RelkoAI Help Center

Help Center

Find quick answers about using RelkoAI to manage leads, tasks, deals, follow-ups, AI helpers, billing, and support.

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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.

More help articles

Recent published answers beyond the common starting points above.

AI Assistants 2 min read

How RelkoAI's AI works (review-first, BYOK)

RelkoAI's AI is review-first: it suggests and drafts, you review and decide. It runs on a bring-your-own-key model, so you control cost and data, and it is completely optional.

ai privacy review first
AI Assistants 2 min read

Connecting your AI key & choosing a provider/model

Create an API key with a supported provider such as Google or OpenAI, paste it into your AI key settings, and choose a model. Start with a fast, economical model; you can switch or...

setup ai
AI Assistants 2 min read

AI Coach, Lead AI, draft follow-ups & task steps

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 chec...

follow-up ai review first
AI Assistants 2 min read

AI Playground & Prompt Library

The AI Playground is a free-form space for open-ended AI help not tied to a specific record. The Prompt Library provides ready-made real estate prompts. Both use your key and are r...

ai review first
AI Assistants 2 min read

AI error messages explained

Most AI messages fall into two buckets: "wait and retry" (provider busy/rate limit, empty response, temporarily unavailable) and "fix your account" (invalid key, quota/billing). Ei...

ai support
Reports 2 min read

Reading your reports

The Reports page is driven by a time period you select (today through year-to-date, or custom). It shows KPI cards, goal pacing, charts for GCI, pipeline, activity, and lead source...

deals reports
Reports 2 min read

Exporting & printing reports (Pro)

Report export is a Pro feature. The PDF is a print-ready version of the full report; the CSV is the detail data for a spreadsheet. Both reflect the period you selected on screen.

reports billing
Account, Billing & Privacy 2 min read

Free vs Pro: what's included

Free includes the full daily command center with up to 50 leads and unlimited deals and contacts. Pro adds unlimited leads, checklists, report export, and the full AI-assisted tool...

billing account
Account, Billing & Privacy 1 min read

Managing your subscription & billing

Pro is billed monthly or yearly through a secure payment provider. Upgrade from your billing settings; your data carries over untouched. Downgrading or canceling returns you to Fre...

billing account
Account, Billing & Privacy 2 min read

Your data & client confidentiality

RelkoAI stores your account info and the content you add, kept private to your account. Sensitive fields like your AI key are encrypted. AI runs only when you choose it, sending re...

ai privacy security
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