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Why two kinds of agent

Customer agents answer your clients’ customers. Operator agents work for your team. The kind is set at create and never changes.

TB
Talha Bera · 1 min read

Every agent in Relay is one of two kinds. A customer agent talks to your clients’ customers on the website widget, WhatsApp, Instagram or Shopify. An operator agent works for your team inside the company: it runs versioned sessions with the tools you enable.

Set once, at create

The kind is chosen when the agent is created and never changes. There is no conversion between kinds, so a channel-facing agent can never pick up an internal tool by accident, and an operator agent never answers on a public channel.

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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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