Raichel Reveal: Raichel AI Platform Features & Updates
Raichel Reveal highlights time-saving, cost-effective new features, tools, and system updates that help businesses scale with confidence.
Episodes
51 episodes
Reply To Comments Directly From Social Planner
In this episode of Raichel Reveal, we walk through a streamlined community management update that lets you reply to social comments directly inside the Social Planner in the Marketing section. With this enhancement in Raichel AI, an all-in-one bus...
Embedded Voice AI Chat Widgets For Cleaner In-Page Experience
In this episode of Raichel Reveal we introduce embedded Voice AI chat widgets — a new option that places voice-enabled conversational experiences directly within your page layout. The feature, accessible from the Sites > Chat Widget settings in Ra...
Add Email Verification To Workflows For Better Deliverability
In this episode of Raichel Reveal... we introduce the new Email Verification action inside workflows. Raichel AI, an all-in-one business platform, now lets you insert a Verify Email step before any send, use an If/Else split to route valid, risky,...
Smart Lists Now In Opportunities
In this episode of Raichel Reveal we introduce Smart Lists in Opportunities, a new capability inside Raichel AI, an all-in-one business platform that brings customizable, shareable filtered views to your deal workflow. Smart Lists let teams build ...
Me Filter And Primary Contact Notes In Opportunities
In this episode of Raichel Reveal we cover two small but powerful Opportunities updates in Raichel AI, an all-in-one business platform. First, a new “me” filter lets users define personal pipeline views by setting a Smart Tag or Smart List filter ...
Revamped Smart Lists Layout And Streamlined Sharing
In this episode of Raichel Reveal we highlight a focused refresh to Smart Lists within Contacts: a redesigned layout, clearer icons, and a streamlined share workflow. The update surfaces Manage smart list from the Contacts menu, introduces a consi...
Inbound Email Trigger: Automate Workflows From New Emails
In this episode of Raichel Reveal we introduce the Inbound Email Trigger, a new automation in Raichel AI, an all-in-one business platform that starts workflows the moment an email arrives. Configure filters by sender, subject, or whether a message...
Add Funnel Pages Directly Into Course Content
In this episode of Raichel Reveal we introduce a small but powerful update that lets you embed funnel pages directly into course lessons. This update in Raichel AI, an all-in-one business platform, enables creators to drop interactive funnel pages...
Forecast Tab: Probability-Based Revenue Forecasting And Risk Flags
In this episode of Raichel Reveal, we walk through the new Forecast tab inside Opportunities in Raichel AI, an all-in-one business platform. The update delivers a Main Summary snapshot of pipeline health, a Fix Your Forecast Data checklist to corr...
Import Course Content Directly In The Builder
In this episode of Raichel Reveal... we introduce a new Builder import feature that lets you copy lessons, modules, or entire courses between products directly inside the Courses area. In Raichel AI, an all-in-one business platform, this update re...
Create Nested Folders For Campaigns and Templates
In this episode of Raichel Reveal we walk through a new organization feature in Raichel AI, an all-in-one business platform: folders and nested folders for Campaigns and Templates. Users can build deep hierarchies (beyond five levels), see the cur...
Explicit Knowledge Base Triggers For Conversation AI
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 ad...
Community Events Can Use Built-In Live Room
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...
Live Sessions In Courses: Schedule, Host And Reuse Recordings
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 ...
Redesigned Messaging Analytics With Failure And Opt-Out Thresholds
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 compariso...
Drip Action Live Preview, Hover Tooltips, And Stats View
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 batche...
Contact Page Customization: Tailor Views By Role
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...
Secure Shareable Approval Links For Social Planner
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...
Social Planner Date Range And Comparison Selector
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 th...
Control Enrollment For Multi-Participant Appointment Workflows
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 i...
AI Agent Action For Workflows With CRM Context
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 i...
Find and Replace in Workflows
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, a...
Enable Buy Now, Pay Later For Calendar Bookings
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 plat...
Dedicated Opportunities Tab On Contact Pages
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 boos...
Collect Card Details During Contract Signing
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...