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
124 episodes
Conditional Custom Fields For Opportunity Forms
In this episode of Raichel Reveal we introduce conditional custom fields for Opportunities — a simple but powerful update in Raichel AI, an all-in-one business platform. Opportunity forms can now display, require, or hide specific fields based on ...
Redeem Gift Cards During Appointment Payment Collection
In this episode of Raichel Reveal... we introduce new support for redeeming a customer’s Gift Card balance when collecting payments on their behalf from appointment flows in Calendars. Previously limited to customer-facing checkout, you can now to...
Services V2: Custom Booking Fields, Multi-Service Bookings, WhatsApp
In this episode of Raichel Reveal we unpack Services v2, a major booking and setup improvement inside Raichel AI, an all-in-one business platform. The update adds custom values in the Builder so service and rental details can be pulled directly in...
Automate Responses With New Review Received Workflow Trigger
In this episode of Raichel Reveal, we introduce the new "New Review Received" trigger for Workflows — a streamlined automation that launches actions the moment a review arrives from any connected review platform. In Raichel AI, an all-in-one busin...
HubSpot Importer For Fast, Painless CRM Migrations
In this episode of Raichel Reveal... we introduce the new HubSpot Importer, a streamlined tool that moves CRM data into Raichel AI, an all-in-one business platform, quickly and reliably. Connect your HubSpot account, select Contacts, Companies, Op...
Unpublish Single Pages And Redirect To Preserve SEO
In this episode of Raichel Reveal, we demonstrate a new page unpublish feature in Raichel AI, an all-in-one business platform that lets you unpublish a single funnel or website page without taking down the rest of your site. Hide outdated content,...
Auto-Sequenced Entrance Animations For Sections, Rows, And Columns
In this episode of Raichel Reveal we walk through a new animation system that automatically sequences entrance animations for sections, rows, and columns inside Raichel AI, an all-in-one business platform. Instead of assigning delays manually, the...
Google Ads Keyword Field: Paste Full Lists, No 40-Keyword Cap
In this episode of Raichel Reveal... we spotlight an update that streamlines Google Ads keyword management inside Raichel AI, an all-in-one business platform. The Ad Manager’s keyword entry has been rebuilt to accept large lists—no 40-keyword cap—...
WhatsApp Username Support: Capture Contacts Without Phone Numbers
In this episode of Raichel Reveal we walk through support for WhatsApp usernames, a new way Raichel AI captures contacts when customers message without sharing a phone number. Raichel AI, an all-in-one business platform, now creates usable contact...
Prompt Optimizer: Test And Auto-Optimize Conversation AI Agents
In this episode of Raichel Reveal we introduce the Prompt Optimizer inside Conversation AI, a testing and tuning tool that helps teams refine conversational agents without being prompt experts. Integrated into Raichel AI, an all-in-one business pl...
Multi-Party Templates Support Up to Six Signers
In this episode of Raichel Reveal, we walk through the new multi-role document templates that let you assign up to six signer roles per template in the Documents & Contracts area. Created within Raichel AI, an all-in-one business platform, this up...
Notify Assigned Opportunity Owners And Followers In Workflows
In this episode of Raichel Reveal... we cover an update to Internal Notifications that gives teams more control over who’s alerted when opportunities change. In Raichel AI, an all-in-one business platform, workflows using opportunity triggers can ...
User Replied Trigger Automates Workflows On Team Replies
In this episode of Raichel Reveal we spotlight the new User Replied trigger for workflows, a small but powerful update that lets automations respond to team activity as well as customer interactions. Available inside Automations > Workflows, the t...
Automate Workflows With Client Portal File Uploaded Trigger
In this episode of Raichel Reveal... we introduce a new Client Portal Shared Documents trigger — Client Portal File Uploaded — inside Raichel AI, an all-in-one business platform. From the Workflows area you can create an automation that fires the ...
Rentals: Manage Duration-Based, Inventory-Driven Bookings
In this episode of Raichel Reveal, we introduce Rentals, a new way to manage duration-based, inventory-driven bookings for spaces, equipment, vehicles, and event supplies. Rentals in Raichel AI, an all-in-one business platform, streamlines listing...
Automate Conversation SLAs With New Workflow Trigger
In this episode of Raichel Reveal we introduce the Conversations SLA trigger in workflows, a new automation that acts when a conversation is Due Soon, Overdue, or when an SLA is manually dismissed. Raichel AI, an all-in-one business platform, now ...
Calendly Integration Brings Meeting Triggers To Workflows
In this episode of Raichel Reveal we introduce the new Calendly connection inside Workflows, enabling scheduled meetings to trigger automations or for workflows to update scheduling without leaving the platform. With Calendly now available as both...
Workflow AI Assistant Answers Live Data Questions
In this episode of Raichel Reveal... we introduce the new Workflow AI Assistant inside the workflow builder. The assistant answers plain-language questions in seconds using live data, delivering concise performance snapshots (entries, status break...
Company Records Power Custom Values In Emails, Workflows, Contracts
In this episode of Raichel Reveal, we introduce Company record-driven custom values that make personalization across Raichel AI simple and consistent. Raichel AI, an all-in-one business platform, now allows any standard or custom Company field to ...
Branch Workflows By Opportunity Owners And Followers
In this episode of Raichel Reveal... we introduce smarter automations that let workflows branch based on Opportunity Owners and Opportunity Followers. In Raichel AI, an all-in-one business platform, you can add If/Else conditions that evaluate own...
Accounting Sync: Monitor And Retry Invoice Syncs
In this episode of Raichel Reveal we introduce Accounting Sync, a new hub that monitors and fixes invoice syncs between Raichel AI and popular accounting platforms like QuickBooks, Xero, and Wave. The update provides a live dashboard showing which...
SMS Widgets On Dashboards For Delivery And Two-Way Metrics
In this episode of Raichel Reveal... We introduce SMS widgets on the dashboard in Raichel AI, an all-in-one business platform, so SMS activity appears alongside Emails and Calls. You can add configurable SMS widgets via edit mode to monitor delive...
Connect Housecall Pro To Workflows
In this episode of Raichel Reveal... we unveil a new integration that connects Housecall Pro directly to Workflows inside Raichel AI. The update lets home service businesses generate an API key in Housecall Pro and paste it into Raichel AI’s Workf...
Preview 3D Models, Office Files, Audio, and Code in Media Library
In this episode of Raichel Reveal... we introduce an upgrade to the Media Library preview modal that lets you inspect many more file types without downloading them first. Raichel AI, an all-in-one business platform, now supports in-modal previews ...
Audit Logs Update: Track Preference And Subscription Changes
In this episode of Raichel Reveal... we introduce an Audit Logs enhancement that surfaces preference and subscription management changes. From the Preference Management module in account settings, administrators can see who edited customer prefere...