[00]// The learning layer
The learning layer for B2B AI companies.
Relai connects sales, deployment and customer success, and learns from every deal so the next one closes faster, ships cleaner and churns less.
[01]// The problem
Every deal teaches you something. Most of it gets lost.
Sales lives in the CRM. Deployment lives in Notion and Linear. Customer success lives in spreadsheets. Nothing connects them, so the same things break on every deal.
- Fault 01
Requirements get lost in the handoff
The buyer mentioned their SSO setup on the second call. It stayed in a rep's notes, never reached the build, and surfaced in week three of deployment.
- Fault 02
Churn nobody sees coming
Usage dipped, escalations climbed, the champion went quiet. Each signal sat in a different tool, so nobody connected them before the renewal call.
- Fault 03
The same mistake on the next deal
You lost a deal over a missing integration. Two months later a similar prospect has the same gap, and nobody thinks to ask about it on the first call.
[02]// Product
Three jobs. One system that remembers.
Relai sits across the whole customer lifecycle and keeps the context that usually gets dropped between teams.
[01] Handoff
From closed deal to build spec.
When a deal closes, Relai reads the sales calls and email threads and writes the build spec and QA checks. Every requirement links back to the moment the customer said it.
- Spec drafted from calls, emails and CRM notes
- QA checks written for each requirement
- Ready to drop into Notion or Linear, sources attached
Ops lead, Halden: Calls after 6pm can't go to voicemail. They need to reach whoever is on call that night.
Build spec
Halden Dental Group · Voice receptionist
Requirements
- Call · 14:32
- Email · Mar 3
- Call · 22:10
QA checks
- Generated
- Generated
[02] Customer success
See churn before the renewal call.
Relai watches every live customer across agent logs, support threads and calls. When signals stack up, your CS team gets an alert with the evidence and a suggested next step.
- Signals from agent logs, Slack, email and calls
- Every alert shows the evidence, not just a score
- A suggested next step for the account owner
- KKestrel LogisticsDispatch agentHealthy
- BBrightline FreightAP invoice agentHealthy
- OOakmere ClinicsVoice intakeHealthy
[03] Learning
Every loss becomes a better question.
When a deal is lost or a customer churns, Relai works out why and turns it into a lesson. The next discovery call asks about it upfront, before it costs you another deal.
- Root cause pulled from calls, notes and logs
- Lessons added to discovery checklists
- Shown to reps on the call where it matters
Discovery checklist
Corvan Insurance · Claims intake agent
- Claim volume and intake channels today
- Who owns the deployment on their side
- Systems the agent must write to
[03]// How it works
Your company gets smarter with every deal.
Most teams lose what they learn when a deal ends. Relai keeps it, and puts it where the next deal will need it.
- Deal 1Lost
Needed adjuster approvals. We found out too late.
New lessonAsk about approval steps
- Deal 2Churned
Escalations spiked when their volume doubled.
New lessonPlan for peak volume
- Deal 3Won
Approvals came up on the first call.
AppliedAsk about approval steps
- Deal 4Live
Capacity planned before launch.
AppliedPlan for peak volume
Your playbook
- + Ask about approval steps
- + Plan for peak volume
- 01
A deal is lost or a customer churns.
Relai reads the calls, notes and logs to find the real reason.
- 02
The reason becomes a lesson.
It is written as a question your team can ask, not a postmortem nobody reads.
- 03
The next deal starts ahead.
The question shows up in discovery, the spec and the QA checks.
[04]// Integrations
Plugs into the tools you already use.
Relai reads from the tools your team already lives in and syncs with the CRM you have. Nobody rips anything out.
- Gmail
- Slack
- MS Teams
- + more
- HubSpot
- Salesforce
- Attio
- + more
- Fireflies
- Fathom
- MS Teams
- + more
- API
- Log export
- + more
These are examples, not the full list. If a tool has an API or an export, Relai can read from it.
[05]// Why now
AI changed how software is sold. The tools did not catch up.
- 01
AI is sold through custom deployments.
Every customer gets a configured agent, its own integrations and its own idea of success. A CRM built for seat-based SaaS was never meant to track that.
- 02
Agents generate data old software never had.
Every call, task and escalation is logged. That record shows which customers are getting value and which are drifting, long before anyone says so.
[06]// About
Why we're building Relai.
I kept watching AI companies relearn the same lessons on every deployment. A requirement mentioned on a sales call would vanish before the build. A customer would churn for a reason that was visible weeks earlier, just spread across five tools.
Relai is the system I wanted: one place that remembers what every deal taught you, and puts it to work on the next one.
Yatharth Champaneria
Founder & CEO
[07]// Book a demo
See Relai on your own deals.
Thirty minutes with the founder. Bring a recent deal that went sideways and we'll walk through what Relai would have caught.
Prefer email? ychampaneria3@gmail.com