Meet your personal AI assistant embedded directly inside every account—Reli Assist at the account level. It's designed to make SDRs, AEs, and RevOps faster, sharper, and more effective by turning data into conversations and conversations into action.
Reli sits inside the Account Prioritization Drill Down view and acts as your intelligent co-pilot—summarizing engagement, highlighting what matters most, and even writing emails for you.
What Is It?
Account-Level Reli Assist is an AI-powered chat experience that understands every account’s journey, engagement signals, lead scores, and contact activities—and answers your questions in plain language.
You can:
Ask about contact behavior
Get lead-specific recommendations
Draft personalized emails
Prioritize outreach
Discover hidden patterns—instantly
How Can It Help You?
1. Reveal Hidden Insights Instantly
Ask:
“Can you tell me some hidden insights about this contact based on its engagement history?”
Reli responds by surfacing what’s usually buried in activity logs:
High Initial Interest
Timing issues
Preference for demo content
2. Take Action Based on AI Recommendations
Ask:
“Can you give me recommendations based on these insights?”
Reli breaks it down with:
Follow-up timing suggestions
Personalization advice
Re-engagement tactics
3. Generate Personalized Emails in Seconds
Need to follow up on a demo request or re-engage a cold lead? Reli can write the email for you—instantly.
Ask:
“Can you draft a follow-up email for this contact?”
And Reli returns something like:
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Want to change the tone?
“Can you rewrite that to make it more fun and add FOMO?”
Reli delivers a sharper, more attention-grabbing version:
4. Access Contact Details Without Searching
Instead of digging through your CRM:
Ask:
“How many contacts are in this account?”
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Follow-up with:
“Can you show me the contact details?”
Reli will respond with:
Email
Number of activities
Lead score
First touch info
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Why SDRs & AEs Love It
SDR Efficiency
Know who to reach and how, without wasting time scanning dashboards
Follow-up with the right lead at the right time with the right message
Smarter Prioritization
Reli bubbles up hidden insights like demo interest, engagement gaps, or timing risks so you know what to act on next
No More Blank Pages
Reli handles email generation and messaging ideas so your team spends time engaging—not writing from scratch
Real-Time Value, Right Where You Work
Reli lives in your Account Drill Down view. Just click “Chat with Reli” and start asking questions. You’ll get:
Answers in seconds
Natural, human-sounding insights
Clear action steps
How does Account Reli Assist benefit you?
Account-Level Reli Assist isn’t just another chatbot—it’s your always-on revenue co-pilot. By surfacing insights you didn’t know existed and helping you act on them immediately, Reli saves you time, sharpens your strategy, and helps you convert more pipeline with less manual effort.