Find the right context
Ask about a contact, company, deal, or priority and get a permission-scoped answer.
RELAVA AI
Ask naturally.
Stay in control.
Relava turns everyday requests into useful CRM work—finding context, preparing updates, and asking for confirmation before sensitive actions.
ONE CONVERSATION
Say what you need. Relava prepares the work.
You do not need to learn a command language or hunt through every record first.
What needs my attention today?
Summarize the Bright Labs relationship.
Prepare follow-ups for deals closing this month.
Draft an email to Maya based on our last meeting.
USEFUL BY DESIGN
Six ways AI removes CRM busywork.
Summarize relationships
Turn scattered activity into a clear brief before the next customer conversation.
Prepare follow-ups
Draft the next task or email from the relationship history already in Relava.
Update pipeline work
Prepare typed deal and task updates through ordinary conversation.
Clarify ambiguity
When names or records overlap, Relava asks instead of guessing.
Confirm sensitive actions
Review the exact proposal before material or outward-facing work proceeds.
HUMAN CONFIRMATION
AI can prepare the action. You decide what happens.
Relava uses the same workspace permissions as the rest of the CRM. It presents sensitive changes clearly, waits for an explicit decision, and keeps important activity visible afterward.
- Permission-scoped answers
- Exact previews before sensitive changes
- Visible activity and audit history
FAQ
Questions about Relava AI.
Does Relava AI act automatically?
Relava can prepare and complete permitted routine work, but sensitive or outward-facing actions are designed to require a clear confirmation first.
Can AI see records I cannot access?
No. AI answers and actions are scoped to the same workspace permissions and record visibility rules that apply to you.
What happens when my request is ambiguous?
Relava returns the relevant candidates and asks you to choose. It does not silently guess which contact, company, or deal you meant.
Can I edit a draft before it is used?
Yes. Drafted follow-ups and proposed updates remain reviewable and editable before confirmation.
Put your CRM busywork into words.
Ask Relava for the context, draft, or next step—and keep the final decision in your hands.