AI Voice, SMS & CRM Automation

Use Cases · Instant Lead Response

Reach Every New Lead in Seconds, Not Hours

When someone fills out a form, responds to an ad or sends an inquiry, Relay calls or texts them within seconds, asks your qualifying questions and books the appointment while their interest is at its peak.

RRachel · Outbound call · 12 sec after form fill
RachelHi Jordan, it’s Rachel from Brightline Solar. You just asked about a quote. Is now a good time?
LeadWow, that was fast. Yes, go ahead.
RachelGreat. Do you own the home, and roughly what’s your average monthly power bill?
LeadWe own it, and it’s around $220.
Captured
Homeowner$220/mo billMeta lead form
✓Consultation bookedThu 5:30 PM · Assigned to Alex
↻Lead contacted12 seconds after submit
24/7Agents available around the clock
< 30 secAverage first response time
100%Conversations logged to the CRM
5+Channels connected
Speed to Lead

The First Business to Respond Usually Wins

Leads are most interested in the minutes right after they reach out. Wait an hour and they’ve moved on, booked with a competitor or forgotten they asked. Yet most teams can’t drop everything to call each new lead the moment it arrives, especially at night and on weekends.

Relay responds the moment a lead comes in, from any source. It calls or texts, asks the questions your team would ask, books qualified leads straight onto the calendar and sends the rest into the right follow-up, with every step recorded in the CRM.

Lead sources Relay responds to
Meta and Google adsWebsite formsLanding pagesListing portalsQuote requestsChat widgetsInbound textsMissed calls
How It Works

From New Lead to Booked Appointment in Minutes

Prewritten messages where the step should be predictable. An AI agent where it needs a real conversation. Here’s a typical path.

⚡01 · TriggerLead comes inAd form, website, portal or inquiry
✉02 · Prewritten SMSInstant text“Thanks Jordan! Rachel will call you in a moment.”
☎03 · AI agentRelay calls and qualifiesYour questions, in a natural conversation
◆04 · DecisionQualified?
Yes → book the appointmentNot yet → nurture
✓05 · Next actionBooked and assignedCalendar, owner and CRM stage updated
TriggerPrewrittenAI agentDecisionNext action
⚡

Every source, one fast response

Leads from ads, forms, portals and inbound messages all get the same fast, consistent first response.

Meta lead adsGoogle AdsWebsite formsPortalsChatInbound SMS
↻

Follow-up that doesn’t give up

If a lead doesn’t answer, Relay keeps trying by call and text on the schedule you set, then hands off or nurtures.

Call and text sequencesRetry timing you setNurture for laterRe-engage no-showsStops on replyOpt-out handling
Lead Routing

Hot Leads Go Straight to the Right Person

Relay checks every conversation against your criteria and routes the lead by service, location, budget or availability. The right team member gets an alert with the summary, and the appointment is already on their calendar.

RRelayNew qualified leadjust now
Lead summaryJordan Lee wants a solar quote and booked a consultation.
Source
Meta lead form
First contact
12 seconds after submit
Qualified
Homeowner · $220/mo bill
Booked
Thu 5:30 PM
Assigned: AlexHot leadSolar
Perfect, I’ll take it.Alex · Sales Consultant
✓Confirmed. Jordan has a reminder for Thursday.
✓Booked in 4 minutesFrom form fill to calendar
Every Lead Handled

Ready Now or Ready Later, Every Lead Gets a Next Step

Relay doesn’t just respond fast. It makes sure no lead is left without a plan.

Lead“Thursday at 5:30 works.”
Ready now

Qualified and booked

  • Your questions asked in a natural conversation
  • Appointment booked on the right calendar
  • Reminders sent before the meeting
  • Owner alerted with the full summary
Lead“We’re not ready until spring.”
Not ready yet

Nurtured until they are

  • Timeline and reason captured
  • Added to a follow-up sequence you approve
  • Relay checks back at the right time
  • Re-qualified and booked when ready
Why It Matters

Turn More of Your Ad Spend Into Appointments

Faster response means fewer wasted leads and more appointments from the same budget.

01Conversion

More leads reached

Leads are contacted while they’re still interested, not hours later.

02Efficiency

Less time chasing

Your team talks to qualified, booked prospects instead of dialing through cold lists.

03Coverage

Nights and weekends covered

A lead that arrives at 10 PM on a Saturday gets the same instant response.

04Insight

Know which sources convert

Every lead, conversation and outcome is tracked in the CRM by source.

Free Calculator

What Are Missed Calls Costing You?

Move the sliders to estimate the revenue your business could be losing to unanswered calls each month, based on your own numbers.

Busy lines, after hours, lunch breaks and calls nobody could pick up.
New customers or jobs, rather than suppliers, spam or existing customers.
Many callers hang up rather than leave a voicemail. Adjust to match your experience.
Estimated revenue lost to missed calls
/ month
That’s about a year.
missed calls a month
lost opportunities
lost customers or jobs
Winning back even half of those opportunities would be worth about a year.

Estimates are based only on the numbers you enter and are for planning purposes. Your results will vary.

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 brand-new lead and see how quickly she qualifies you and moves toward a booked appointment.

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

Instant Lead Response FAQs

Want to see Relay respond to your own lead sources? We’ll map it to your forms, ads and qualifying questions.

Why speed to lead wins more deals →

How fast does Relay respond to a new lead?

Relay can respond within seconds of a lead arriving, by call, text or both, at any hour. You choose the channel and timing for each lead source.

Website forms, landing pages, Meta and Google lead ads, listing portals, chat widgets and inbound texts, plus other sources you connect through integrations.

Relay follows your retry rules, mixing calls and texts over the timeframe you set. When a lead replies or books, the sequence stops automatically.

Yes. Relay asks your qualifying questions, such as budget, timeline, location or service type, and only books leads that meet your criteria. Others are routed or nurtured.

Relay is built for contacting people who have asked to hear from you, with consent and opt-out handling in the workflow. You stay responsible for your consent practices, and we’ll walk through best practices during setup.

More Use Cases

Explore Other Use Cases

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Be the First Business Every Lead Hears From

See Relay respond to your leads in seconds, qualify them and book the appointment automatically.