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Operator

Approvals belong to the person who started the work

A checkpoint goes to whoever started the session. Members without approval rights get a read-only view.

TB
Talha Bera · 1 min read

When an operator session reaches a checkpoint, it asks the person who started it. They see what the agent wants to do and approve it, ask for changes, or discard it.

Read-only for everyone else

Other company members can open the session and follow along. Without approval rights they get a read-only view: the transcript and the checkpoint, but no buttons.

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Lead engine

How one agency runs a lead engine for every client

Acme GmbH set a target of 10 qualified leads a week. Lead Gatherer found 146, Lead Qualifier kept 44, Mail Marketer contacted 31 and 9 replied. Here is how the agency runs it, and where it stops for approval.

Give every client a lead engine.

Relay is invite-only while we onboard agencies. Tell us about your clients and we set up the first workflow with you.

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