Relay at a glance

• Answers every call to the business's number and holds a real, spoken, back-and-forth conversation.
• Custom greeting, agent name and persona, communication style, and voice, set per business.
• Automatically qualifies and scores every lead against that business's own criteria before booking.
• Escalates live to the on-call number when a deal is high-value, the caller asks for a manager, sentiment turns negative, or it's after hours.
• Takes a message when a live transfer goes unanswered, instead of dropping the caller.
• Calls a customer back automatically if the call drops unexpectedly, and resumes the same conversation.
• Each business gets a dedicated phone number, or can forward their existing business line.

• Answers inbound texts with a lighter-touch agent suited to someone who already knows the business.
• Customers can confirm a booked appointment just by replying "yes" to a text.
• Automatically follows up by text with a stalled lead who showed interest but didn't book, and sends appointment reminders ahead of time.
• Texts the right payment link the moment a sale closes on a call or in chat.

• An embeddable chat bubble any business adds to its own website with one line of code.
• Automatically switches to Spanish on Spanish-language pages.
• Runs the exact same agent as the phone line: same qualifying questions, same booking, same selling, just typed.
• Gently checks in once (at most twice) if a visitor goes quiet mid-conversation.

Available on the Growth and Concierge Black plans.

• Each business gets its own dedicated inbound email address to forward their inbox to.
• Drafts a reply to every inbound email automatically; a staff member approves or edits each draft before it sends.
• Automatically sends appointment confirmations (with a calendar invite attached), sale welcome and reminder emails, and payment-link emails.
• Emails the business about any call or chat that needs human follow-up, plus an optional summary of every finished conversation.
• Sends a monthly engagement email showing what Relay did, with an anonymized peer comparison and a branded PDF Executive Report.

• Books a real event directly on a connected Google Calendar.
• Books a real event directly on Microsoft 365 / Outlook.
• For businesses without Google or Microsoft connected, books onto Relay's own built-in calendar, checking for conflicts against crew capacity and buffer time, and still books with a warning text to the owner if something looks double-booked.
• Automatically picks the right calendar system per business, with no manual switching.
• Configurable buffer time between appointments, how far ahead booking is allowed, and how many crews or technicians can be scheduled in parallel.
• Every booking confirmation email includes a standard calendar invite file, so the customer can add it to their own phone.

• Each business's own service list and live pricing, which the agent can quote and discuss.
• A custom set of qualifying questions per business, asked of every caller or chatter.
• A custom list of appointment types per business, such as "Free estimate" or "Service call."
• A nightly review of recent real conversations that surfaces concrete, actionable patterns for a human to review.

• Relay sells itself through its own three-tier plans, closed by its own AI sales agent.
• The moment a sale closes, the right Stripe payment link goes out by text and/or email and shows right in the chat.
• A public, no-login signup page where a new customer can pick a plan and pay without talking to a rep.
• A fuller order-form flow that sets up recurring autopay for a new customer.
• Businesses can sell their own products or plans through Relay; the agent offers and closes those too, using that business's own payment link.
• Dedicated tooling for a human sales rep to close a new business directly, alongside the fully automated path.

• Automatic missed-payment sequence: reminder emails, a service pause, and cancellation on a defined schedule if a card keeps failing.
• A cancelled customer can reinstate at the current price, with an optional fee waiver in certain cases.
• Support for accounts deliberately kept outside standard billing, such as pilots, friends and family, or invoiced customers.

• One dashboard showing every call, chat, booking, and sale across every business, plus live status and a setup-health checklist.
• Edit any business's services, qualifying questions, appointment types, sellable plans, agent persona, and greeting directly.
• Staff accounts with roles: an admin sees every business, a rep sees only their own.
• Provision, replace, or release a phone number per business.
• Tracks leads who started signup but haven't activated yet, so none fall through the cracks.
• A live interactive demo any prospect can call or chat with before signing up.

• A setup-health checklist watching every integration (phone, texting, email, payments, and background jobs), alerting only when something changes.
• A monthly plain-English Executive Report per business, with anonymized peer benchmarking.
• Per-business dashboard data available via API.

• A guided public onboarding wizard that collects a new business's details and activates their agent.
• Public self-serve signup and checkout.
• A staff/teammate management page for logins and account administration.