Relevance AI

What Relevance AI does

Relevance AI is the home of the AI workforce, providing a no-code platform where anyone, including ops teams and subject-matter experts without technical backgrounds, can build and recruit teams of AI agents to complete tasks on autopilot. The platform enables users to design powerful AI agents and AI teams without relying on developer resources, scaling excellence across every area or team with intelligent, purpose-built AI workforces. It offers an enterprise-grade agent platform to build, run, and manage AI agents at scale, providing controls to keep them in production. Relevance AI is venture-backed by globally-renowned investors and aims to help human teams build and hire their own AI workforce to achieve more, automate repetitive tasks, and focus on important work.

Products

• Relevance AI PlatformA low/no-code platform for building, deploying, and managing AI agents and multi-agent teams that autonomously complete tasks. It includes tools for agent building, orchestration, evaluation, monitoring, and integration with existing systems.
• Simple Content RepurposerAn AI agent that takes a YouTube link, podcast episode, blog URL, or raw text and generates polished LinkedIn and/or X posts in a specified voice. It reads the source, identifies key moments, and drafts platform-native variants.
• Outbound ComposerAn AI agent that researches prospects, detects connection status, and drafts 2-3 LinkedIn message variants with tone tuned to the connection state, also finding the prospect's email with matching variants. Built on a two-brain architecture similar to Sales Researcher.
• Perfect 5 Leads AI AgentAn AI agent that finds the top 5 dream prospects by parsing ideal customer profiles, searching LinkedIn and Google for active leads, scraping LinkedIn posts for buying signals, enriching profiles, and delivering leads with custom talking points.
• Salesforce AssistantA natural language interface to Salesforce CRM that allows users to interact with their CRM by describing what they need in plain English, querying records, creating/updating records with confirmation, and getting insights.
• WhatsApp AI AgentA 24/7 WhatsApp assistant designed to automate, organize, and enhance WhatsApp interactions.
• Research & EnricherAn AI sales research agent that reads live sources to provide an enriched, sourced record for accounts before reps engage. It triggers from CRM, goes deep into research, and writes back to the CRM with intent scoring and cited sources.
• Pre-meeting PrepperAn AI sales briefing agent that reads deal history, transcripts, and news to prepare a brief for reps before calls, highlighting key discussion points and open threads. It triggers from the calendar and delivers briefs to Slack.
• Post-call ActionerAn AI sales follow-up agent that reads call transcripts, identifies commitments, logs notes, updates CRM, and sends follow-up emails with promised attachments. It triggers when a call ends.
• Meeting SchedulerAn AI sales scheduling agent that books qualified meetings, decides whose time bends when calendars collide, and holds bookings when requests don't qualify. It triggers from demo requests and emails.
• InventA feature within the platform that allows users to describe an agent in plain language, and it builds the prompt, tools, and evals for it.
• MCP (Multi-Agent Communication Protocol)A framework that allows engineers to build agents, link knowledge, and run evaluations from AI coding environments like Claude Code, Codex, or Cursor, providing full access to the Relevance AI project.
• HarleyAn AI support agent available for calls to assist users with their concerns, currently in beta.

Key capabilities

• No-code platform for AI agent building
• Multi-agent orchestration and workforces
• Enterprise-grade platform for building, running, and managing AI agents
• Customizable agents and teams
• Automated task completion
• Integration with 2,000+ tools
• Agent evaluations and performance monitoring
• A/B testing and analytics for agents
• SSO, RBAC, and audit logs for enterprise security
• Dedicated account management for enterprise clients
• Custom actions and vendor credits
• Calling and meeting agents
• Enterprise triggers
• Visual drag-and-drop builder for agents and workforces
• AI-powered agent building (Invent)
• MCP (Multi-Agent Communication Protocol) for developer-centric building
• Test suite generation from real cases for agents
• Production sampling and alerts for agent quality
• Cost and performance optimization for models
• Triggers and scheduling for agents (webhooks, recurring schedules, API calls)
• Context layer for consistent agent behavior (tone of voice, business context, knowledge)
• Instructions and identity configuration for agents
• Support for various LLM providers and bring-your-own models
• Tools and actions with tested integration steps, sub-agents, sandboxed code, and approval rules
• Knowledge and memory management (long-term, observational, hybrid RAG, data syncing)
• Autonomy and approval controls for agents
• Channels and sharing options (voice agents, embeddable widgets, chat bubbles, marketplace listing)
• Oversight and quality features (escalations, alerts, PII masking, version control)
• Real-time monitoring and full agent tracing
• Cost visibility and OTEL & Delta Share export
• Role-based access control
• Human-in-the-loop approval workflows
• Data residency options
• SOC 2 and GDPR compliance

Use cases

• Automating customer support inquiries and troubleshooting
• Scaling sales operations through automated prospecting and outreach
• Lead qualification and engagement
• Generating drafts of routine documents, reports, and social media posts
• Data analysis and report generation
• Managing calendars, scheduling meetings, and sending reminders
• Enriching CRM accounts with researched data
• Preparing briefs for sales calls
• Automating post-call follow-ups and CRM updates
• Booking qualified meetings
• Personalizing multi-channel prospect engagement
• Rolling up pipeline forecasts
• Reviewing deals against criteria
• Drafting tailored proposals and quotes
• Monitoring Slack support channels and triaging messages
• Scheduled reporting from data sources like Google Sheets to Slack
• Creating custom tools for agents (e.g., company research, knowledge search)
• Automating compliance tasks
• Improving employee performance and engagement through feedback and goal tracking (via 15Five integration)
• Streamlining booking processes (via 10to8 integration)
• Unifying customer communications (via 2Chat integration)
• Automating marketing visuals (via Abyssale integration)
• Tracking SEO rankings (via Accuranker integration)
• Streamlining business management (via Act 365 integration)
• Facilitating grassroots organizing and fundraising (via Action Network integration)
• Streamlining complex calculations (via Active Calculator integration)
• Email marketing and lead generation (via Active Trail, Acumbamail, 4Dem integrations)
• IoT applications (via Adafruit IO integration)

AI approach

Relevance AI provides a low/no-code platform for building, running, and managing AI agents and multi-agent teams. Users can create agents from scratch, use pre-built templates, or describe agents in natural language for AI-assisted building. The platform allows for orchestration of specialist agents, evaluation, monitoring, and improvement of agent quality, and secure access to systems. It integrates with major LLM providers and allows users to bring their own models. The platform emphasizes building reliable, cost-effective agents by finding the cheapest model that passes performance benchmarks.

Tech named: Gemini 3 Flash, GPT-5.4 Mini, Kimi K2.6, Claude Haiku 4.5, Gemini 3.1 Pro, GLM-5.2, Claude Sonnet 4.6, Zapier, Zep, Composio, OpenRouter, Braintrust, Dust.tt, CrewAI, Temporal, Langfuse, Claude Code, Codex, Cursor, OpenAI Codex, Claude Desktop, VS Code, ChatGPT

Industries served

• Software Development
• Technology
• Financial Services

What it says sets it apart

• No-code platform for building AI agents and workforces, accessible to non-technical users like ops teams and subject-matter experts.
• Focus on enterprise-grade features including security (SSO, RBAC, audit logs, PII masking, SOC 2, GDPR), scalability, and control.
• Ability to build and customize agents to specific business processes and playbooks, rather than generic automation.
• Comprehensive platform that integrates routing, queuing, evaluation, and tracing into one system, unlike bolting together disparate tools.
• Emphasis on data-driven decision-making and continuous evaluation of agent performance to guarantee quality and ROI.
• Support for multi-agent orchestration, allowing specialized agents to collaborate on complex workflows.
• Flexible building options: visual drag-and-drop, AI-powered generation (Invent), and developer-centric coding via MCP.
• Extensive integration capabilities with over 2,000 tools.
• Commitment to an 'AI-first' strategy, dogfooding their own AI agents internally for support and operations.
• Embedded deployment team to assist with initial setup and training for enterprise clients.