Learn Relay

Getting startedInstall Relay, follow the setup wizard, and approve your first draft. Install RelayRun the installer, get past SmartScreen, and know where Relay keeps your data. Licence and plansThe 30-day trial, Free and Paid plans, entering your key, and what happens when a plan ends.

Your first week with RelayA day-by-day plan to go from install to Relay handling real email, safely. Tutorial: your first Power BI reportEmail Relay a CSV and get a checked Power BI report back, in about 10 minutes. Tutorial: a weekly report that watches your numbersTurn a one-off report into a Monday check that only speaks up when something changes. Tutorial: build your first skillDescribe a task in plain words, check what Relay drafts, and try it on a real email.

Get an AI keyWhere to get an API key for each AI provider Relay supports, and what it costs. The decision engine (Jev, Kev or your AI)Choose what sorts your email, how to get a Jev key, and how to run Kev on your own computer. Use a local AI modelRun the AI on your own hardware with Ollama so email content never goes to an AI company. Connect Microsoft 365Sign in with Microsoft for one mailbox, or register a company-wide app for a shared mailbox. Connect Gmail and other mailboxesUse an app password to connect Gmail, Google Workspace, Yahoo, iCloud, Zoho or any IMAP account. Connect any system with an APILog Relay in to your CRM, accounting, ticketing or ERP system, and decide exactly what it may read and change. Set up Power BI reportsLet Relay build Power BI reports from emailed data, using Power BI Desktop on your PC. SAP Analytics CloudWhat Relay can do in SAC today, the safety rules, and how to connect a tenant.

Ask RelaySet Relay up by chatting with it, and ask why it did something. Every change comes as a card you confirm. Approvals and the audit trailHow every reply waits for you, what an approval shows, and how Relay keeps a record. Agents and the Team viewGive each agent its own job, voice and mailbox, decide how work moves between them, and watch them work. SkillsTeach Relay a task once: when to use it, what it needs, the steps and how to reply. Teach Relay your businessFill in your identity, upload your documents, keep private names out, and manage what Relay remembers. Privacy and maskingHow Relay hides names, contacts and amounts from the AI, and how to check what it saw.

TroubleshootingFixes for the most common problems with installing, connecting and drafting.