1. Introduction to Relan AI
Relan AI is a relationship intelligence platform built to protect your most valuable business relationships from going cold. Unlike traditional CRMs, Relan tracks relationship health and detects engagement decay automatically.
2. Getting Started
Follow these simple steps to set up your account and access your workspace:
- Go to https://relan.ai
- Click “Try for Free”
- Sign up using your Business Email and create a secure password.
- Verify your account using the 6-digit OTP sent to your email inbox.
- Click "Create Account" to access your private workspace.
3. Setup & Onboarding
Relan AI uses a “Tell us who matters → AI protects them” model to ensure 100% privacy.
- Protecting Relationships: Manually add your key clients, including their Name, Email, and Deal Value.
- Defining Scope: This defines the AI monitoring scope, ensuring the system ignores personal emails or newsletters.
- Connecting Tools: Sync your Gmail or Outlook account to begin tracking interactions.
4. The Intelligence Dashboard
Your chatbot's appearance was configured during creation, but you can edit it anytime:
- Revenue at Risk: See the total dollar value of deals currently in danger due to silence.
- Relationship Health: View accounts classified into four states: Strong, Warm, At Risk, and Critical.
- Intelligence Board: Monitor your total pipeline and the percentage of revenue currently protected.
5. Mastering Follow-Ups
Relan AI identifies which accounts are at risk and suggests the right follow-up action.
- Priority Feed: Access a daily ranked list of protected relationships that require immediate attention.
- AI Insights: Understand why a relationship is cooling based on response speed and frequency.
- AI Follow-Up Engine: Generate professional Email or WhatsApp drafts with a single click.
6. Relationship Management
Keep all your business-critical interaction history in one organized place.
- Contact Board: View all active contacts, their current risk percentage, and engagement patterns.
- Relationship Timeline: Access a chronological history of all emails, notes, and AI messages for every contact.
7. Account & Settings
Tailor the system's intelligence to match your specific business cycle.
- Risk Configuration: Customize decay rules and set your own risk thresholds.
- Billing & Packages: Manage your subscription and upgrade to Professional ($49/mo) or Business ($99/mo) plans.
- Notifications: Set alerts only for relationships you added and revenue at risk.
