[ RELAYTO AI Reviews ](https://www.g2.com/products/relayto-ai/reviews) [ RELAYTO AI Reviews ](https://www.g2.com/products/relayto-ai/reviews) # RELAYTO AI Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (7) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Reporting Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l Alerts Sends a notification when a prospect engages or interacts with content. Account-Based Engagement Tracks the level of engagement for a specific account based on the presented content. Content Utilization Tracks how frequently a particular piece of content is being used and monitors its effectiveness. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Content Management (5) Content Import Ability to import sales and marketing collateral built outside of the solution Content Creation Provides capabilities for building unique sales and marketing content within the product. Templates Provides pre-built templates for fast and simple content creation. Advanced Search Able to easily search, locate, and retrieve relevant content. Content Storage Provides the ability to store and organize content. Show More ##### ## Tools (3) Contact Collection Gives users the ability to subscribe to unique content or otherwise share contact information. Audience Insights Helps users understand audience demographics and evaluate visitor behavior Social Sharing Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions. Show More ##### ## Metrics (5) Entry and Exit Pages Accurately determine your websites most common entry and exit points, while displaying data elegantly. Sessions Accurately measure total web traffic and display data logically. Engagement Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc. Return Track user return rates and related metrics. Conversions Track what proportion of users convert to customers via specific actions. Show More ##### ## File Conversion (2) PDF Converter Software is able to convert PDFs into flipbooks. Slideshow Converter Software is able to convert slideshow presentations into flipbooks. Show More ##### ## Flipbook Types (2) Bookcase Flipbooks can be presented on a digital bookcase on a website. HTML5 Flipbook Flipbooks can be made in HTML5 format. Show More ##### ## On-Premise Type (2) Mac Compatible Product is compatible with Mac products. Windows Compatible Product is compatible with Windows products. Show More ##### ## Sales Tools (2) Content Analytics Software provides additional metrics such as page views, time spent on page, etc. Lead Capture Software provides additional lead capture tools like a triggered lead form. Show More ##### ## Software Offering (2) Cloud-based Product is available as in-browser software offering hosted in the cloud. On-Premise Product is available as a downloadable software offering. Show More ##### ## Platform Basics (8) Slide Design Provides a variety of slide design tools, such as animations, icons and transitions. Presenter Tools Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations. Auto Save Provides an autosave option to prevent file loss. Reporting Provides analytics tools that reveal important business metrics and track progress. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Website Personalization Ability to deliver unique content for each account that visits a company's website. Content Creation and Distribution Allows companies to create and distribute personalized content within an account-based marketing strategy. Show More ##### ## Platform Content (8) Charts Gives users a variety of chart and graph options that can be editied within the presentation. Template Library Provides users with a pre-built library of useable slide templates. Template Creator Allows users to customize their own templates. File Sharing Provides robust sharing options. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Dashboard Has a centralized dashboard for users to interact with Education Provides educational materials to help employees make informed decisions about their benefits. Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Show More ##### ## Platform Additional Functionality (6) Messaging Contains in-application messaging abilities. Mobility Is accessible from a mobile device and by users on the go. Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Show More ##### ## Platform Performance (2) Reporting Provides pre-built or customizable performance reports Monitoring Contains application performance monitoring capabilities Show More ##### ## Platform Reporting (2) Measurement Ability to monitor page views and conversions per account as they engage with a personalized website and content. Dashboards Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing. Show More ##### ## Content Discovery (4) Query Builder Allows users to identify topics and build search queries to find relevant content Content Sources Curates content from multiple channels and sources Content Suggestions Suggests relevant content and adapts to user's preferences Multimedia Support Supports various content formats, such as text, images, video, and audio. Show More ##### ## Content Curation (4) Collaboration Offers tools for team collaboration such as shared feeds, annotations, or approvals Content Management Provides features for organizing, tagging, and filtering content Customization Enables users to personalize curated content (e.g. captions, calls-to-action) Analytics and Reporting Provides insights into content performance and tracks effectiveness of content curation efforts. Show More ##### ## Content Distribution (5) Social Media Provides features for sharing curated content on social media Email Marketing Provides features for distributing curated content through newsletters Blogs/Websites Provides features for sharing curated content on blogs on websites Integrations Integrates with other marketing tools to facilitate curation, collaboration, or distribution of content SEO Offers tools to optimize curated content for search enginges. Show More ##### ## Content Creation (1) Content Management Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey. Show More ##### ## Optimization (1) ROI Reporting Ability to measure the revenue influence and ROI of every piece of content. Show More ##### ## Deal Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Show More ##### ## Administration and Security (3) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. Regulatory Compliance Meets required regulartory compliances. Show More ##### ## Platform (8) E-Signature Allows the signor to easily and intuitively sign documents. Proposals Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. CPQ Provides users with configure, price and quote capabilties. Video Proposals Allows users to attach video proposals within the virtual sales room. Content Sharing Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. Content Management Provides users with a repoistory of relevant content to share with clients. Video Conferencing Allows users to run video calls within the browser. Chat Allows users to chat with prospects within the virtual sales room. Show More ##### ## Integrations (3) CRM Integration Provides features to intregate with CRM software. Internal Messaging Systems Integration Provides features to integrate with internal messaging systems. Video Conferencing Integration Provides features to integrate with vidoe conferencing software. Show More ##### ## Prospect Engagement (6) Live Demonstration Ability to share demo with prospect on live demonstration Guided Demos Guide prospects through demo with walkthrough demo Analytics Ability to analyze and track a prospect's level of engagement with a demo Multiple Personas Ability to demonstrate multiple use cases or personas to prospect. Interactive Product Tour Ability to provide prospect with interactive product tour asychronously Sandbox/POC Automation Ability to provide a trial experience of a product through a pre-configured, or cloned, environment Show More ##### ## Demo Management (8) Templates Ability to create or use pre-built templates to expedite demo creation. Demo Creation Overall functionality to build demos within the product. Demo Storage Ability to store and organize demo content. Custom Branding Ability to customize content to ensure brand consistency. Integrations Ability to integrate to push demo analytics to CRM or Marketing Automation platforms Editing Ability to edit or modify data and demo elements to tailor to prospect Security Ensure environment meets security and compliance requirements Mobile App Demos Provides an interactive simulation of a mobile application that lets users explore core features and workflows through guided taps and swipes Show More ##### ## Planning (1) Scheduling Integration Create content plans or calendars for multiple users and schedule content in advance. Show More ##### ## Publishing (1) Execute Content Publication Ability to publish content either from the source it was created or through a third party. Show More ##### ## Social Media (1) Social Media Integration Create and publication of content for social media platforms. Show More ##### ## Generative AI (14) AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text-to-Video Provides the ability to generate video from a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Text-to-Video Provides the ability to generate video from a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Editing (2) Photo Editing Offers photo editing tools for photo content. Video Editing Offers video editing tools for video content. Show More ##### ## Other Content Features (6) SEO Optimization Provides tools to track, manage, or improve SEO performance. Collaboration Offers ability for multiple users to collaborate on content through sharing, commenting, or chat functionality. Content Proofing Allows users to highlight and annotate feedback on content. Interactive Content Enables users to take static content and make it interactive or dynamic. Content Scheduling Enables users to schedule the publishing and unpublishing of content at specific dates and times. Import Content Allows users to import content drafts from exterma; storage sources in a way that doesn't alter format or layout. Show More ##### ## Content Generation - AI Content Creation Platforms (3) Output quality Produces finished or near-finished content with minimal human intervention beyond templating and prompting. Branding Generates high-quality content that adheres to brand guidelines. Performance Provides content generation at scale with efficient response times and quick turnaround. Show More ##### ## Management - AI Content Creation Platforms (3) Collaboration Acts as a central hub for teams to collaborate and coordinate on large-scale content efforts. Security and Privacy Maintains regulatory compliance to ensure company data privacy and protection. Moderation Features guardrails to prevent harmful or offensive content generation. Show More ##### ## Platform Basics - Presentation Management (8) Brand Consistency Maintainment Maintain brand consistency by customizing presentations with company logos, colors and fonts. Content Location Search Search and locate specific slides or presentations easily with a powerful search function. Access Control Abilities Control user access with secure permissions for viewing, editing, and sharing presentations. Presentation Performance Analysis Analyze presentations performance with built-in analytics on usage and engagement. Template Library Management Utilize a template library for quick creation of presentations with customizeable designs. Centralized Storage Centralize storage for all presentations and slide decks in one secure location. Team Collaboration Enable real-time collaboration for teams to work on presentations simultaneously. Version Control Features Track and manage versions of presentations with version control features. Show More ##### ## Platform Additional Functionality - Presentation Management (2) Integrations with Productivity Tools Integrate with other productivity software tools such as PowerPoint, Google Slides, and cloud storage products for smoother workflow. Multiple Device Access Access presentations across multiple devices, ensuring seamless viewing on mobile, tablet and desktop. Show More ##### ## Agentic AI - Digital Sales Room (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Demo Automation (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation AI Demo Agent or Avatar Utilizes an intelligent, conversational agent or avatar that automatically guides through a product demo in real time Show More ##### ## Agentic AI - Sales Enablement (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Content Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Content Creation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Content Curation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Content Experience Platforms (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Content Distribution (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Presentation Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Learning Management - Sales Enablement (3) Sales Training Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc. Sales Coaching Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates. Sales Onboarding Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. Show More ##### ## Revenue Enablement - Sales Enablement (3) Cross-Functional Alignment Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way AI and Automation Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments End-to-End Customer Journey Insights Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth Show More [ ![Guideflow](https://images.g2crowd.com/uploads/product/hd_favicon/3e60e92698e2fd3d73c17b7852c6beac/guideflow-2023-08-01.svg "Guideflow") Sponsored Guideflow 5/5 (141) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![FlippingBook](https://images.g2crowd.com/uploads/product/hd_favicon/8d20c80d50d4ded200d688141a929abd/flippingbook.svg "FlippingBook") FlippingBook 4.7/5 (292) 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