What is RelkoAI?
RelkoAI is a simple, AI-assisted sales command center for solo real estate agents.
Read help articleBrowse by topic
Start with the part of RelkoAI you are trying to understand or set up.
1 article
Getting Started
Start using RelkoAI with the core setup steps.
3 articles Leads & ContactsOrganize relationships, notes, stages, and next follow-ups.
1 article Today's ActionsUnderstand the daily action list and follow-up priorities.
1 article TasksCreate, review, and finish the work that keeps deals moving.
1 article DealsTrack pipeline opportunities connected to leads and clients.
1 article CalendarSee follow-ups, tasks, and time-sensitive work in one place.
2 articles AI AssistantsUse review-first AI help for drafts, next steps, and call prep.
1 article Account & BillingManage profile, plan, billing, and account settings.
1 article SupportOpen tickets and get help with your RelkoAI workspace.
Common help articles
Helpful starting points for setting up and using RelkoAI with review-first workflows.
How to set up your first lead
Add a lead with the details that help you decide what to do next.
Read help articleHow Today's Actions decides what needs attention
Today's Actions pulls together the work that deserves review today.
Read help articleHow to log a follow-up activity
Keep lead history useful by logging meaningful follow-up activity.
Read help articleHow to set a next follow-up date
Use next follow-up dates to keep relationship-based work from slipping.
Read help articleHow to create and manage tasks
Tasks help you turn promises, deadlines, and reminders into clear work.
Read help articleLatest help articles
12 published articles in the Help Center.
What is RelkoAI?
RelkoAI is a simple, AI-assisted sales command center for solo real estate agents.
Read help articleHow to set up your first lead
Add a lead with the details that help you decide what to do next.
Read help articleHow Today's Actions decides what needs attention
Today's Actions pulls together the work that deserves review today.
Read help articleHow to log a follow-up activity
Keep lead history useful by logging meaningful follow-up activity.
Read help articleHow to set a next follow-up date
Use next follow-up dates to keep relationship-based work from slipping.
Read help articleHow to create and manage tasks
Tasks help you turn promises, deadlines, and reminders into clear work.
Read help articleHow deals connect to leads
Deals represent active opportunities and can stay connected to the lead or client relationship.
Read help articleHow the Calendar shows follow-ups and tasks
The Calendar helps you see date-based work across your sales workspace.
Read help articleHow AI Assistants help without sending messages for you
RelkoAI AI Assistants help with drafts, summaries, and next-step ideas while you stay in control.
Read help articleHow to add your own AI provider key
Bring your own AI provider key if you want to use configured AI features.
Read help article
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