AI Coach, Lead AI, draft follow-ups & task steps
A tour of RelkoAI's embedded AI assistants — daily coaching, lead analysis, drafted follow-ups, and suggested task steps.
Quick answer
The AI Coach helps plan your day, Lead AI analyzes an individual lead, the draft follow-up assistant writes a message you send yourself, and task steps break a big task into a checklist. All are review-first.
Once your key is connected, RelkoAI's assistance shows up right where you work. Each assistant targets a specific moment — planning your day, understanding a lead, writing a follow-up, or breaking down a task. Every one produces a suggestion you review and control.
The AI Coach
Your daily planning assistant, available from the Command Center. Where Today's Actions tells you who to follow up with, the Coach helps you think about how to approach your day — perspective and direction, especially useful at the start of a busy day.
Lead AI
Works at the level of an individual lead — analyzing the situation and suggesting how to approach them. Useful before a call, when you're stuck, or when re-engaging a quiet lead. The better your notes and history, the more useful its analysis.
Draft follow-ups
One of the most practical everyday uses: it drafts a follow-up message so you skip the blank page. You read it, edit it into your voice, and send it yourself. The AI hands you the words; you decide whether and how to use them.
Task steps
Ask it to break a big task into an ordered checklist — a fast way to turn "launch the new listing" into concrete steps. Accept, edit, or ignore the suggestions as you like.
Getting the most from all of them
Feed them good context, treat every output as a draft, edit into your voice, and stay in the driver's seat. Used this way, they become a genuine time-saver woven through your day — without ever taking the wheel.
Steps / Key takeaways
- The draft follow-up assistant delivers the biggest everyday time savings.
- Better notes and history produce better AI suggestions.
- Treat every output as a first draft and edit it into your voice.
Frequently asked questions
Does the draft follow-up get sent automatically?
No. RelkoAI drafts the message; you review, edit, and send it yourself through your own phone or email.
How do I get better AI suggestions?
Feed the AI good context. Well-maintained stages, notes, and activity history produce more useful, specific results.
Need more help?
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