Place calls from your real business number.
RelayTel lets teams place AI-assisted calls from verified business numbers and automatically capture transcripts, summaries, follow-ups, and searchable call records, without forcing a full phone-system replacement.
Customer approved Thursday afternoon scheduling, requested updated pricing, and asked for portal access details. Team agreed to send the revised quote before close of business and confirm the install window by email.
- Send updated quote by 4:00 PM
- Confirm install window for Thursday
- Email portal login instructions
Made for teams that depend on phone calls to move work forward
RelayTel is designed for outbound business communication where caller trust, clean records, and fast follow-up matter.
Simple enough to pilot, structured enough to trust
RelayTel starts with verified number ownership and ends with a usable record of the conversation, not just a finished phone call.
Verify your business number
Confirm ownership or authorization for the number your team wants to use as outbound caller ID.
Place or bridge the call
Call a RelayTel access number, enter the destination, and RelayTel places the outbound leg using your verified identity.
Get notes automatically
RelayTel transcribes the call, summarizes it, and delivers follow-ups by email or inside your portal.
The call is only half the product
The real value is what happens after the conversation, when your team has to remember what mattered, who owns the next step, and what to do next.
Verified caller identity
Use approved business numbers instead of alternate caller IDs that create trust or compliance problems.
Automatic call notes
Capture transcripts, summaries, and action items without relying on manual note entry.
Better follow-through
Turn every important call into a trackable next step instead of a fuzzy memory sitting in somebody’s head.
Lightweight rollout
Start as a bridge-and-notes workflow before expanding into a deeper portal or system integration.
Who RelayTel is for
The strongest early fit is outbound-call-heavy teams that need better documentation without adopting a giant UCaaS stack.
MSPs & IT Service
After-hours overflow, escalations, and clean handoffs between dispatch, tech, and account owner.
MSPs & IT Service
After-hours overflow, escalations, and clean handoffs between dispatch, tech, and account owner.
The pain: Tickets get created from voicemails, context is lost between Tier 1, Tier 2, and the account manager. After-hours and weekend calls go unanswered or get bounced through dispatchers who only catch half the story.
How RelayTel helps:
- Verified outbound caller ID — clients pick up the callback because it shows your real business name
- Auto-transcribed call bodies that drop straight into ConnectWise / Autotask / HaloPSA tickets
- Recap emails routed to the right account owner, not lost in a tech's inbox
- After-hours overflow handled with a passive AI listener — full transcript and summary for the on-call tech to review
Recruiting & Staffing
Capture every candidate call, auto-feed your ATS, and keep audit trails that hold up under EEOC review.
Recruiting & Staffing
Capture every candidate call, auto-feed your ATS, and keep audit trails that hold up under EEOC review.
The pain: Recruiters live on the phone. Logging is nonexistent or shallow. Candidate status updates rely on memory, and audit trails for compliance reviews are painful to assemble after the fact.
How RelayTel helps:
- Every candidate call automatically transcribed and tagged to the requisition
- Recaps emailed to the recruiting manager and dropped into Bullhorn / Greenhouse / Lever
- Searchable record of who said what to whom — clean compliance posture without manual note-taking
- Verified business caller ID = candidate answer rates jump (no more "spam likely" warning)
Field Service
Dispatch, schedule changes, and customer coordination calls finally captured against the work order.
Field Service
Dispatch, schedule changes, and customer coordination calls finally captured against the work order.
The pain: HVAC, plumbing, electrical, and other field-service ops happen by phone — schedule changes, billing disputes, customer coordination — and almost none of it makes it into ServiceTitan, FieldEdge, or Housecall Pro.
How RelayTel helps:
- Outbound from your verified business number — homeowners answer instead of screening
- Transcripts attached automatically to the work order or job
- "What they said on Tuesday" actually captured for billing disputes and warranty claims
- Dispatcher recaps emailed to the tech and account manager
Agencies & Consultancies
Strategy calls turned into client-ready recaps, scope decisions, and assigned action items in minutes.
Agencies & Consultancies
Strategy calls turned into client-ready recaps, scope decisions, and assigned action items in minutes.
The pain: Client calls are full of decisions, scope changes, and "let's circle back" promises. The PM has to translate it into Slack / Notion / Asana later — by which point half of it is paraphrased or forgotten.
How RelayTel helps:
- Recap emails sent to the client AND the project channel within minutes of hangup
- Action items pre-formatted with owners and dates
- Searchable archive of every client call — discovery, status, scope changes, all of it
- Verified business caller ID keeps your agency's brand on outbound calls
Account Teams & Customer Success
QBRs, onboarding, and renewal conversations captured for handoff, escalation, and health scoring.
Account Teams & Customer Success
QBRs, onboarding, and renewal conversations captured for handoff, escalation, and health scoring.
The pain: CS managers run dozens of customer-facing calls a week. QBRs and renewal conversations disappear into nobody's notes. Health-score signals (frustration, churn risk, expansion intent) get missed.
How RelayTel helps:
- Every customer call captured with summary, sentiment, and action items
- Renewal-relevant detail and risk language flagged for the manager
- Easy handoffs when a CSM is out — incoming CSM has the entire history
- Recaps drop into Gainsight / Vitally / ChurnZero / HubSpot CS workflows
Sales
Discovery captured, CRM auto-filled, deal coaching grounded in actual call content — not anecdotes.
Sales
Discovery captured, CRM auto-filled, deal coaching grounded in actual call content — not anecdotes.
The pain: Reps don't log calls. Discovery details vanish. Manager coaching is anecdotal because nobody reviews recordings. Pipeline reviews rely on what reps remember, which is wrong half the time.
How RelayTel helps:
- Discovery and demo calls auto-summarized into Salesforce / HubSpot fields
- MEDDIC / BANT / SPICED fields auto-filled from call content
- Manager weekly review: deal-stage progression and risk language across the team in one digest
- Verified business caller ID — connect rates jump because you're not "Scam Likely"
Designed for legitimate business calling
RelayTel is not built for anonymous calling, spoofing, or gray-market outbound behavior. The platform is designed around verified caller identity, auditability, and clear acceptable use boundaries.
- Verified number ownership or authorization required
- Clear acceptable use and anti-abuse enforcement
- Audit trail for verification and call activity
- Privacy and retention controls for transcripts and summaries
- Support for opt-in messaging, HELP, and STOP workflows
Every call becomes a usable record
After a call ends, RelayTel can generate a concise summary, transcript, key decisions, follow-up actions, and a searchable portal entry that your team can revisit later.
“No more ‘what did they say on that call?’ and no more hoping somebody typed notes into the CRM.”
RelayTel captures what happened and who needs to do what next.
Get on the RelayTel early access list
Tell us about your team and we'll be in touch to set up a demo and onboard you to the beta.