Account Setup & Onboarding

How do I get started with Relate?

After signing up, schedule an onboarding session for setup guidance and best practices.

  1. Sign Up – Use your business email to create an account.
  2. Integrate – Connect with Microsoft Teams or Zoom Pro (G-Suite coming soon).
  3. Determine Role Based Access – Ensure the right people are given the relevant permissions. We have 3 levels – Admin, Manager and User
  4. Grant Permissions – Set up Microsoft Azure group policy permissions for organization-wide or specific group and user access.
  5. Enable Transcription – Ensure meeting transcripts are available for AI analysis

Can I add team members to my account?

Yes, Relate offers multi-user functionality. Admins can invite team members from the “Team Management” section in your dashboard. Permissions and roles can also be customized to fit your team structure.

Integrate with your CRM and video communications platform.

salesforce
eloqua
 
hubspot
msft dynamics
 
wealthbox
vidyo1
vimeo3
teams1
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Launching soon
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Testimonials

“Thank you for making this meeting about me and my agenda”. Investor feedback to a product manager who uses Forum 360

“My clients are benefiting from frequent meeting access to my experts without having to leave an experience provided by my brand.” Client of Forum 360.

”Working together to ensure my clients feel like they are in a relationship with the managers of their money, while enhancing my business model – count me in” Wealth manager working with a client of Forum 360.