Help guides

How to use Relay at your dealership.

Relay by RazzyTech sends every new lead to a salesperson's phone. Reps claim it, then text and call the customer from a dealership number. An AI can answer when nobody is free, and managers see response times. It runs on iPhone, Android, and the web, next to the CRM you already use. New here? Start with get started and get the app. Something not working? Go to fix a problem.

Sales repsFix a problemManagersSetupLog in to Relay
Sales reps

Work your leads

For salespeople: get the app, claim leads, text and call customers, and keep your leads up to date.

Get started and get the app

Set your Relay password from the invite email, get the iPhone or Android app, and sign in on your phone and computer.

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Claim new leads

How sales reps see new leads in Relay, claim one with a single tap, and what happens next.

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Text customers

Text leads in Relay on your phone or computer: send a text, use templates, send photos, schedule a text, and add a lead by hand.

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Call customers

Call leads from the Relay app with a dealership caller ID, answer incoming calls, take notes during a call, and play voicemails.

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Snooze, sold, and lost

What each Relay lead status means, which ones change by themselves, and how to snooze a lead or mark it sold or lost.

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Find a customer

Look up any customer in Relay by name, phone, or VIN and see every lead, text, and call from that person in one place.

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Book appointments

Book test drives and visits in the Relay calendar on your phone or computer, update them, and get reminders before each one.

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App settings and notifications

Turn on Relay notifications, stop or start getting leads, switch AI cover on or off, and switch stores in the iPhone and Android app.

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Fix a problem

Something not working?

Quick fixes for the most common problems: logging in, missing leads, texts that will not send, and calls that do not ring.

Fix a problem

Quick fixes when you cannot log in, do not see your leads, texts will not send, calls do not ring, or the AI is not replying.

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Managers

Run the floor

For GMs and sales managers: response times, who is on the floor, and moving leads between reps.

Response-time metrics

Read the Relay Metrics tab: how fast your reps answer leads, how many they answer, and how the AI is doing, for today, 7, or 30 days.

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Floor Monitor and reassigning

See which reps are available and how many leads each has, take a rep offline, and move one lead or all of a rep's leads to someone else.

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Setup

Set up your dealership

For owners and managers: lead sources, routing, your team, phone numbers, automatic texts, the AI agent, billing, and privacy.

Connect your lead sources

Send AutoTrader, CarGurus, Cars.com, Kijiji, and website leads into Relay with your dealership's lead email address.

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Lead routing

Pick how Relay hands out new leads: Blast (first rep to claim wins) or Sequential (one rep at a time), and set the timers.

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Team and roles

Invite your team to Relay, pick Sales, Manager, or Owner, mark people available, and remove someone who leaves.

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Phone numbers

Buy Relay phone numbers, give each rep a line or share a store line, and see which number customers see.

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Automatic first text

Write the automatic first text new leads get, turn it off if you do not want it, and save Quick Reply templates for reps.

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AI texting agent

Turn on the Relay AI agent, describe your store, set its reply delay and hours, and learn when it hands a lead back to a rep.

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Business hours

Set your store hours in Relay so the AI books appointments when you are open, and learn when automatic texts are held.

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Follow-up sequences

Set day-by-day follow-up texts and emails in Relay, pick a send window, and stop them when the customer replies.

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Your CRM and email

How Relay works next to DealerSocket, VinSolutions, eLead, PBS, Tekion, and other CRMs, plus how to email customers from Relay.

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Billing and credit

How the Relay wallet pays for texts, calls, phone numbers, and AI replies, how to add credit, and where to see every charge. Prices in Canadian dollars.

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Privacy and opt-outs

How Relay handles STOP and START replies, why reps see some numbers as stars, and CASL basics for Canadian dealers.

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New to Relay and still deciding? Start with the feature overview, the FAQ, or pricing. Already a customer and need a hand? Text 778-764-1975 or call 1-855-467-2999.