How it works
It is a loop, not a toolbox.
Reachly catches where every customer came from, learns what they have done, works out who is worth talking to today, has the conversations — then traces the money back to the message that earned it, and uses that to choose better next time.
Day one
Three things, one afternoon.
01Bring your customersUpload a sheet, or connect what you already use. Past orders and conversations come with them — that history is what everything else runs on.
02Tell it about your businessWhat you sell, your prices, how you talk. It reads your existing messages and writes the way you already do.
03Switch on what you are comfortable withMost people start with scoring only, and let the AI reply once they have read enough of it to trust it.
The loop
Five things, running continuously.
Each one is a product in its own right. Together they are the only reason the last step can exist at all.
Capture
Where they came from
Website visits, Click-to-WhatsApp ads, lead forms, imports. Every contact carries its source — anonymous visits included, joined to the person the moment they message you.
Revenue by source →
Learn
Every customer, understood
What they bought, what they asked, when they went quiet. Kept current, not a snapshot from the day you imported.
Customer Intelligence →
Rank
Who is worth today
One score per customer with the evidence behind it, so the list is ordered by opportunity instead of by the date you added them.
See the scoring →
Act
The conversation happens
Five AI agents qualify, answer, close and win back — handing to each other and to you. Journeys run the follow-up. Goals command the whole campaign.
AI Agents →
Measure
What actually earned money
Every payment traced back to the conversation, the agent, the campaign and the traffic source before it — so the next round of ranking is better.
Revenue Attribution →
One customer, end to end
The loop, on a single person.
Most tools can show you a chat. This is the part that is hard to copy: an anonymous visitor becomes a named customer, and the money they pay finds its way back to the ad that brought them.
Rahul M.
+91 98••• ••210 · first seen Tuesday, paid Wednesday
Tue 9:14 PM
An anonymous visitor lands on your site
Reads Pricing, then Full Detailing, then Pricing again. Nobody knows who they are yet — Reachly still keeps the trail.
Tue 9:21 PM
They tap “Chat on WhatsApp”
The moment they message, the anonymous trail joins the person — those three pages are now Rahul’s history, and so is the ad that brought him.
Tue 9:21 PM
Qualify answers in seconds and grades him
“Yes — ₹6,500, about 5 hours. Booking this week?” He says before Diwali. Graded HOT on that evidence, handed to Conversion with the whole story.
Wed 11:02 AM
Conversion negotiates inside your limits and closes
Offers the top-coat before touching price, settles at ₹6,000 — 7.7%, inside the 10% you allowed — and sends a real payment link in the chat.
Wed 11:09 AM
₹6,000 paid — and the money finds its way home
The payment is credited to the conversation, the agent that earned it, and the traffic source that started it seven pages and one day earlier.
Multiply that by a month and you stop guessing: Instagram ₹1,84,000 · Google ₹96,400 · WhatsApp status ₹18,200 — revenue per source, not clicks per source.
Why it compounds
Six things most tools do not have.
Any of these alone is a feature. Together they are the loop — and each month of use makes the next month better.
🌐
Website tracking that knows who
Anonymous visits are recorded, then joined to the real person the moment they message you — including the pages they read before you knew their name.
Why it matters: you see intent, not just traffic.
🧭
Source tracking on every contact
Ad, lead form, website, CSV, API — each contact carries where it came from, and campaigns can target or exclude by it.
Why it matters: you can stop the spend that never converts.
🧾
Revenue attribution, end to end
Every payment traces to the conversation, the agent, the campaign and the first touch — first-touch and last-touch, side by side.
Why it matters: “what earned money” replaces “what got opened”.
🔄
AI workflows with an agent inside
Journeys do the timing and the rules; an autonomous agent handles the actual conversation in the middle of one — then hands back.
Why it matters: automation that can answer an unexpected question.
🧠
One memory, five agents
Purchases, promises, objections and open issues live on the customer, not in a bot’s session. Every agent reads the same file.
Why it matters: nobody is asked the same question twice.
📈
Training you can measure
Change how an agent works and every conversation after it carries that version — so you compare revenue and replies before versus after.
Why it matters: improvement stops being a feeling.
A month in
What it looks like once it has run for a while.
Your list is sorted by opportunityOpen Reachly and the first names you see are the ones worth a message today, each with a reason.
The obvious work already happenedQuestions answered, enquiries qualified, quiet customers nudged, service reminders sent — while you were doing something else.
You know what workedNot opens. Which source, which campaign, which journey and which agent produced money — and which only produced activity.
What stays yours
You decide how much it does.
Nothing sends until you allow itEvery agent, journey and campaign the AI creates is off until you switch it on — and can be switched off again mid-conversation.
Your data is only ever yoursScores, segments and comparisons come from your workspace alone. Nothing is pooled across businesses.
Every judgement is inspectableWhy someone scored what they scored, who handed a conversation to whom, what earned a payment — all of it visible on the customer.
Start the loop with the customers you already have.
The first pass over your list usually finds something.
reachly
The AI marketing engine for businesses that grow on repeat customers.