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AI & Automation
Relevance AI
Relevance AI logo
AI & Automation

Relevance AI

Relevance AI is a no-code or low-code platform that lets teams build AI-powered agents and workflows without writing much back-end code. It is designed for teams that want to move beyond single-turn prompts and build assistants that remember context, call external tools, and complete multi-step tasks. Using Relevance AI, organisations can encode playbooks and processes so agents follow clear patterns instead of ad-hoc prompts. Business and operations teams use visual builders to chain actions, connect data sources, and configure agents that respond to events, messages, or schedules. The goal is not to replace people but to free them from repetitive, low-leverage work so they can focus on judgement, creativity, and relationship-driven tasks. As with any AI system, results depend heavily on configuration, data quality, and ongoing monitoring, so most teams roll it out gradually and keep humans in the loop.

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📊 At a Glance

Pricing
Freemium
Reviews
No reviews
Traffic
N/A
Engagement
0🔥
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Categories
AI & Automation
Agents & Bots

Key Features

Visual workflow builder

Design workflows and agents using drag-and-drop canvases instead of only code.

Rich connector ecosystem

Quickly hook into CRMs, helpdesks, spreadsheets, and custom webhooks.

Human-in-the-loop steps

Insert review and approval steps into automated flows where human judgement is required.

Logging and monitoring

Inspect execution histories and agent messages to debug and improve workflows.

Versioning and change management

Track changes to prompts, tools, and workflows so you can roll back if needed.

Evaluation and testing hooks

Integrate offline tests or evaluators to catch regressions before deployment.

Role-based access control

Control who can edit, deploy, or observe agents inside your organisation.

Template gallery

Start from pre-built recipes or blueprints for common automation or support scenarios.

Documentation and samples

Use example projects and guides to shorten the time from idea to production.

API and SDK access

Call agents programmatically from back-end services, CLIs, or custom front ends.

Pricing

Trial or starter

Usually includes either a free trial period or a limited-usage starter tier.
  • ✓Access to core features suitable for proof-of-concept projects.
  • ✓Limited number of users, conversations, or workflow runs.
  • ✓Standard support via docs and community channels.

Business or pro

Paid subscription with pricing based on seats, usage, or both; see official pricing for current numbers.
  • ✓Feature set appropriate for everyday use in a team or department.
  • ✓Higher limits on conversations, automation runs, or connected apps.
  • ✓Priority support options and richer admin controls.

Enterprise

Custom commercial terms negotiated with the vendor.
  • ✓Advanced security, compliance, and governance features where available.
  • ✓Custom onboarding, training, and integration work for complex environments.
  • ✓Volume discounts or committed-use pricing tailored to your organisation.

Use Cases

1

Cross-app process automation

Chain together multiple SaaS tools so routine tasks happen automatically when triggers fire.

2

Lead and customer routing

Use agents and workflows to triage inbound leads or questions and get them to the right person or system.

3

Ops runbooks

Encode operational playbooks so that agents can perform health checks and basic remediation steps on their own.

4

Onboarding and training helpers

Give new employees an agent that can answer common questions about tools, policies, and processes.

5

Meeting and email summarisation

Use agents to summarise meetings, threads, or documents and push highlights into task systems.

6

Experimenting with new business ideas

Prototype new services or processes by quickly spinning up agents that emulate human workflows.

7

Partner or vendor portals

Expose limited-scope agents to partners so they can self-serve routine information and requests.

8

Internal service desks

Centralise IT, HR, or facilities requests through agent-powered virtual desks.

9

Compliance and policy checks

Have agents pre-screen content or actions for potential policy violations before human review.

10

Data hygiene and enrichment

Let agents clean, enrich, or reconcile data in CRMs and other operational systems.

How to Use

  1. Review the official documentation for Relevance AI on https://relevanceai.com/ to understand supported use cases, limits, and integration options.
  2. Create an account and connect Relevance AI to your core apps (for example CRM, helpdesk, spreadsheets, or custom webhooks) using built-in connectors.
  3. Use the visual builder to define triggers, actions, and agent steps, then test with sample data to confirm that each action behaves as expected.
  4. Roll out your first automations or agents to a small internal audience, monitor logs and metrics, and adjust prompts or conditions where needed.
  5. Document internal best practices for prompts, evaluation, and escalation paths so that new team members can work with Relevance AI safely and effectively.

Reviews & Ratings

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At a Glance

Pricing Model
Freemium
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