Platform Overview
What is Relate, and how can it benefit my business?
Relate is an AI-powered customer engagement platform designed to build, measure and coach trust-based relationships through insights, meeting effectiveness, and risk management.
Who is Sandi?
Sandi is Relate’s Generative AI analyst and the intelligence behind our platform. Sandi analyses, scores, and provides coaching across 28 key traits based on the four factors of the trust equation. Sandi continuously learns from interactions to provide actionable insights that strengthen client relationships. Think of Sandi as a sports coach, always by your side, giving you feedback on how to improve your Intimacy, Reliability and Credibility and reduce your Self-Orientation.
How do I schedule a meeting and ensure Sandi analyses it?
- Schedule your meeting in Microsoft Teams or Zoom (Relate integrates with both platforms).
- Enable transcription for AI-driven insights.
- Post-meeting, Sandi will analyze and send a detailed report to your inbox
What business challenges does Relate address?
- The Trust Perception Gap – 90% of executives believe they are trusted, while only 30% of customers agree.
- Lack of Customer Insights – Helps businesses understand customer expectations and pain points.
- Poor Return on Effort – Sales and engagement efforts often fall flat due to misalignment with customer trust and expectations.
- Customer Churn – Strengthens relationships to increase loyalty.
- Compliance Risks – Enhances transparency to reduce regulatory violations.
- Employee Engagement – Improves internal trust and communication.
Who benefits most from Relate?
Relate is ideal for sales teams, customer success professionals, regulated industries, and organizations with complex decision cycles seeking AI-driven trust insights.
How accurate is Relate’s trust assessment?
Relate leverages The Trusted Advisor framework as a benchmark to objectively measure and analyse trustworthiness across 28 key traits. Relate provides data backed trust scores that evolve over time, offering a precise and objective view of customer relationships. Our methodology ensures accuracy by continuously refining trust assessments based on real-world interactions and feedback.
