01 / 06
Capture every signal
Bring website, email, phone, voicemail, SMS, and referral inquiries into one durable lead record without flattening their source context.
One record · every channel
Built with operators · Proving first with ATHCA
Every handoff,handled.
Relay is an agent-assisted operating layer for service businesses—connecting the moment a customer reaches out to the moment the work is delivered, without losing context or human control.
01
One reusable core. Industry-specific intelligence. Human judgment exactly where it belongs.
Workflow simulation
NEW LEAD
Lead captured
Website inquiry received with source evidence attached.
WORK ITEM / JOB-04201 — 06
The operating gap
The work rarely breaks inside a task. It breaks between them.
Relay is designed for the awkward middle: the follow-up that waits, the detail that gets retyped, the approval buried in a thread, and the job packet rebuilt from memory.
BeforeFragmented
01Web form
?Inbox
03Spreadsheet
!Phone note
With RelayContinuous
J42
Capture
Understand
Approve
Deliver
One accountable record carries source, state, evidence, and ownership through every transition.
How the system moves
Automation that knows when to continue—and when to stop.
02 / 06
Understand the work
Agents organize the request, identify missing information, normalize the location, and gather approved public facts with evidence attached.
Structured context · traceable sources
03 / 06
Prepare the decision
Comparable work and deterministic business rules produce a sourced draft. Ambiguity and exceptions are surfaced instead of guessed away.
A decision-ready draft
04 / 06
Pause where judgment matters
Pricing, scope, commitments, professional judgment, and exceptions stop at an explicit human gate with the evidence needed to decide quickly.
Control without workflow drag
Deliberate human approval point
05 / 06
Coordinate the handoff
Approval releases the next action: send, follow up, schedule, create the job, and hand the field or service team a complete packet.
No re-keying · no lost context
06 / 06
Improve from evidence
Every state change, approval, exception, and outcome becomes part of an auditable history that can improve rules and future automation.
A system that learns safely
Reference implementation / Sarasota, Florida
Prove the system where the work is real.
ATHCA Surveying is the first operating environment: a professional land-surveying business with an existing digital front door, varied project inputs, and licensed judgment that automation must support—not replace.
AATHCA
CURRENT FRONT DOOR
Connect what already works.
The pilot links ATHCA’s website, cost exploration, and quote intake to a durable lead-to-job workflow. This is an operational layer, not a website redesign.
Visit ATHCA SurveyingCoverageSarasota → statewide Florida
Customer promiseResponse within one business day
Operating boundaryLicensed review remains human
- 01Capture every channel
- 02Normalize property
- 03Research + classify
- 04Find comparable work
- 05Apply approved rules
- 06Draft scope + quote
- 07Russell approves
- 08Send + follow up
- 09Create job handoff
The modular platform
Keep the operating spine. Change the industry intelligence.
The durable machinery should not be rebuilt for every business. Relay separates a shared orchestration core from the records, rules, sources, documents, and approval gates that make each industry distinct.
SHARED COREBuilt once · hardened continuously
01Omnichannel intake
Capture and acknowledge
02Identity + consent
Resolve, deduplicate, respect
03Durable orchestration
Advance, pause, recover
04Agent workbench
Research, classify, draft
05Evidence + approvals
Source, review, authorize
06Operational handoff
Schedule, document, account
07Observability
Trace, evaluate, improve
INDUSTRY PACKConfigured with operators
- 01Domain record
What the work is organized around
- 02Decision rules
How routine choices are prepared
- 03Approved sources
Where grounded context comes from
- 04Workflow artifacts
Quotes, packets, reports, invoices
- 05Human gates
Who must decide, and why
Where the model travels next
One operating pattern. Several promising adjacencies.
These are design hypotheses—not market promises. Each pack must be validated with operators, real workflows, and the controls its industry demands.
PACK / 01
Licensed trades
For HVAC, electrical, plumbing, and specialty contractors where speed matters, but safety, credentials, and price exceptions still need accountable review.
PRIMARY RECORDCustomer · location · system · asset history
CONTEXT SIGNALS
01Urgency and serviceability
02Equipment and symptom context
03Technician capacity
Capture→
Triage→
Estimate→
Approve→
Dispatch
ACCOUNTABILITY GATESafety, licensing, and exception approval
The control ledger
Fast does not have to mean unaccountable.
Every meaningful external commitment can arrive with its sources, applied rules, confidence, exceptions, and responsible approver visible in one place.
Bounded agentsDurable stateHuman authorityAudit by default
ILLUSTRATIVE RECORDAPPROVAL / 04JOB-042
- Proposed action
- Price + scope
- Evidence
- 3 linked sources
- Rule set
- Approved v0.8
- Required reviewer
- Russell
- Exception flags
- None detected
- State history
- Complete
J42
DECISIONApproved
The build path
Start narrow. Build the system that can travel.
- 01
Reference implementation
Prove it in the field
Build the first complete lead-to-quote loop around ATHCA’s real front door, real rules, and real approval boundaries. - 02
Modular foundation
Extract the shared core
Separate the reusable orchestration, evidence, consent, approval, and observability layers from surveying-specific logic. - 03
Industry packs
Validate close adjacencies
Test the platform with businesses that share high-value jobs, complex intake, physical operations, and accountable decisions. - 04
Compounding system
Expand with evidence
Promote only the patterns that survive live operations. Every new pack improves the core without erasing industry judgment.
The ambition
Build with operators.
Not around them.
Relay begins with a surveying business and a real six-week pilot. The goal is bigger: a modular operating layer that gives high-value service businesses more speed, more continuity, and better control.