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Cashfree Relay is a no-code AI agent builder on the Cashfree Merchant Dashboard, where you build and manage agents for payment-related processes. Create agents for real-time alerts, scheduled reports, conditional approvals, and vendor payouts, across apps and channels such as WhatsApp, Slack, Gmail, and Google Sheets.

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Key features

Relay offers the following key features.
  • No-code creation: Design agents with an intuitive drag-and-drop canvas.
  • Agent templates: Activate pre-built agents for common use cases, such as abandoned cart recovery or subscription dunning, without configuring a trigger or node yourself.
  • Customisable agents: Define triggers, actions, and conditions to control when and how messages are sent.
  • Multi-channel support: Send communications via email, WhatsApp, Slack, Google Sheets, and more.
  • AI and voice connectors: Connect AI models and voice-calling platforms, including Anthropic Claude, Bolna AI, Osvi AI, Sarvam AI, and more, to power agent actions.
  • Message personalisation: Use dynamic placeholders such as customer name or transaction ID to personalise messages.
  • Rule-based automation: Trigger actions based on conditions like successful payments or failed transactions.
  • Centralised management: View, edit, activate, pause, or delete all agents from the Relay dashboard.

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Ways to build an agent

Relay offers three ways to create an agent, depending on how much control you want over its configuration.

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Build manually

Use the visual canvas to configure a trigger, add nodes, and activate the agent yourself. For the full walkthrough, see Create an Agent.

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Request an agent

Describe what you need in the Request an agent box on the Relay landing page, for example, “When a payment above ₹10,000 comes in, send a Slack message to our finance channel.” You can also start from an example prompt:
  • Find where money is leaking
  • Alert me on big payments
  • Confirm COD before dispatch
  • Auto-handle refunds
Submit your request, and the Relay builds the agent and notifies you when it’s ready to activate.

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Browse templates

Relay also provides a library of pre-built agent templates that you can activate with a single click, without configuring a trigger or node yourself. The following templates are currently available.
  • Dispute Defender Agent
  • Loan Repayment Agent
  • Loan Recovery Agent
  • Subscription Dunning Agent
  • Abandoned Cart Recovery Agent
  • Payment Form Webhook Trigger
  • High Value Transaction Alert
Before activating a template, click Try now to review its exact trigger and actions in the dashboard and confirm it matches your use case.

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Accessing Relay

To access Relay, follow these steps.
  1. Log in to the Merchant Dashboard.
  2. Select Relay. The Relay landing page opens.
  3. Select Set up an automation to create a new agent.
  4. Select View my agents to open the Relay dashboard.
The Relay dashboard contains the following sections.
  • Agents: Lists all agents you have created, along with their status and available actions. You can activate, pause, or delete an agent directly from this tab.
  • Runs: Displays the execution history for all agents, including the agent name, start timestamp, duration, and run status. The list is paginated and shows up to 10 entries per page.
  • Connections: Manages integrations with external apps and services such as Gmail, Slack, and Google Sheets. Connections must be set up here before they can be used in an agent.
Setting up a connection is a prerequisite for using app-based actions in an agent. For steps, see Setting Up Connections.

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Use cases

The following examples show how you can use Relay to automate common payment and business operations.
Receive real-time alerts when a transaction crosses a defined amount threshold, for risk monitoring and financial oversight.
  • Trigger: Payment Success
  • Condition: Transaction amount exceeds a defined value.
  • Actions: Send notifications via WhatsApp, SMS, email, or Slack.
Keep transaction records up to date in Google Sheets, either per transaction or as a periodic summary.
  • Trigger: Payment event (such as Payment Success or Payment Failed), or Schedule Based.
  • Actions: Add or update rows in a Google Sheets spreadsheet with transaction details.
Get a scheduled summary of failed transactions so your team can review and act on them promptly.
  • Trigger: Schedule Based (hourly)
  • Actions: Send a transaction failure report via email or Slack.
Automate vendor payments on a defined schedule to ensure timely and consistent payouts.
  • Trigger: Schedule Based (for example, last working day of the month)
  • Actions: Initiate the payout process via the configured integration or HTTP request.
Confirm COD orders between placement and delivery to reduce failed deliveries and return-to-origin (RTO) rates.
  • Trigger: Order created (via Inbound Webhook)
  • Actions: Send a confirmation message to the customer.
  • Conditions: If the customer confirms, proceed with fulfilment. Otherwise, cancel the order.
Flag refunds that exceed a defined amount and route them for manual review before processing.
  • Trigger: Refund Success
  • Condition: Refund amount exceeds a defined value.
  • Actions: Send an approval request to the designated team via email or Slack.

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What’s next

Create an agent

Build your first automated agent using the Relay canvas.

Set up connections

Connect external apps before building agents.