Docs

Put your AI sales employee to work

Short, practical guides. Start with Getting started if this is your first day with RelayOS.

Getting started (5 minutes)

Connect your CRM, define who counts as a qualified lead, and watch your first outreach go out.

Channels: email + SMS

How your AI sales employee picks the right channel for each lead, and how to tune it to your audience.

How qualification works

The criteria RelayOS uses to qualify replies, where it sends them, and how to override the defaults.

TCPA compliance for SMS

Consent sources RelayOS accepts, how audit logs are kept, and what every team should know before sending.

Connect your CRM

HubSpot, Salesforce, Pipedrive — what RelayOS reads, writes, and never touches on day one.

Pricing & limits

What changes between Basic, Pro, and Founder — limits, audit log, and how to upgrade cleanly.