Overview
A clear view of the work
Keep every implementation moving.
Relay highlights missing information, blocked or overdue tasks, and work waiting on prerequisites. Open an implementation to review the details and next action.
A quick start for your workspace
Your first implementation, step by step
Follow the checklist at your own pace. Relay will keep your progress up to date.
Customer implementations
See what is progressing and what may need attention.
Map the way your team works
Write down stages, ordered steps, instructions, responsible roles, prerequisites, and due-date offsets. Check the workflow before saving it as a reusable template.
Your process maps
Start with the way your team works today.
Select a process
Add the real steps your team needs to complete.
Choose an existing process map or create your first one to start outlining the work.
Reuse a process that works
A template keeps a versioned snapshot of a checked process. Refresh it from a newly checked process when you want future implementations to use updated steps; existing work remains unchanged.
Reusable templates
Each template is a versioned snapshot of a tested process.
Run a customer implementation
Start from a template, track work in one place, and share a secure link for customers to submit the information you need.
Start with a reusable template
Relay creates the customer-specific tasks from the saved process.
All implementations
Open a customer to update tasks or check required information.
Implementation details
Work plan
Required customer information
Ask for only what you need
Define global or template-specific requests and choose a response type. Relay validates responses before saving them. Customers can submit information through their private implementation link. Do not request passwords, payment card numbers, or other secrets.
Required information
Keep requests clear, specific, and relevant.
Your requests
Global requests apply to all implementations; template requests apply only to matching implementations.
Make Relay feel like yours
Choose a comfortable display mode and accent color. Your choices are saved to your account and follow you across devices.
Appearance
Changes apply across the product right away.
Delete your Relay account
This permanently removes your account and its personal data. Workspace data is handled according to the ownership choices below.
Workspace team
Invite a teammate and assign implementation work to a real account.
Members
Pending invitations
Relay creates a one-time invitation link. Share it securely with the invited person; it expires after seven days.
