Use cases
Explore the different ways you can use Relay.app.
Customer Health Monitoring
Spot at-risk accounts weeks before renewal — not the day the call goes wrong.
Customer SuccessSalesCustomer Support
Triage every ticket and route to the right path — bugs to engineering, billing to Stripe, feature requests to the roadmap.
SupportDeal Pipeline Reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
SalesLeadershipEmail Triage
Claude reads every email and decides what it needs from you — a reply, a task, a meeting, or the archive.
OperationsLeadershipEmployee Onboarding
Connect your ATS, chat, calendar, and docs — Relay.app runs the whole onboarding workflow, and you swap any step for the apps you already use.
PeopleITHiring Pipeline
Relay.app screens and rates every application the moment it lands, so recruiters spend their time on the candidates worth talking to.
PeopleRecruitingLead Qualification
Qualify inbound leads the moment they arrive.
SalesMarketingMeeting Briefing Generator
Walk into every call already up to speed — without spending the hour beforehand digging through tabs.
SalesCustomer SuccessMeeting Follow-Ups
Every call ends with the recap sent and the action items already tracked — not a transcript you'll get to later.
SalesCustomer SuccessOrder Fulfillment
From new Shopify order to shipped, invoiced, and confirmed — or held for ops, or cancelled — without anyone copy-pasting.
OperationsFinancePayment Processing
Keep finance, customers, and account owners in sync.
OperationsFinancePerformance Reviews
Every review cycle runs itself — 360 feedback gathered, a fair draft synthesized, the 1:1 booked — with the manager owning the final call.
PeopleLeadershipReddit Lead Generator
Find buying-intent posts on Reddit before your competitors do.
SalesSales Quoting
From the quote stage to a signed proposal — drafted, approved, and sent, without a rep rebuilding a template each time.
SalesFinanceTicket Backlog Reporting
A clear backlog digest in #support every morning — SLA breaches, aging tickets, and who's overloaded — before anyone opens Zendesk.
SupportLeadership
