Hub navigation in Reltio Customer 360
Learn how to navigate Reltio Customer 360
When you log into the Reltio Customer 360 Hub, you see the Reltio Intelligent Assistant (RIA) - your virtual assistant that helps you find data and information with a simple conversation. Start here by asking RIA for help, or navigate to other sections of the Hub.
Let's see what's in the store for you in the Reltio Customer 360 Hub.
- Header/Banner
- The bar on the top of the screen that displays the Reltio logo, the tenant you are logged into, the Search bar and the global filter.
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Navigate to other tenants (if you have access to more than one tenant) by selecting the drop-down menu next to the tenant name and selecting the one you want from the list.
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Quickly locate a particular profile by typing the profile name in the Search bar and selecting the relevant one from the list.
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- Left navigation drawer
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Hover your mouse pointer over the left navigation drawer and select one of these options from the slide-out menu:
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Reltio Intelligent Assistant: Opens RIA. For more information, see topic RIA for Reltio Customer 360 operation.
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Profile Stats: Displays the Profile Stats charts for the tenant. For more information, see topic Profile Statistics Dashboard navigation.
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Data quality: Displays the Data quality charts for the tenant. For more information, see topic Data Quality dashboard a glance.
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Search: Displays the search page where you can filter profiles based on entity types and attributes. Refine your search in the Advanced Search page to further filter profiles. For more information, see topic Search at a glance.
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Data model: Displays the Data model menu where you can analyze a graphic representation of entities from the current tenant as well and relationships and interactions related to that entity. For more information, see topic Data Model at a glance.
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Create new profile: Displays a list of entity types for which you can create a new profile. Currently, we support Individual, Location, and Household entity types. For more information, see topic Adding a Profile.
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Segmentation: Displays the segmentation menu where you create and manage audience segments, and activate them for downstream applications. For more information see, topics Segmentation at a glance and Activate a segment.
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Notifications: Accesses the notifications page in the Console. For more information see topic Notifications page.
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Applications: Accesses the Data Loader, Export, External Match, SSO Configuration, User Management, and Client Credentials applications from here. You can also navigate to our MDM product.
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- Page body
- Displays information based on the menu option selected in the left navigation drawer. For example, select the Reltio Intelligent Assistant menu option to open RIA, where you enter a prompt to ask RIA for help.