Conversations

Getting Started

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

Account Settings

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

Texting

• 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 on Hearsay Desktop
• Editing a Group Name on Hearsay Desktop
• Creating a Group Text on Hearsay Desktop
• See all 31 articles

Voice Calling

• Handling Incoming Calls as a Delegate
• Voice-call Recording Overview
• Making Hearsay Relate Calls From Your Computer
• Answering Incoming Hearsay 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

• 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

Wealthbox Integration

• Connecting Your Wealthbox Account to Relate