Documentation
Everything you need to get started with Relatide
What is Relatide?
Relatide is a customer relationship memory platform that helps you build deeper, more personalized connections with your customers. By tracking conversation history, preferences, and interactions across all touchpoints, Relatide ensures every conversation feels personal and informed.
Getting Started
1. Connect Your CRM
Start by connecting your existing CRM (Salesforce, HubSpot, or others) to import your customer data. Visit the Integrations page to learn how.
2. Configure Memory Tracking
Choose what information to capture about your customers - from communication preferences to purchase history and support interactions.
3. Start Making Calls
Use the AI-powered calling feature to have natural conversations with your customers. Relatide automatically captures and summarizes key information.
4. Review Analytics
Track customer health scores, engagement trends, and identify at-risk customers before they churn.
Key Features
Customer Memory
Automatically track and recall every interaction, preference, and detail about your customers.
AI-Powered Calls
Have natural conversations with AI assistance that suggests talking points based on customer history.
Analytics Dashboard
Visualize customer health, engagement trends, and identify opportunities for growth.
CRM Integrations
Seamlessly sync with Salesforce, HubSpot, and other popular CRM platforms.
Need Help?
Check out our FAQ for common questions, or contact support if you need assistance.