Getting to know the interface

Relator has two fixed areas: the sidebar on the left, with navigation and search, and the top bar, with the open client, the page path and quick actions. The page content sits in the middle. This article shows what each area holds and the shortcuts that save clicks.

Sidebar

The items change with the space that is open. Inside a client (or in an own-business account) the sidebar has three groups:

• Main

  Items

  Home, Performance, Reports, Dashboards and Spaces

• Analysis

  Items

  Metrics, CRM, Goals and Timeline

• Agency (or Account, in own-business accounts)

  Items

  Clients (agency only, with the number of clients), Sources and Settings

In the agency view the sidebar is shorter: Home, Clients, Dashboards and Reports, plus Settings in the Agency group. Each client's analysis, spaces, goals and sources live inside that client.

• Pinned: dashboards you pinned appear below the groups. In the dashboard menu, use Pin to sidebar.
• Getting started: at the bottom of the sidebar, the checklist for the open space. It disappears when you finish or dismiss it.
• Collapse: the button next to the client's name, at the top, collapses the sidebar to icons only (the name shows on hover). On smaller screens the sidebar starts collapsed.

Top bar

• Client switcher: on the left, it shows the open space. Click to switch; see below.
• Page path: next to the switcher. Click an earlier level to go back to it.
• Trial: during the free trial, a badge shows the days left; see Trial period.
• Ask RelatorAI: opens the assistant on the screen you are on. See What RelatorAI does.
• Language: switches the interface between Portuguese, English and Spanish.
• Bell: connection health notifications; see Notifications.
• Your photo: Account settings, Chat history, What's new, Send feedback, Contact support and Sign out.

Switch clients

1. 1
   Step 1

   Open the switcher

   Click the name of the open space, in the top-left corner. The Switch workspace window lists the agency and the clients, with the number of accounts for each.

   Illustrative screen

   Farol Agency/Home

   Ask RelatorAIPT

   Clients12

   Switch workspace

   Search workspace…ni

   1

   Agency

   • Farol

     Agency12 clients

   Clients

   • Korra

     3 accounts

     2
   • Nimbo

     2 accounts

   Add client3

   1. 1Type part of the name to filter the list.
   2. 2Click the client to open their space.
   3. 3Add client creates a new client without leaving the screen.

2. 2
   Step 2

   Pick the space

   Click the agency to see the whole portfolio, or a client to work only with them. The entire app then shows data for that space: dashboards, reports, metrics and sources.

Quick search (⌘K)

The Search… field at the top of the sidebar opens quick search. The shortcut is ⌘K on Mac and Ctrl K on Windows and Linux. With two or more letters, it searches dashboards, reports, clients and metrics. With nothing typed, it shows Navigate (shortcuts to the main screens) and Switch client.

Illustrative screen

Korra/Home

Ask RelatorAIPT

SpendR$ 12,480.00

Search or ask AI

Search or ask AIblack friday

1

Dashboards

• Black Friday — Conversion

  2

Reports

• November report · Korra

• Ask AI: «black friday»

  3

1. 1Type what you're looking for: a dashboard, report, client or metric name.
2. 2Use the arrow keys and Enter to open the result.
3. 3No useful result? The same phrase becomes a question for RelatorAI.

Settings and help

Settings, in the sidebar, opens the window with the settings for the open space; see General settings. Your personal details (name, photo, email and password) are in Account settings, in your profile menu. The ? button next to the title of some pages replays that screen's guided tour.