Relata

Accomplish common tasks with ease in Relata

Common questions

Switch between Track, Explore and Report

Select the section of Relata you see when you first log in.

Set your home view

General navigation

Remove a personal contact

When Contacts no longer work at their specified Companies

Flag a contact as a leaver

Set a company as a Service Provider

Cleaning up your data

Add a contact or company to your Watchlist

Remove a contact or company from your Watchlist

Customise the data on your Watchlist

Watchlist

View shared mailboxes

Export interaction data to CSV

Understand why Relata Track has incomplete interaction data

Incomplete interaction data

Track features

How to log in to your account

How to create a secure password

Login, Settings and Security 

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Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.