AI Voice, SMS & CRM Automation

Use Cases · AI Receptionist

An AI Receptionist That Answers Every Call

Relay picks up on the first ring, day or night. It answers questions, books appointments, takes detailed messages and puts urgent calls through to the right person, so no caller hits voicemail and no opportunity waits until morning.

RRachel · Inbound call · 9:42 PM
CallerHi, are you open tomorrow? My brakes are grinding and I need to bring the car in.
RachelWe open at 7:30, Chris. I can get you in at 8:00 tomorrow for a brake inspection. Does that work?
Caller8 is perfect.
RachelYou’re booked. I’ll text you a confirmation and directions now.
Captured
Brake inspectionTomorrow 8:00 AMConfirmation sent
✓Booked after hoursOn the calendar · Logged to CRM
↻Calendar updatedTue 8:00 AM · Brake inspection
24/7Agents available around the clock
< 30 secAverage first response time
100%Conversations logged to the CRM
5+Channels connected
AI Receptionist

Every Missed Call Is a Customer Calling Someone Else

Calls come in while your team is with customers, on another line, at lunch or closed for the night. Most callers won’t leave a voicemail. They hang up and call the next business on the list, and that opportunity is gone before anyone knows it existed.

Relay answers every call like a well-trained front desk. It greets callers in your business’s name, answers common questions, books appointments, takes detailed messages and gets urgent calls to the right person, then logs every call in the CRM with a summary your team can act on.

What Relay handles on the phone
New customer inquiriesAppointment bookingReschedulingPricing and hoursService questionsMessages for your teamUrgent call routingAfter-hours calls
How It Works

How Relay Handles Every Call

Your rules decide what Relay answers, books, routes or passes on. Your team only hears about the calls that need them.

☎01 · CallerPhone ringsDay, night, weekends or when every line is busy
●02 · AI agentRelay answersGreets callers in your name and finds out what they need
◆03 · DecisionUrgent or routine?
Routine → Relay handles itUrgent → live transfer
✎04 · Your teamRight person notifiedWarm transfer, text alert or a callback task with the details
✓05 · OutcomeLogged in the CRMSummary, recording and next step on the contact record
CallerAI agentDecisionYour teamOutcome
✓

Relay handles on its own

Common calls are answered and completed in one conversation, using your hours, services, pricing and calendar.

BookingReschedulingHours and directionsPricing questionsService areaFAQs
↗

Relay puts through to your team

Calls that need a person reach the right one, with the caller’s details already captured.

EmergenciesVIP customersOpen dealsComplaintsRequests for a personSpecific team members
Call Summaries

Know What Happened on Every Call Without Listening to It

Every call ends with a short summary in Relay CRM: who called, why, what was decided and what happens next. Urgent calls trigger an instant alert to the right person, and callback tasks land with the team member who needs them.

RRelayCall summary · After hours9:47 PM
Inbound call · 3 minChris Avery booked a brake inspection for tomorrow.
Reason
Grinding brakes
Vehicle
2019 Honda CR-V
Booked
Tue 8:00 AM
Next step
Confirmation sent by text
RecordingTranscriptOpen contact
Can you add a tire rotation to that?Tony · Service Advisor
✓Done. Added to Chris’s appointment and texted him.
✓Booked while you were closedReady on the calendar at 7:30
Routine or Urgent

Routine Calls Handled. Urgent Calls Escalated.

Relay treats every caller with care, then follows your rules for what happens next.

Caller“Great, see you at 8.”
Routine call

Answered, booked and logged

  • Questions answered from your knowledge base
  • Appointment booked on the right calendar
  • Confirmation sent by text
  • Summary saved to the contact record
Caller“It’s an emergency. Can someone come now?”
Urgent call

Put straight through to your team

  • Relay recognizes urgency from your rules
  • Warm transfer to the on-call person
  • Text alert if nobody answers
  • Full details captured before the handoff
Why It Matters

Answer Every Caller Without Adding Headcount

Relay covers the phones so your team can focus on the customers in front of them.

01Coverage

Never miss a call

Every call answered on the first ring, including nights, weekends, holidays and busy periods.

02Revenue

More booked appointments

Callers who would have hung up on voicemail get booked while they’re still on the line.

03Focus

Fewer interruptions

Your team stops juggling the customer in front of them and a ringing phone.

04Consistency

The right answer every time

Every caller gets accurate information in your tone, from your approved answers.

Hear It for Yourself

Talk to a Relay Agent Right Now

Rachel is a live Relay agent. Ask her anything, or play the part of a caller to your business and see how she answers questions, books appointments and knows when to bring in a person.

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
Questions

AI Receptionist FAQs

Want to hear Relay answer your own calls? We’ll set it up around your hours, services and routing rules.

AI receptionist vs. answering service →

What is an AI receptionist?

An AI receptionist answers your business phone with a natural-sounding voice agent. It handles common calls such as questions, bookings and messages, and routes the calls that need a person to your team.

You choose how Relay introduces itself, and we recommend being open that callers are speaking with an AI assistant. Most callers care far more about getting a fast, accurate answer than about who provides it.

Yes. Relay can transfer calls live, send a text alert or create a callback task, based on rules such as urgency, caller type, time of day or a direct request to speak with someone.

A traditional answering service takes messages. Relay answers questions, books appointments, qualifies callers and updates your CRM in the same call, 24/7, with a summary of every conversation.

Relay can use Relay phone numbers or work alongside your current setup, for example by forwarding calls your team can’t answer or calls after hours. We’ll recommend the best setup during your demo.

More Use Cases

Explore Other Use Cases

Get Started

Never Send Another Caller to Voicemail

Let Relay answer, book and route every call, with a clear summary of each one in your CRM.