Help & guides
21 guidesLearn a feature's rules or follow a complete workflow. Guides explain what the app is doing, where the data comes from and what each action changes.
AlertsSet how many days of warning you want for each contract, mandate and deal date. The dashboard and the daily briefing read the same rules.ObjectsHide built-in fields per object, add custom properties to players and deals, and choose whether a field always shows or only when it has a value.Mobile setupConnect Relai for iPhone, share from WhatsApp and other apps, and find Relai in the iOS Apps list.Player PacksBuild selective player dossiers, share time-limited bearer links and manage responses, downloads and outcomes safely.Clause WatchUnderstand clause kinds, cited evidence, watch states, briefing alerts and the human decisions behind every action.Player registry & contractsUnderstand player identity, relationship status, market status, contract types, expiry and how the dossier connects to the rest of Relai.Inbox & proposalsUnderstand private capture, processing states, evidence and the human approval boundary before anything becomes shared CRM data.Deals & ScenariosOpen a Deal, build and compare Scenarios, share saved terms, record communication and preserve Agreed terms.Club Requirements & registry matchingReview club needs, explainable player matches, scan activity, Player Pack sharing and lifecycle states.Registry matching decisionsUnderstand approved criteria, background scans, fit bands, authority, decisions, alerts and rescans.PipelineUnderstand the shared mandate-acquisition board, stage timing, attention signals and lead responsibility.Using connected assistantsWhat Claude, ChatGPT and other connected assistants can read, how text they send in becomes proposals, and how to change their access or disconnect them.
Connect ClaudeAdd Relai to Claude as a custom connector, sign in, choose what Claude can read and ask your first question.Connect ChatGPTAdd Relai to ChatGPT as an MCP server, sign in, choose what ChatGPT can read and ask your first question.Create and share a Player PackCurate a club pitch, publish an immutable version, create a private recipient link and turn the response into accountable follow-up.Complete a Deal end to endOpen a Deal, build and compare Scenarios, share the exact saved terms, then preserve agreement and completion records.Capture a record noteAttach useful context to the player, club, contact or deal where teammates will look for it.Review and work a club requirementTake an approved club requirement through registry review, shortlist, Player Pack Share and outcome.Turn an email into structured workForward an email, review the extracted suggestions and approve only the records and updates you want to keep.Set up a player and representation contractCreate a reliable player record, record the agency mandate and set up its commission correctly.Review and monitor contract clausesUpload a contract, review its cited clauses, choose what to watch and carry each trigger through a human-confirmed action.