Getting started

Create your account, set up your agency or company and learn the interface

8 articles
  1. What Relator isAn overview of the product: what it connects, what you do with the data and where to start, whether you are an agency or a company.
  2. Create an account and choose the typeSign up with email or Google, confirm the code and choose between an agency account and an own-business account.
  3. Initial agency setupThe agency account wizard step by step: name, first client, accounts, RelatorAI and team invites.
  4. Initial company setupThe own-business wizard step by step: workspace name, website, logo and your first data sources.
  5. Getting to know the interfaceSidebar, top bar, client switcher, ⌘K search, RelatorAI, notifications and your profile menu: where everything lives.
  6. The agency journeyThe agency Home checklist: three agency steps and six per client until they receive their first report.
  7. Guided tourHow the tour that highlights the parts of each screen on your first visit works, and how to replay it whenever you want.
  8. Using it on mobileInstall Relator on your iPhone or Android home screen and use it from your phone: navigation, RelatorAI and report approval.
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The chat is in the corner of the screen on this site and, inside the app, in your profile photo menu.

Emailsuporte@relator.digital

For account and data questions. Privacy and deletion requests go to privacidade@relator.digital.