Person holding a phone

Relay
Workflows

Help your customers get more done. Transform existing workflows into frictionless, digital experiences that get delivered and completed right within the Relay Feed.

Endless Possibilities for
Effortless Customer Transactions

From simple data capture to complex, multi-step surveys and assessments, Relay Workflows allow your customers to get more done with no log in or download required – all within a personalized feed.

Secure

Capture email addresses, signatures, survey responses and more in a secure way with our HIPAA-compliant, TCPA, and HITRUST CSF certified

Fast & Frictionless

Help customers get more done, more quickly with frictionless workflows delivered straight to your customer’s phone

Automated

Automate your workflows while storing and having access to all submitted data.

How Relay Workflows Work

Build workflows that embed
directly onto a customer’s feed

Build your custom workflow by combining widgets from our extensive library using Relay’s CX Builder™. No coding needed.

Capture data:
Make it easy & secure for customers to submit information

Delivered via timely SMS invitations, customers will access, complete and submit their workflow all within their Relay Feed. No password or download required.

Access submitted information:
Store & retrieve data using Relay’s reporting capabilities

Once a customer submits a completed workflow, all captured data will be delivered on a real-time basis into your existing systems.

Frictionless and Secure Workflows with Relay Feeds

Organizations use Relay Workflows for:

Health Risk Assessments

Direct Deposit Authorization Forms

Customer Satisfaction Surveys

HIPAA Authorization Forms

Paperless Statement Enrollment

Send a
Sample Feed
to my Phone