SecondTouch
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Docs

  • Getting Started
  • Accounts
  • Interactions
  • Daily Brief
  • Signals
    • Personal Momentum
    • Cadence
    • Network Coverage
  • Importing
  • Billing
  • Troubleshooting
  • FAQ

Docs

Documentation

Use these pages to get started, work with accounts and interactions, understand relationship signals, and handle support questions.

Overview

The docs are organized around the main workflows in SecondTouch. Start with setup, then move into accounts, interactions, and the daily brief.

Getting Started

Getting Started

Create an account, add a few relationships, log an interaction, and review the brief.

Using the Product

Accounts

Manage relationship records, context fields, and significant dates.

Interactions

Log interactions manually, through quick flows, or by email when enabled.

Daily Brief

Review the daily summary of relationships that may need attention.

Importing

Upload a CSV, map fields, and create accounts in bulk.

Understanding the System

Signals

See how interaction history and account data turn into relationship signals.

Personal Momentum

Learn what strengthening, declining, and stable engagement patterns mean.

Cadence

Understand how the system measures regularity and drift.

Network Coverage

Review how broadly you are maintaining your relationships.

Support

Billing

Manage subscription access and billing status.

Troubleshooting

Check the common fixes for missing interactions, delayed brief updates, and email issues.

FAQ

Read the short answers to the most common setup and usage questions.

SecondTouch

A relationship manager designed around a lightweight daily brief.

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