> ## Documentation Index
> Fetch the complete documentation index at: https://www.cashfree.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Cashfree Relay
> Automate payment operations using agents with Cashfree Relay using a no-code visual canvas, ready-made templates, or a plain-language agent request.
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.
## 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.
## Ways to build an agent
Relay offers three ways to create an agent, depending on how much control you want over its configuration.
### 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](/docs/tools-ai/relay/create-agent).
### 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.
### 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.
## Accessing Relay
To access Relay, follow these steps.
1. Log in to the [Merchant Dashboard](https://merchant.cashfree.com/auth/login).
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](/docs/tools-ai/relay/add-connections).
## 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.
## What's next
Build your first automated agent using the Relay canvas.
Connect external apps before building agents.