What is RelkoAI, and who is it for?
RelkoAI is a daily sales command center for solo residential real estate agents that tells you who to follow up with today.
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Start with the part of RelkoAI you are trying to understand or set up.
Common help articles
Helpful starting points for setting up and using RelkoAI with review-first workflows.
Setting up your workspace
A few minutes of setup — sign in, timezone, goal, AI key, and your first leads — makes everything else in RelkoAI accurate.
Read help articleYour first day: a 10-minute walkthrough
A practical, step-by-step walkthrough to build a live pipeline and a working daily action list in about ten minutes.
Read help articleAdding and organizing leads
Add leads with the right stage, source, follow-up date, and hot flag so RelkoAI can build a reliable daily action list.
Read help articleUnderstanding lead stages
Lead stages turn a flat list into a readable pipeline and shape what RelkoAI surfaces in your daily list.
Read help articleLogging activities on a lead
Log calls, texts, emails, meetings, and notes so each lead carries a complete history you can pick up anytime.
Read help articleMore help articles
Recent published answers beyond the common starting points above.
Leads vs Contacts: when to use which
Use a lead when there is a specific deal you are following up about on a cadence. Use a contact for relationships you want to keep without active follow-up pressure, like past clie...
How Today's Actions decides who to follow up with
Today's Actions ranks who to contact now using overdue follow-ups, follow-ups due today, hot leads, and tasks due today — all based on your local day. Work it top to bottom.
Hot leads, overdue follow-ups & priority
Overdue follow-ups are the highest-risk items and should be cleared first. The hot flag marks your deliberate priorities and works best when used sparingly. Filter to overdue and h...
Setting and rescheduling follow-ups
Set a next follow-up date and time on every active lead; it drives Today's Actions. You cannot set it in the past. Moving a lead to a closed stage clears its follow-up, so use clos...
Creating and managing tasks
Create a task with a clear, action-oriented title and a due date. Tasks due today appear in Today's Actions next to your follow-ups, so nothing time-sensitive lives only in your me...
Task due dates, steps & the calendar
Use due dates and times to surface tasks at the right moment, steps to break multi-part tasks into a checklist, and the calendar to see tasks, follow-ups, and closings laid out acr...
Creating deals and deal types
Create a deal when a lead becomes a real transaction. Choose buyer or seller, set the stage, value, commission, and expected close date, and link it to the lead so relationship his...
Deal stages and expected close date
RelkoAI deal stages are Active, Under Contract, Won, and Lost. Won and Lost are closed outcomes. The expected close date populates your closings and calendar. Closing a deal clears...
Tracking value, commission & GCI
Value is the transaction amount, commission is your expected earnings, and GCI (gross commission income) is built from the commissions on your closed (Won) deals. These feed your C...
Using the calendar
The calendar plots your follow-ups, task due dates, and expected closings across days and weeks, so you can plan and rebalance. It works together with Today's Actions and respects...
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