Conversations

Getting Started

• Message Encryption on Relate
• What is Relate?
• Relate Full Desktop Overview
• Relate User Guide
• Relate Notifications on the Homepage
• Web Browser Text Notifications
• See all 10 articles

Account Settings

• Setting and Enabling the Out of Office Automatic Responses in Relate
• Configure Inbound Call Handling
• Setting Working Hours and an Auto-Reply Text
• How to Find Your Relate Number
• What is the Share Consent Link?
• Add Your or Your Delegate’s Name to Consent Request Messages

Texting

• Understanding Message Blocking and Carrier Filtering
• Add a Label to a Conversation
• Texting with Shortened URLs
• Creating and Managing Workspace Templates
• U.S. Text Messages to United Kingdom Carriers Limitation
• Filtering Conversations to only view Group Texts
• See all 33 articles

Voice Calling

• Cellular versus VoIP Calling
• Handling Incoming Calls as a Delegate
• Voice-call Recording Overview
• Making Relate Calls From Your Computer
• Answering Incoming Relate Calls on Your Computer (Inbound VOIP for Desktop)

Reminders

• Automated Workflow Reminders for Appointments, Greetings, and Birthdays
• Scheduling Meetings/Reminder Text Messages

Tips & Tricks

• Tips For Handling Call Quality Issues
• Failed SMS Errors
• Spoofing Resources
• Email Notifications for Unread Messages

WhatsApp Integration

• WhatsApp Integration on Relate
• Create WhatsApp Templates
• Send WhatsApp Messages on Hearsay Desktop
• WhatsApp Integration Onboarding

Integrations

• Connecting Your Redtail Account to Relate
• Connecting Your Wealthbox Account to Relate