How Relay works

From a handshake to a CRM-ready record.

Relay follows the natural arc of an in-person interaction rather than asking your team to work around a form. Four steps, each of which takes seconds at the booth and saves an hour the following week.

Badge Person captured
Voice note Conversation captured
AI summary Understood
CRM Synced instantly
Pipeline Influence tracked
Revenue Measured

One flowing path from the moment you meet someone to the revenue it creates.

Capture the person

However you met them, in seconds.

Identity is the easy half, so Relay does not make you fight for it. Scan an event badge, read a QR code, take a photo of a business card, pull an existing CRM contact, or type a name. If your rep meets someone in a hallway with no badge at all, that still becomes a record.

Identity is attached to the conversation, not the other way around. A badge that does not resolve costs you the contact details, not the conversation.

Start a capture Booth 214

Event badgeQR codeDigital cardBusiness cardManual entryCRM contact

Capture the conversation

Record what was discussed, not just who was there.

A voice note is usually fastest: your rep talks for thirty seconds while walking to the next conversation. Typed notes, structured fields, and photos work the same way. Products discussed, timeline, competitor, budget owner, objections, and anything they committed to.

This is the part no badge scanner has ever captured, and the part every deal actually turns on.

Voice note 0:38

Voice notesTyped notesInterestsTimelineCompetitorsCommitmentsPhotos

Relay creates the record

Raw input becomes a structured record within seconds.

Relay summarizes what was said, surfaces the key topics and signals, applies your qualification model consistently, and assembles account context from previous interactions. The output is readable by a human and structured enough for a system.

AI does three specific jobs here: summarization, qualification, and drafting. It is not deciding anything on your behalf.

Relay summary Generated in 3s

SummaryKey topicsQualificationNext stepsAccount contextCRM-ready activity

Act immediately

Turn the record into coordinated follow-through.

A follow-up email drafted from what was actually said. An owner assigned, a task created, the account team notified, the contact and activity written into your CRM. Follow up while the conversation is still fresh, not on the flight home.

Managers see follow-up happen in real time rather than reconstructing it from a spreadsheet the following week.

Draft follow-up Ready to send

Draft follow-upAssign ownerCreate taskNotify account teamSync to CRMTrack outcome

The magic moment

Watch the intelligence get created.

One 40-second voice note at the booth. This is everything Relay builds from it, automatically, before your rep reaches the next conversation.

You are not filing a record. You are watching one write itself.

Voice note captured 0:40 at Booth 214 input
Conversation summarized Multi-site rollout, Q4 timeline, on Acme done
Lead qualified High intent, budget owner identified done
Stakeholders suggested Loop in ops lead and security reviewer done
Salesforce updated Contact, activity, and task created synced
Follow-up email drafted Security overview and 2-site pricing, ready to send ready
Next meeting proposed Manager notified, review slot suggested scheduled

Executive analytics

Know what happened, not just how many badges were scanned.

Relay turns thousands of individual conversations into a clear picture of what your teams are hearing, which events created pipeline, and where follow-up is falling behind.

Relay · Field Intelligence Last 90 days

2,914 Total conversations

1,106 Qualified conversations

88% Follow-up completed

$4.2M Pipeline influenced

Pipeline influenced by event

TechExpo 2026 $1.4M
LogiCon West $1.1M
Exec Briefing Q3 $820K
Partner Summit $560K
Regional Roadshow $320K

Conversation outcomes

38%qualified

Qualified · high intent 38%
Nurture 22%
Informational 40%

Which events actually created pipeline?
Which accounts did we engage in person?
What did customers repeatedly ask for?
Which objections came up again and again?
Which conversations still need action?
Where is follow-up falling behind?

Four steps, and none of them ask your rep to stop selling.

The whole capture takes about as long as walking to the next conversation. Everything after that happens without anyone touching a keyboard.

Join the early-access list See where teams use it

Early access

Bring your in-person conversations into the revenue system.

Relay is preparing for early access with selected event organizers, exhibitors, and field sales teams. Join the list to help shape the product and be first in line.

Capture every meaningful in-person conversation
Turn it into structured, CRM-ready intelligence
Follow up faster and measure the impact