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
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
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
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
