AI Voice, SMS & CRM Automation

Relay AI

AI Agents That
Turn Conversations Into Customers

Relay answers every call, text and inquiry, qualifies the lead, books the meeting and keeps your pipeline moving, with your team in control.

Rachel is livePress play and talk to her. She’s a Relay agent.
✓Lead qualifiedBudget and timeline captured
☷Meeting bookedTue 11:00 · Video call
↻CRM updatedStage moved to Booked
Inbound callsOutbound callsSMSEmailVideo agentsBooking EngineCRMWorkflowsGoogle CalendarOutlook CalendarWhatsAppFacebookRelay LiveInbound callsOutbound callsSMSEmailVideo agentsBooking EngineCRMWorkflowsGoogle CalendarOutlook CalendarWhatsAppFacebookRelay Live
Why Relay

Most leads aren’t lost to a competitor. They’re lost to missed calls, slow replies and follow-up that never happens. Relay answers, qualifies, books and follows up, so every inquiry gets a next step.

One System

Agents, Booking and CRM, Working as One

Most AI phone tools stop when the call ends. Relay connects every conversation to booking, your pipeline and the follow-up that comes next.

AI Agents

Agents that pick up, follow up and never forget

Relay agents answer inbound calls around the clock, call new leads back, and continue the conversation by text and email, following the playbook you set.

Inbound callsOutbound callsSMSEmailVideo agents
Meet the agents
Inbound call · Rachel
CallerHi, I’d like a quote for a kitchen remodel.
RachelHappy to help. When are you hoping to start?
CallerNext month, ideally.
Intent: QuoteTimeline: 30 days✓ Qualified
Booking Engine

Qualify before they book

Capture details as visitors type, ask your questions, then open the calendar to the right people.

Project budget?$25k+
🔓 Calendar unlocked
Mon 12Tue 13Wed 14
Explore the Booking Engine
Relay CRM

A CRM that keeps itself current

Calls, messages and meetings land on the record, in the stages you define.

New
Maya PatelWeb form
Derek OwensInbound call
Qualified
Priya ShahBooking Engine
Booked
Sam WhitfieldTue 11:00
Explore the CRM
Workflows

Follow-up that runs itself

Combine agents with prewritten SMS and email so every lead gets a defined next step.

✦TriggerNo reply in 2 days
✉MessageSend SMS template
☎AgentRelay calls the lead
See the platform
Visibility

See your team and agents at work

Dashboards, AI analytics and Relay Live on the office TV.

Relay LiveLive
Calls184
New leads39
Booked14
See the platform
Relay Booking Engine

Qualify Visitors Before They Reach Your Calendar

Put a branded scheduler on your site that captures details as visitors type, asks your qualifying questions and only then opens your calendar.

✓Timeline within 3 months
↗Qualified event to Meta
Workflows

Prewritten Steps and AI Agents in One Workflow

Run the predictable steps with prewritten SMS and email, and bring in an agent when a real conversation is needed. You decide where each one fits.

Rules-only automationFixed paths
  1. 1Lead comes in
  2. 2The same sequence fires for everyone
  3. 3Every new reply needs another branch
  4. 4Questions wait for someone on your team
  5. ✕Manual CRM cleanup
Great for the predictable steps. Brittle when the lead says something you didn’t plan for.
Relay workflowsPrewritten + AI
  1. 1Lead comes in from your formTrigger
  2. 2Instant SMS and email go outPrewritten
  3. 3Lead replies with a questionCondition
  4. 4Agent calls, answers and qualifiesAI agent
  5. ✓Meeting booked, CRM and stage updatedAutomatic
Prewritten where the step should be predictable. An agent where it needs a real conversation.
Visibility

See Your Team and Your Agents Working Together

The executive dashboard puts human and AI activity in one view. Relay Live casts it to the TV in your sales office, so calls, new leads and bookings show up as they happen.

RRelayLive
Executive overview
Workspace performance
09:41:26 AM
Wed, Oct 7
• Auto-refresh on
Workspace pulseAI calls184New leads39Appointments14Active deals22Outbound SMS58
AI calls
Last 7 days184
New leads
Last 7 days39
Appointments
Last 7 days14
Active deals
Current22
♫Music on
Agent Examples

Agents Shaped Around Your Business

A small sample of the roles Relay agents take on. Each one is configured for a specific industry, role and workflow, so conversations feel relevant and outcomes are easy to manage.

Home Services Intake agent exampleHome servicesHome Services Intake Agent

Answers calls, detects urgency, confirms service areas and captures job details for dispatch.

Medspa Booking agent exampleMedspaMedspa Booking Agent

Handles treatment inquiries, books consultations, sends reminders and follows up with prospects.

Real Estate Acquisition agent exampleReal estateReal Estate Acquisition Agent

Qualifies sellers, captures property details and motivation, and books appointments.

Legal Intake agent exampleLegalLegal Intake Agent

Captures new case inquiries, gathers details, routes urgent matters and creates clean intake records.

Digital Services Lead agent exampleAgenciesDigital Services Lead Agent

Qualifies inbound leads, captures budget and timing, and books sales conversations with context.

And many moreThis is just a sample

Relay agents take on roles across intake, booking, follow-up and reactivation, each set up around your industry and process.

Explore AI agents →
How It Works

Launch Without Rebuilding Your Operation

Relay fits around the way you already work. Start with one agent and one workflow, then grow from there.

1
Choose your agent

Start from an agent built for your industry and role.

2
Shape the workflow

Set the questions, stages, prewritten messages and handoffs.

3
Connect your channels

Phone numbers, Google or Outlook calendars, your website and the Booking Engine.

4
Go live and improve

Watch conversations, outcomes and pipeline, then refine with Relay Academy and support.

Questions

Quick Answers Before You Book

Want to see Relay on your own calls, stages and follow-up? We’ll walk through it around your process.

What can a Relay agent do?

Relay agents answer inbound calls, call new leads back, follow up by text and email, qualify inquiries, book meetings and update the CRM, all inside the workflow you configure.

No. Relay workflows combine prewritten SMS and email with AI agents, and Relay CRM works on its own. You decide which steps people, rules or agents handle.

Rachel is an interactive Relay video agent. Talk to her at the top of this page to see how a Relay agent sounds and responds.

Yes. Relay CRM is built in, with lead and deal stages, card and table views, call history, messages and deal values on every record.

Book a demo and we’ll map Relay to your process. After that, Relay Academy walks your team through setup in a seven-day program, with support tickets when you need help.

Get Started

Ready to Meet Your First Agent?

Talk to Rachel, try the Booking Engine, or book a demo and we’ll set Relay up around your process.