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
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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

• 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
• Editing a Group Name
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Voice 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

• 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 Wealthbox Account to Relate