Help & guides
Relai guidebook
What do you need help with?
Learn 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.
Feature guides
Understand how each part of Relai works and the rules behind its data.
- Player PacksBuild selective player dossiers, share time-limited bearer links and manage responses, downloads and outcomes safely.Read guide
- CommissionsSet up terms, confirm schedules, understand forecast totals and reconcile every payment.Read guide
- Clause WatchUnderstand clause kinds, cited evidence, watch states, briefing alerts and the human decisions behind every action.Read guide
- Player registry & contractsUnderstand player identity, relationship status, strategy, contract types, expiry and how the dossier connects to the rest of Relai.Read guide
- Inbox & proposalsUnderstand private capture, processing states, evidence and the human approval boundary before anything becomes shared CRM data.Read guide
- DealsUnderstand transaction types, stages, economics, lead responsibility and the hand-off into commission.Read guide
- Club Requirements & registry matchingReview club needs, explainable player matches, scan activity, Player Pack sharing and lifecycle states.Read guide
- Registry matching decisionsUnderstand approved criteria, background scans, fit bands, authority, decisions, alerts and rescans.Read guide
- PipelineUnderstand the shared mandate-acquisition board, stage timing, attention signals and lead responsibility.Read guide
Step-by-step guides
Complete an outcome that crosses several parts of the app.
- 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.Read guide
- Complete a deal end to endCreate a deal, move it through negotiation and agreement, then complete the record and its follow-up work.Read guide
- Capture a record noteAttach useful context to the player, club, contact or deal where teammates will look for it.Read guide
- Review and work a club requirementTake an approved club requirement through registry review, shortlist, Player Pack Share and outcome.Read guide
- Turn an email into structured workForward an email, review the extracted suggestions and approve only the records and updates you want to keep.Read guide
- Set up a player and representation contractCreate a reliable player record, record the agency mandate and capture the commission entitlement correctly.Read guide
- Review and monitor contract clausesUpload a contract, review its cited clauses, choose what to watch and carry each trigger through a human-confirmed action.Read guide