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Step-by-step guides to set up and get the most out of Relently — from creating your account to connecting WhatsApp, inviting B2B sub-agents, and automating your follow-ups.
Getting Started
Your Team
How to Invite Your Team (Agents & Managers)
In the admin area, open Users, click Add User, enter their name and email, choose a role (Manager or Agent), and they receive login details — each role sees only what it needs.
4 minHow to Invite B2B Sub-Agents
In the admin B2B Agents page, click Invite Sub-Agent, enter their email (and optionally name/company), and an invite link is emailed automatically — they set their own password and start referring students.
Students & Documents
How to Add Students & Use the Pipeline
Open Students, click Add Student, enter their details and target country/program, assign an agent, and the student appears in your pipeline — move them through stages as they progress to enrollment.
3 minHow to Upload & Verify Documents
Open a student, go to Documents, upload the file under the right document type, then mark it Verified once checked — the vault tracks each document’s status against the student.
3 minHow to Give Parents & Students Portal Access
From a student’s profile, generate a student or parent invite link (or create a login); they set a password and get a read-only portal showing status, documents, and deadlines.
Channels
How to Connect Your WhatsApp Business Number
In WhatsApp settings, enter your Meta phone number ID, access token, app secret, and webhook verify token, set the webhook URL Relently gives you in your Meta app, then enable the connection.
4 minHow to Connect Email & SMS
In Settings → Notifications, add your Gmail address + app password for email and your Twilio SID, auth token, and number for SMS, then enable each channel.
Automation & Billing
How to Set Up Automations
Pre-built automations work immediately; to add your own, open Automations, create a rule with a trigger (e.g. status change) and one or more actions (create task, notify, email), then activate it.
3 minHow to Manage Your Plan & Billing
Open Settings → Billing to see your current plan and usage; upgrade, downgrade, or change plans anytime — the 14-day trial runs first, with no credit card required to start.