Relay · User guide

See the whole cockpit at a glance.

Relay runs your AI client work from one local app: customers, tasks, workflows, tables, and costs, all on your own machine. This guide walks the whole product, one real screen at a time, from your first launch to the trust controls you set before client work enters the app.

Chapter 01

Get Started With Relay

Relay opens as a local cockpit, not an empty chat box. The first screen shows what is running, what is waiting for you, and what already failed, so you read the state of your business before you touch anything. This chapter teaches the opening habit: read Home, then check Settings.

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The Relay home cockpit: running work, active workflows, a pending review, and a failed task, all on one local screen.

Chapter 02

Use Packs And Licenses

A pack turns a service you sell into something you can reuse. Instead of building each renewal desk or support loop by hand, you install a pack and get the workflow, tables, schedule, and agents together. This chapter shows how to read the gallery and how a license unlocks the premium packs you own.

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The Relay packs gallery: bundled packs you can install, each turning a service into a reusable workflow, table, and agent set.

Chapter 03

Organize Customers, Projects, And Tasks

Work lives as customers, projects, and tasks, not as loose chat messages. Each account you serve is a real customer record you can link to its projects, so every job has an owner and a place. This chapter maps that structure, which is also what makes per-client cost a real total later.

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The Relay customer book: each account as a real record, with linked projects and a cost rollup per customer.

Chapter 04

Plan Work With Chat, Agents, And Runtimes

You do not decide from scratch every morning which model to use or which tools an agent may touch. Relay gives you named agents with set instructions and permissions, and a runtime choice per task. This chapter shows how to plan work in chat, pick the right agent, and keep approvals in view.

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The Relay agents list: named agents with their instructions and tool permissions, ready to run planned work.

Chapter 05

Run Workflows With Human Checkpoints

Some steps an agent can do alone. Some, like a refund reply, need a person to approve them first. A Relay workflow runs the same way every time: do the work, pause at a checkpoint, and continue only after you answer. This chapter covers starting a run, reading its state, and recovering when one stalls.

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The Relay workflows list: multi-step runs that pause at a human checkpoint before anything reaches a client.

Chapter 06

Use Tables, Triggers, And Schedules

Tables are the backbone of repeatable work. A row can be just a record, or it can trigger a workflow, or it can run on a schedule without waiting for you to remember. This chapter shows how tables, schemas, row triggers, and schedules turn one-off tasks into operations that run on their own.

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The Relay tables view: structured local records where a row can trigger a workflow or run on a schedule.

Chapter 07

Watch Runs, Costs, And Budget Signals

When a run fails or a step hits a budget, you do not have to guess. The monitor shows what ran, what it cost, and where it stopped, so you can inspect the real cause instead of rerunning and hoping. This chapter is how you audit spend and tune your runtime choices with evidence.

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The Relay monitor and cost view: what ran, what it cost, and where a step failed or hit a budget signal.

Chapter 08

Build And Publish A Small Website

Your content already has structure: services, proof points, and sections that fit in rows. Web Designer and Publisher turn that table data into a small static website, with a preview that matches what gets published. This chapter walks the build, so you do not hand-copy content into a separate site builder.

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The Relay apps view including Web Designer and Publisher, which build a small static site from table data.

Chapter 09

Set Trust, Runtime, And Local Controls

Before real client work enters the app, you do one admin pass. You confirm Relay is running locally, which runtime carries model work, what license is saved, and where approvals will show up. This chapter is that final trust check, plus where to inspect cost and failures after a run.

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The Relay settings summary: local instance, runtime, saved license state, and where approvals appear.

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