What's New
What's New
A running log of notable additions and improvements to the Relate guide docs.
Notable additions and improvements to the Relate guide docs. For the full product changelog, see the Changelog.
Improved the email sync guide
Restructured Email sync by connection method (Gmail · Outlook · IMAP), refreshed the connection screenshots, and consolidated the setup notes and FAQs.
Added booking-link prefill guidance
Documented how to prefill the booking form via query parameters on the Meeting Scheduler page — covering built-in fields and custom Advanced fields (by identifier), plus the option to lock prefilled values as read-only.
Added the Google Contacts sync guide
Added Google Contacts Sync — connect your Google account to automatically import your Google Contacts into Relate. Introduced a new Importing Contacts section.
Added the Relate Public API reference
Introduced an API section with the API reference — covering authentication, pagination, and endpoints for Contacts, Organizations, Notes, Custom Fields, Lists/Processes, Entries, Calendar, and Recordings.
Added the Relate MCP guide
Introduced a new AI section with the Relate MCP doc — how to connect AI agents like Claude Code and Codex to Relate, what you can do with MCP, and example prompts.
Process & List docs, import copy
Added Process and List guides, with renaming and copy improvements across the import docs.
AI Import docs update
Updated the AI Import documentation.
List export, form responses, campaigns billing
Added guides for exporting lists, downloading form responses, and the campaigns billing policy.