• Skills — Set up once

Skills are the things you do after every call, set up once.

Start from the library, or build your own in the console. Every skill stages a pack from the call’s facts and waits for your tap.

Buyer enquiryBook the inspection, send the contract, log interest against the listing.Real estate · 3 actions

Offer receivedLog the offer and its conditions, text the vendor a summary, set a reminder for the deadline.Real estate · 3 actions

Vendor updateSend the vendor a text summary of the call and add it to the campaign notes.Real estate · 2 actions

Appraisal bookedCalendar hold, confirmation email with what to have ready, reminder the day before, task to pull comparables.Real estate · 4 actions

Open home follow-upThank-you email with the fact sheet, note the feedback on the listing.Real estate · 2 actions

Pre-approval check-inUpdate the deal stage, send the document checklist, book the next call.Mortgage broking · 3 actions

Rate reviewLog the lender and rate discussed, email the comparison, set a follow-up.Mortgage broking · 3 actions

Candidate screenUpdate the candidate record, send the role brief, book the client interview.Recruitment · 3 actions

Client brief takenCreate the job, note the must-haves, send the terms.Recruitment · 3 actions

Claim lodgedNote the claim details, send the next-steps email, set the follow-up.Insurance · 3 actions

Follow-up emailA short recap of what was agreed, in your voice, sent from your inbox.Any desk · 1 action

Book the next callFind the time you agreed, put it in both calendars, send the invite.Any desk · 2 actions

Library skills are starting points. Every one is editable, and the actions come from the systems you connect.

Build your own in plain words.

A skill is a name, a sentence about when it applies, and the actions it stages. You write it the way you’d brief a new assistant: “After a buyer call: book the inspection they asked for, email them the contract, log their interest.” Relay maps each step to an action in your connected systems and shows you the pack before it saves.

Skills never fire on their own. After a call you choose the one that fits, or none. When you keep telling Relay the same thing, it offers to turn that into a skill.

Your first three skills take ten minutes.

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