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
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.