Episodes

  • Reply To TikTok Comments From Social Planner

    Reply To TikTok Comments From Social Planner
    Apr 15 2026
    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, and agencies can boost post visibility, build trust with audiences, capture real-time feedback, and uncover opportunities to refine messaging or products. The streamlined workflow reduces distractions and saves time, making it easier to maintain consistent community management and stronger customer relationships. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.
    Show More Show Less
    1 min
  • Unified Color Picker Shows Brand And Global Custom Colors

    Unified Color Picker Shows Brand And Global Custom Colors
    Apr 15 2026

    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 colors directly within Forms and Surveys. Businesses, marketers, and agencies will save time, reduce manual errors, and maintain consistent branding across projects by reusing centralized colors. The improved preview and Manage dialog make on-brand updates quicker and more reliable for collaborative teams. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

    Show More Show Less
    1 min
  • Conversation AI Adds Email Support With Templates And CC/BCC

    Conversation AI Adds Email Support With Templates And CC/BCC
    Apr 15 2026
    In this episode of Rachel Reveal... we introduce Conversation AI's new email capabilities inside Rachel 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 formatting options from plain text to customizable templates. Setup happens in the Conversation AI area when editing or creating a bot. For marketers, agencies, and sales teams this means faster, more consistent responses, automated follow-up, and brand-aligned messaging that reduces manual work and improves customer engagement. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins
  • AI Books Service Appointments Through Chat

    AI Books Service Appointments Through Chat
    Apr 15 2026
    In this episode of Rachel 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 Rachel 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 booking preview for customer confirmation. The result for businesses, marketers, and agencies is faster bookings, fewer back-and-forths, and a more natural customer experience that lets agents focus on higher-value work. Setup is quick inside AI Agents’ Conversation AI—enable Appointment Booking, select Services, and customize the bot’s instructions to match your workflow. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins
  • Edit Pipelines From Dropdown With Custom Stage Colors

    Edit Pipelines From Dropdown With Custom Stage Colors
    Apr 15 2026
    In this episode of Rachel Reveal... we cover a concise update to pipelines in Rachel 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 for leads, deals, and automation. For businesses, marketers, and agencies this means faster scanning, clearer prioritization, and improved team alignment so pipelines remain readable and actionable across sales, websites, and automations. Try the refreshed inline editing and flexible color options to streamline deal management and maintain a cohesive UI across Rachel AI. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins
  • SLA Performance Dashboard In Conversations

    SLA Performance Dashboard In Conversations
    Apr 15 2026
    In this episode of Rachel Reveal... we introduce the new SLA Performance Dashboard in Conversations. This analytics tool, available in the Conversations Analytics tab of Rachel 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 metrics, and filter user and channel reports to pinpoint issues or successes. Reports only include messages that completed SLA evaluation (met or breached), excluding read-only items to keep insights clean and actionable. For businesses, marketers, and agencies this boosts accountability, accelerates problem detection, and enables targeted coaching or process changes. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins
  • Fathom Integration: Push Meeting Transcripts And Summaries To CRM

    Fathom Integration: Push Meeting Transcripts And Summaries To CRM
    Apr 15 2026
    In this episode of Rachel Reveal... we introduce the new Fathom integration, which automatically pulls meeting transcriptions, summaries, and notes into Rachel 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 Fathom, select triggers or actions, choose meetings, map fields, and test. Because Rachel AI is an all-in-one business platform, this delivers cleaner data, faster client follow-through, and reduced reliance on separate automation tools. Agencies, marketers, and sales teams will save time and keep CRM records consistently up to date. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins
  • Streamlined Custom Fields With Live Preview And Object Selector

    Streamlined Custom Fields With Live Preview And Object Selector
    Apr 15 2026
    In this episode of Rachel Reveal... we walk through an update that streamlines custom fields inside Rachel 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 contact pages, and a simplified Create Field workflow makes adding attributes fast and intuitive. Together these changes reduce setup time, cut errors, and keep lists organized — helping marketers, agencies, and sales teams manage customer data more efficiently at scale. Learn more about the Rachel AI all-in-one business platform at the Rachel.ai website.
    Show More Show Less
    2 mins