Guided tour

The first time you open some screens, Relator highlights the main parts with a card explaining what each one is for. That is the guided tour. It points at the real screen, so you learn right where you will work.

Screens with a tour

• Home, Performance, Clients and Sources.
• Dashboards, Reports and Metrics.
• Spaces and the detail of a campaign.
• CRM, Goals and Timeline.

The explanation of the RelatorAI button shows up only once, in the first tour you take. In own-business accounts, some texts are adapted for people running their own business.

Step by step

1. 1
   Step 1

   Follow the cards

   The tour starts on its own the first time you visit the screen. A spotlight frames the part being explained and the card shows the title, the text and the progress (1 of 6, for example).

   • Next moves forward; Back returns to the previous card.
   • Got it closes the last card.
   • Skip (or the Esc key) ends the tour.

   Illustrative screen

   Farol Agency/Clients

   Ask RelatorAIPT

   Clients

   SpendR$ 184,320.00+8.4%

   On goal9 of 12

   Stalled sources1

   Open alerts3

   1

   The book in one lineThe table footer adds up the book: total spend with its change, how many clients are on goal, stalled sources and open alerts.

   1 of 6

   Skip2

   Next3

   1. 1The part of the screen the card is explaining.
   2. 2Skip ends this screen's tour.
   3. 3Next goes to the following card.

2. 2
   Step 2

   Replay it whenever you want

   On screens with a tour, a ? button sits next to the page title. It is called Replay this page's tour and restarts the tour from the first card.

   Illustrative screen

   Korra/Goals

   Ask RelatorAIPT

   Goals

   Replay this page's tour1

   • RevenueR$ 96,400.00 of R$ 120,000.00
   • Leads412 of 600

   1. 1The ? button next to the title restarts the screen's tour.

How Relator remembers what you have seen

• Once you finish a screen's tour, it doesn't come back on its own on that screen. It is tracked per person, not per client: switching clients doesn't repeat the tour.
• If a block isn't shown to you (because of permissions or because there is no data yet), its card is skipped.
• If you leave the screen before seeing any card, the tour doesn't count as seen and shows again on your next visit.