Use case: client deliverables

Turn a conversation into a branded document

Relavo lets your AI assistant turn a conversation into a finished document, such as a plan, an audit, a summary or a checklist. The person downloads it as a PDF or Word file with your logo, brand colour, company name and footer, cover page included. It is available on every plan and turned on per assistant.

Start your free 14-day trial

PDF, Word or both, with a branded cover page
Your logo, colour and footer from your brand kit
Available on every plan

Brightside Marketing

Answers from your own content

Based on what I’ve told you, what should my marketing focus on next quarter?

Three priorities: tidy your Google Business Profile, send your monthly newsletter consistently and run one referral offer for existing customers. Shall I put that into a 90-day plan you can download?

Yes please, as a PDF.

Done. Your 90-day marketing plan is ready to download, with a week-by-week checklist at the end.

A good answer disappears when the chat closes

People pay for outcomes, not chat

A helpful conversation is easy to forget. A plan they can open, print and work through feels like something they received.

Write-ups eat your evenings

Turning a call or a set of answers into a tidy action plan takes time you rarely bill for.

Copied text has no name on it

When someone pastes an answer into their notes, your brand is gone. Nobody they share it with knows where it came from.

What it does

What Relavo does for your deliverables

Branded documents

The assistant writes a plan, audit, summary or checklist from the conversation, and the person downloads it as a PDF or Word file with a branded cover page.

Trained on your content

Documents draw on your frameworks, templates and guidance. The assistant is instructed to answer from your content and told to say when it does not know.

Sell access

Sell access to an assistant that produces deliverables, paid straight to your own Stripe account. Relavo takes no cut.

A page of its own

Give clients a full-screen page of its own to work through their plan, with no website needed.

See what people ask

Every conversation is logged, so you can see what people asked for and what the assistant gave them.

Questions it answers

What people ask your assistant to produce

Give it your documents, your website and your own answers, and it handles questions like these any time of day. When something is not in your content, it is told to say so, and it can pass the conversation to you.

“Can you turn this into an action plan I can download?”
“Can I have a summary of everything we covered?”
“Can you write this up as a checklist?”
“Can you audit my website copy against your framework?”
“Can I get that as a Word document so I can edit it?”
“Can you give me a 30-day plan based on my answers?”

Up and running in an afternoon

1
Create your assistant

Describe your business and how you want it to sound. The setup wizard writes its instructions, welcome message and quick replies for you.
2
Add your knowledge

Upload documents, paste your website address or write answers directly. It is instructed to answer from your content.
3
Put it where people are

A chat bubble on your website, a page of its own to share as a link, or inside your portal. No developer needed.

Which plan?

From £15 a month, free for 14 days

Branded documents are on every plan, so Solo is enough for one assistant that produces deliverables. Starter suits businesses that want several assistants, with lead capture to collect details before someone downloads.

Solo

£15/month

Compare all plans

Questions about branded documents

Can an AI assistant create branded PDF reports?

Yes. A Relavo assistant can turn a conversation into a plan, audit, summary or checklist and hand it over as a PDF or Word file. It uses the logo, brand colour, company name and footer from your brand kit, with a cover page.

How do I turn it on?

Branded documents are turned on per assistant. You choose whether people can download PDF, Word or both, and set your logo, colour, company name and footer once in your brand kit.

Why give people a document rather than just an answer?

People pay for outcomes, not chat. A document with your name on it is delivered work they can keep, print and share with colleagues, and your brand travels with it.

Is the content of the document accurate?

It is grounded in the content you give the assistant and in the conversation itself, and the assistant is told to say when it does not know. It is still AI, so for anything important you should review what it produces. Every conversation is logged so you can check.

What does it cost?

Plans start at £15 a month for one assistant, and branded documents are included on every plan. Starter is £29 a month for five assistants with lead capture and handoff. Every plan has a 14-day free trial.

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