Raichel Reveal: Raichel AI Platform Features & Updates

PODCAST · business

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. 

  1. 7

    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 reduces redundant work by letting teams pull proven content into a destination course instantly, then tailor specifics without rebuilding from scratch. Marketers and agencies will appreciate faster course launches and consistent learner experiences, while businesses can scale training and client deliverables with fewer resources. The workflow preserves structure and enables incremental edits so your curriculum stays aligned across offerings. Tune in to learn how this small but powerful change can accelerate content production and improve operational efficiency. Learn more about Raichel AI, the all-in-one business platform, at Raichel.ai.

  2. 6

    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 current folder path, and create or move assets directly from the Email area under Marketing. Creating a new nested folder while browsing makes structuring projects fast and intuitive. For businesses, marketers, and agencies this delivers faster campaign launches, easier template discovery, and a consistent content structure across clients—reducing clutter and saving time for teams managing large volumes of assets. Learn more about Raichel AI, the all-in-one business platform, at Raichel.ai.

  3. 5

    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 adding a Knowledge Base trigger, selecting the desired KB, and specifying the conditions for use. For businesses, marketers, and agencies this delivers more predictable, on‑brand and accurate responses, fewer missed answers, and more reliable customer interactions—while preserving the AI’s ability to act autonomously when triggers aren’t met. The update streamlines support and messaging workflows and increases control over output inside Raichel AI, an all-in-one business platform. Learn more about Raichel AI, the all-in-one business platform, at Raichel.ai.

  4. 4

    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 can create an event from the Memberships area, select Live Room, set visibility or pricing, and publish for seamless attendance. This update gives marketers, agencies, and businesses more flexibility in event setup, simplifies the join experience across desktop and mobile, and centralizes hosting, notifications, and access control. The result is fewer technical hassles, higher attendance, and more time to focus on content and community engagement. Learn more about Raichel AI, the all-in-one business platform, at Raichel.ai.

  5. 3

    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 schedule one-time or recurring events, manage notifications and learner access, and capture recordings that can be added back into courses as lessons. For businesses, marketers, and agencies, Live Sessions streamline the entire live-learning workflow—reducing admin overhead, improving audience engagement, and enabling scalable content reuse across training and marketing programs. The result is a more efficient way to run live events alongside on-demand course content while maintaining consistent learner experiences. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  6. 2

    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 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-out trend with a 2% marker, plus clickable summary cards that open detailed message logs for rapid troubleshooting. These improvements help businesses, marketers, and agencies detect delivery problems early, take targeted remediation, protect sender reputation, and maintain engagement and revenue. Tune in to learn how the clearer thresholds and insights streamline campaign monitoring and reduce failed messages. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  7. 1

    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 batches ahead, a hover narration tooltip that summarizes configuration, and a discoverable statistics button that opens a detailed performance and status view. You still choose executions per batch (1–10,000) and schedule intervals from one minute to seven days, but validating timing is now immediate and reliable. For businesses, marketers, and agencies this means clearer scheduling, preserved pacing across publishes, faster troubleshooting, and tighter control over funnels to reduce surprises and improve campaign outcomes. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  8. 0

    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, 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 of Raichel AI, an all-in-one business platform, this update reduces clutter, speeds up navigation, and highlights key data like email, phone, custom fields, or folders—helping marketers, agencies, and businesses manage leads, pipelines, and customer interactions more efficiently. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  9. -1

    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, 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 time with bulk approve/reject actions, rich post previews for more informed decisions, and a Manage Links area to regenerate, revoke, or extend access. The change reduces screenshots and email back-and-forth, speeding collaboration so teams can focus on strategy and creative work. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  10. -2

    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 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 saves marketers, agencies, and businesses time by eliminating manual spreadsheets, making growth trends immediately visible, and producing cleaner, client-ready insights. The result is faster, more precise campaign analysis and clearer communication about what’s driving results and where to optimize. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  11. -3

    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 include enrollment options to target the primary contact, the primary plus any guests, or guests only — workflows run once per enrolled contact, and guests added after booking aren’t retroactively enrolled. Setup is simple: add the trigger, choose who should be enrolled, save, add follow-up actions, and publish. For businesses, marketers, and agencies, this delivers cleaner, more precise reminders, confirmations, onboarding sequences, and cancellations for group demos, consultations, and events. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  12. -4

    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 is an all-in-one business platform, agents can access CRM context—contact records, pipeline data, calendar availability, opportunity history, and custom fields—so automated decisions are informed and relevant. Advanced options include a rolling summary to remember recent interactions, structured JSON output with your schema, and selectable models (GPT-5.2, GPT-5.1, GPT-5 Nano) to balance cost and capability. The result: faster setup, cleaner automation, and smarter outcomes for marketing, sales, and agency workflows. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  13. -5

    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, and perform targeted replacements or Replace All for supported values. The search supports partial, case-insensitive matches and keeps results scoped to the current workflow for precision. As an all-in-one business platform, Raichel AI now makes it faster for businesses, marketers, and agencies to update large automations without opening every action, reducing manual errors and saving valuable time when managing leads, sites, and pipelines. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  14. -6

    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 platform, and these new options live in Payments > Integrations > Stripe > Manage Payment Methods (switch product context to Calendars and toggle BNPL). Offering BNPL increases conversion rates, reduces friction for prospective customers, and improves perceived flexibility and trust, while most providers advance funds immediately and manage installment collection and risk. This update is especially valuable for businesses, marketers, and agencies managing leads, bookings, and revenue through Raichel AI. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  15. -7

    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 boosts visibility and speeds access to opportunity details without altering your underlying data. Opportunities remain temporarily listed under Actions to ease the transition. From any contact record you can open the Opportunities tab to add new deals, edit via the three-dot menu, or open a card for full details. For businesses, marketers, and agencies, the change delivers a clearer sales view, faster workflows for managing pipelines, and simpler customization of the contact interface—helping teams work and close deals more efficiently. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  16. -8

    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 this update merges contract signing with secure payment capture via a pop-up where signers can enter and optionally save card details for future billing. For businesses, marketers, and agencies this reduces follow-ups and dropped payments, accelerates onboarding, enables auto-pay and subscription setups, and streamlines the customer experience while keeping card data secure. It’s a small change that tightens billing workflows and improves conversion rates. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website.

  17. -9

    Reply To TikTok Comments From Social Planner

    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.

  18. -10

    Unified Color Picker Shows Brand And Global Custom Colors

    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. 

  19. -11

    Conversation AI Adds Email Support With Templates And CC/BCC

    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 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 Raichel AI all-in-one business platform at the Raichel.ai website. 

  20. -12

    AI Books Service Appointments Through Chat

    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 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 Raichel AI all-in-one business platform at the Raichel.ai website. 

  21. -13

    Edit Pipelines From Dropdown With Custom Stage Colors

    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 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 Raichel AI. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  22. -14

    SLA Performance Dashboard In Conversations

    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 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 Raichel AI all-in-one business platform at the Raichel.ai website. 

  23. -15

    Fathom Integration: Push Meeting Transcripts And Summaries To CRM

    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 Fathom, select triggers or actions, choose meetings, map fields, and test. Because Raichel 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 Raichel AI all-in-one business platform at the Raichel.ai website. 

  24. -16

    Streamlined Custom Fields With Live Preview And Object Selector

    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 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 Raichel AI all-in-one business platform at the Raichel.ai website. 

  25. -17

    Advanced Search And Filters For Review Requests

    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 manage review outreach directly where they run their business. These enhancements reduce manual work, accelerate response times, and help businesses, marketers, and agencies spot trends, retarget audiences, and resolve issues before they escalate. High-volume accounts will see notable time savings and fewer mistakes, improving customer experience and team efficiency. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  26. -18

    Image Layout Controls for Forms and Surveys

    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-brand. For businesses, marketers, and agencies, that means increased visual engagement, cleaner designs, and faster production of professional lead capture and survey experiences without extra design effort. Raichel AI is an all-in-one business platform that continues to streamline how teams manage leads, automation, sites, pipelines, and sales. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  27. -19

    Advanced Analytics Filters For Funnels, Websites, And Webinars

    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 reflect only the traffic and conversions you care about. The result is faster, more targeted analysis—clearer charts, easier segment comparisons, and improved market targeting across pages and regions—without manual exports or noisy data. Hear how Advanced Filters reduce grunt work and surface actionable insights so your team can optimize performance more efficiently. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  28. -20

    QR Code Customization: Rounded Shapes, Brand Colors, And CTA Text

    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 QR codes, set scan destinations, tweak appearance, and download or share without leaving the platform. These enhancements help businesses make QR codes that match brand identity, clarify calls to action, and increase engagement across print, displays, and packaging. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  29. -21

    Target Coupons To Specific Product Variants And Prices

    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 duplicating products or deleting variants. Workflow triggers such as Coupon Code Applied and Coupon Code Redeemed now support these finer filters, helping automation and reporting stay accurate. Existing coupons continue to behave as before; the new behavior applies to coupons you create or update going forward and to future orders. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  30. -22

    CRM Notes Now Support Attachments, Pinning, and Search

    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 updates make contextual information easier to capture and retrieve, helping businesses, marketers, and agencies reduce missed details, accelerate follow-ups, and improve handoffs across teams. The workflow stays familiar while notes become actionable, searchable records that keep critical information front and center. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  31. -23

    Facebook Post Sync Adds 30-Day Posts To Social Planner

    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 account and enable Post Sync; existing connections can be toggled on in socials settings. Synced items keep original publish dates and update automatically in the background, reducing manual recreation, centralizing history, and improving reporting accuracy for businesses, marketers, and agencies. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  32. -24

    Enable Associations Between Objects And Companies

    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/Objects area, define the relationship and labels that match your processes, and see related records appear in the company view. The update delivers richer context across opportunities and custom objects, streamlines team workflows, and improves segmentation and reporting for businesses, marketers, and agencies. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  33. -25

    Rentals: Manage Bookable Inventory By Duration

    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 inventory across bookings, while Global Settings let you control booking rules, payments, and notifications. Because Raichel AI is an all-in-one business platform, Rentals lets businesses, agencies, and marketers centralize availability, streamline customer flow, and expand into rental offerings without juggling separate tools. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  34. -26

    Add Notes To Custom Objects

    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, teams face no new learning curve while gaining flexible linking from contacts or opportunities. Smart filters and search make it easy to find notes by entity, author, or keywords. For businesses, marketers, and agencies this brings faster decision-making, clearer handoffs, and fewer lost details across workflows. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  35. -27

    Merge Contact Action: Preserve Older Record When Merging Duplicates

    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 records into the oldest record. Every merge is logged in Execution Logs for full transparency, showing which record was kept and the matching criteria used. For marketers, agencies, and businesses, this reduces manual cleanup, improves lead quality, and keeps sales and automation systems reliable and actionable. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  36. -28

    New Goal Event Triggers: Invoice Paid And Review Request Clicked

    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 (including those created by a Send Invoice step), limit Review Request Clicked by channel or specific link, and control behavior for contacts who already reached the goal. For businesses, marketers, and agencies this means fewer manual checks, cleaner automations, faster follow-ups, and more accurate pipelines. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  37. -29

    Direct CSV Export For Email Performance Data

    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 export campaign-level reports or filter to workflow email actions or bulk sends, and re-download recent exports from the Recent exports menu. This update streamlines data management, simplifies sharing with teammates or agency partners, and enables more accurate reporting to optimize campaign performance and marketing reach. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  38. -30

    Optional Call Whisper For Connect Call (IVR) Workflows

    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—while callers never hear the message. Because Raichel AI is an all-in-one business platform, this feature integrates seamlessly with your existing leads, automation, and sales workflows, helping marketers, agencies, and businesses prepare faster, reduce awkward handoffs, and deliver smoother, more confident customer conversations. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  39. -31

    Upgraded Sticky Notes: Rich Text, Images, And Links

    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, faster onboarding, and stronger brand context within shared processes. Teams can attach logos or inspiration, link to reference materials, and visually prioritize branches so workflows are easier to scan and act on. The update reduces confusion and speeds decision-making across collaborative projects, helping organizations get more value from their automation investments. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  40. -32

    Dashboards And Custom Reports Remember Your Date Ranges

    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 import dashboard settings so reports reflect your personalized view without reapplying filters, and previously sent reports or emails remain unchanged when you later tweak views. For marketers, agencies, and businesses using Raichel AI as an all-in-one business platform, this reduces busywork, improves consistency, and delivers more reliable, predictable data for decision-making and client reporting. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  41. -33

    Add Cost Price And Margin To Products

    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 persists even when checkout prices are adjusted, with negative margins flagged so losses are visible. We also added a Line Item Cost Price column to the Transactions CSV for transaction-level profitability analysis. This update helps businesses, marketers, and agencies monitor true margins, streamline reporting, and remove manual guesswork when managing offers and inventory. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

  42. -34

    Media Library Integration For Workflow Attachments

    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 actions are copied or duplicated. As Raichel AI is an all-in-one business platform, this improvement reduces repetitive work and speeds setup for marketers, agencies, and sales teams managing campaigns, leads, and automation sequences. Existing workflows continue to function as before, with inline guidance if a file must be swapped. Learn more about the Raichel AI all-in-one business platform at the Raichel.ai website. 

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ABOUT THIS SHOW

Raichel Reveal  highlights time-saving, cost-effective new features, tools, and system updates that help businesses scale with confidence.

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Raichel

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