical context. Available in Raichel AI, an all-in-one business platform, the action is added to workflows and configured to detect duplicates by email, phone, or both and to pull selected fields from newer re...

In this episode of Raichel Reveal... you’ll hear about adding notes to Custom Objects in Raichel AI, an all-in-one business platform. The update lets users create or associate notes directly with custom records—deals, contacts, projects—so contextual details and special requirements stay attached to the data they relate to. Because the notes use the same editor and interface as Opportunities, team...

In this episode of Raichel Reveal... we introduce Rentals, a new Raichel AI feature for managing bookable inventory such as equipment or vehicles. Rentals supports duration-based bookings by the hour, day, week, or month and lives in the Calendars area where you create listings, track availability, and publish booking pages. A specialized calendar view and expandable variants help you visualize in...

In this episode of Raichel Reveal we introduce a streamlined media handling update that lets attachments live with actions inside workflows. Instead of re-uploading the same file or pasting links into multiple steps, you can add attachments from a central media library or upload once; Raichel AI validates file type and size, retains the asset when actions are saved, and carries attachments when ac...