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Cashfree opens Relay to every merchant: the software agent as a new revenue line in Indian acquiring

On 26 August 2026 Cashfree Payments opened Relay, a set of software agents piloted since May, to every merchant on its platform. Free at launch and priced on outcomes later, it says a great deal about the economics of Indian acquiring, where the merchant discount rate on UPI is still zero.

Networks mentioned

Relay is a set of software agents that Cashfree Payments now gives its merchants to run the operational work sitting around a payment. The Indian provider, licensed by the Reserve Bank of India as a payment aggregator, opened it in beta in May 2026 and to every merchant on 26 August 2026. Five use cases are announced: retrying a failed payment, chasing an abandoned cart, confirming a cash-on-delivery order, recovering a failed subscription, and filing a dispute before the deadline.

Founded in Bengaluru in 2015, the company claims more than 800,000 business customers and over $80 billion in annualised processing volume. Relay is free at launch. Outcome-based pricing is announced for later.

An acquirer working on thin processing margins

The merchant discount rate, or MDR, is the fee a merchant pays on each electronic payment it accepts. In India it is zero on UPI, the dominant instant payment system, while the same merchant pays 1.5 to 2 per cent on a credit card and up to 0.90 per cent on a debit card. Finance Minister Nirmala Sitharaman set out those figures on 10 August 2026, before a Parliament that had just passed the Taxation and Other Laws (Amendment) Bill, 2026. The Bill makes a charge on UPI possible without creating one. The decision passes to the steering committee chaired by the National Payments Corporation of India.

7 in 10
Indian SMBs running this work by hand
Cashfree, via Elets BFSI, 26 August 2026
60 hours
a week, to be cut to under 45 minutes
Cashfree, via Elets BFSI, 26 August 2026
Rs 20,000 crore
lost GMV targeted for recovery
Business Standard, 30 August 2026
Rs 29.9 lakh crore
UPI payments in July 2026
N. Sitharaman, 10 August 2026

That Rs 20,000 crore target, or 200 billion rupees, is hard to read without a yardstick. UPI handled 2,366 crore transactions worth Rs 29.9 lakh crore in July 2026 alone, which puts the target at about 0.7 per cent of a single month on that one system. Business Standard ties the target to the agents that nudge shoppers about to abandon a transaction, by voice, by message or with a discount. No time horizon has been published.

A man in traditional Indian dress speaks on the phone.
Chasing an abandoned cart has until now rested on calls placed by the merchant’s own staff.

What the agent actually touches

Retrying a failed payment creates a fresh authorisation request. The declined attempt is closed. The next one carries its own transaction identifier, travels back to the issuing bank and can fail on a different decline reason. How many retries are allowed, and how far apart, is set by the rules of the rail being used.

Recovering a failed subscription runs through a mandate, the standing authorisation a payer gives for an amount to be debited when it falls due, within the ceiling and the frequency the payer has set. The agent does not recreate that authorisation. It replays a debit under an existing mandate, or it asks the customer to set up a new one.

Filing a dispute enters a dispute process whose deadlines are set elsewhere. On cards, the schemes, Visa and Mastercard chief among them, publish the filing windows and the reason codes they will accept. Evidence submitted late loses the money without any review of the merits, however strong the merchant’s position may be. On UPI, the National Payments Corporation of India runs its own procedures. The agent works the calendar. The merits of the case stay with the merchant.

Chasing an abandoned cart leaves the payment system and enters the customer relationship. Mayank Juneja, director of engineering at Cashfree Payments, describes the practice it replaces: growth teams that call the shopper and can offer a discount. The agent takes that job over with the same pricing lever. Outbound marketing and discount policy belong to the merchant.

AgentActionWhat it commits
Failed paymentFresh authorisationThe issuer and the rail
Abandoned cartCall or message, discount possibleThe customer and pricing
Cash-on-delivery orderConfirmation before dispatchLogistics
Failed subscriptionReplayed debit or new mandateThe mandate
DisputeDispute filed before the deadlineThe scheme or NPCI
The five agents and what each one commits
⚠️
Two stop points before the agent acts
The vendor describes merchant approval as mandatory at two points, before any money moves and before any customer is contacted. That split maps onto the two families of action that bind the merchant to an outside party, the issuer or the scheme on one side, the shopper on the other. Cashfree adds that processing runs on its own infrastructure.
A bicycle loaded with large wrapped parcels moves down a street.
A cash-on-delivery order is confirmed before dispatch, at the point where the merchant takes on a cost that a refusal will not give back.

Vulcan, the same squeeze from the other end

Razorpay, a direct rival in Indian acquiring, presented Vulcan in August 2026, describing it as the first transformer-based foundation model for payments built and hosted in India. Founder Harshil Mathur reports training on 4 billion payments and 3 trillion data points, and around 3,000 signals per transaction. Built with NVIDIA and AWS, it covers routing, fraud, risk and personalisation, meaning the decisions taken during the transaction itself.

The two products do not meet. Vulcan works during authorisation, where the route is picked and the decline is decided. Relay works afterwards, on what the decline leaves hanging. The same squeeze sits behind both, because processing margins stay thin for the Indian acquirer, a point Business Standard makes when it presents the agent as a new revenue line. MediaNama notes that Razorpay has published no methodology, no period and no sample behind its beta results.

May 2026
Relay opens in beta
A limited group of merchants gets access.
10 August 2026
Taxation and Other Laws (Amendment) Bill, 2026
An MDR on UPI becomes possible. No framework is settled.
August 2026
Razorpay presents Vulcan
A model aimed at routing, fraud and risk.
26 August 2026
Relay opens to every merchant
Free at launch.

Outcome-based pricing has yet to be built. Co-founder Reeju Datta names carts converted through the agent and disputes resolved as the parameters. Charging for an outcome means being able to attribute it, and a cart converted after an automated follow-up might well have converted without one. Business Standard reports a further use under consideration, loan recovery.

Provenance

Published on 30 August 2026

6 sources, 6 distinct domains

Elets BFSI, “Cashfree Payments Launches Relay, AI Super Agents to Automate End-to-End Payment Operations for SMBs”, 26 August 2026 · bfsi.eletsonline.comBusiness Standard, “Cashfree rolls out AI agents for merchants to automate payment operations”, 30 August 2026 · business-standard.comSMEStreet, “Cashfree Relay Automates Payment Workflows for SMBs”, 27 August 2026 · smestreet.inMediaNama, “What does Razorpay’s AI model for payments, Vulcan train on?”, August 2026 · medianama.comThe New Indian Express, “FM rules out UPI charges for consumers; says no MDR framework finalised yet”, 10 August 2026 · newindianexpress.comCashfree Payments, “About us”, consultée 30 August 2026 · cashfree.com
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