The Tether Relay manual
Step-by-step guides for working your inbox, managing contacts and pipelines, running outreach, and setting up AI agents, automations and Tovi.
- Getting started
Sign in, find your way around the app and set up your profile.
- Conversations
Customers
Work the inbox: reply to customers, assign conversations to teammates and handle calls inside a conversation.
- Contacts and pipelines
Customers
Find and update contacts, and move them through the stages of your pipelines.
- Outreach and campaigns
Customers
Bring in leads from your lead sources, send Bulk SMS campaigns and reuse message templates.
- AI agents
Customers
Set up AI agents, try them in the playground, test them with simulations and add agents from the marketplace.
- Automations and workflows
Customers
Let automations act on events for you, and build multi-step workflows.
- Tovi
Customers
Tovi, the AI assistant built into Tether Relay: what it can help with and how to ask.
- Settings and administration
Customers
Configure your organization, and manage its departments and users.
Building an integration? Read the API docs.