From hello to home.

We’re here to make things clear.

• How does the AI email composer work?

  The AI email composer is helps you to write messages to your clients through a built-in AI assistant while in the email composer. The AI assistant will generate messages for you based on your request or use case. While AI is helpful, we'd recommend that you doublecheck the messaging to make sure it is accurate.

• Can I create my own email templates?

  Yes, you can create your own templates or use any existing templates. You are also free to edit the existing templates to cater each one to your specific needs.

• How can I manage my contacts in Relationships?

  You can track all client interactions, tasks, lead sources, and opportunities in one place and manage contact notes, lead sources and birthday and ensure that no client is overlooked.

• Does Relationships connect to my calendar?

  Yes, Relationships can connect and sync directly with your Google or Outlook calendar to make sure important events are in one central place.

• What is the EZ Texting integration in Relationships?

  The EZ Texting integration is a new add-on feature that allows you to send, receive, and manage text messages directly from within the Lone Wolf Relationships platform. It's designed to help you communicate with clients and leads more efficiently without switching between different applications.

• Can I send texts to multiple contacts at once?

  Yes. The integration supports several flexible messaging options:

  • 1:1 Texting: Send personal messages directly from a contact's record or the unified inbox.
  • Bulk Texting: Send announcements or market updates to multiple contacts at once from the Contact Table.
• Can I automate text messages?

  Absolutely. You can add a "Send a Text" action to your automated workflows. This is perfect for hands-free follow-ups, appointment reminders, welcome messages, and nurturing leads over time.

• Will texts and emails be in the same place?

  Yes. The integration features a unified inbox where you can manage all conversations, both email and text, in a single view. This provides a complete communication history for every contact in one centralized location.