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OpenAI's GPT-4.5 now in Relevance AI
You can now use OpenAI's GPT-4.5 as an agent model in Relevance AI, giving you more flexibility in selecting the right model for your use case. It’s the latest and most advanced model—powerful, capable… and according to our engineers, insanely expensive.
What this means for you:
- GPT-4.5 is now available in model selection
- Expect cutting-edge performance—but at a premium
- Choose wisely based on your use case
Heads-up: Costs are significantly higher, so keep that in mind when using it in high-volume workflows.
To get started, select OpenAI GPT-4.5 in your agent settings and test how it fits into your workflows.
If you're interested in trying out Relevance AI and OpenAI GPT-4.5, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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Introducing Snippets: Reusable text variables for your tools and agents
Project Snippets: Reusable Text Variables for Your Tools & Agents
Managing shared text across multiple agents and tools just got way easier!
Introducing ‘Project Snippets’—a centralized way to store and reference reusable text in your Relevance AI workspace.
With snippets, you can:
✅ Store common strings (e.g., company names, greetings, standard messages) in one place
✅ Use them anywhere a variable is accepted (e.g., agents, tool inputs)
✅ Avoid redundant updates—edit once, update everywhere
✅ Eliminate 'prop-drilling' by making shared text easily accessible
How it works:
Define a snippet and reference it using the `snippets.` prefix. Example: `{{ snippets.company_name }}`
This means you can update once and apply everywhere—no more manually changing the same text across multiple tools!
You can find Snippets under the left hand side bar. Try it today and simplify your workflow!
Other improvements
General fixes and UI updates.
Fixes
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Anthropic's Claude 3.7 Sonnet now in Relevance AI
You can now use Anthropic's Claude 3.7 Sonnet as an agent model in Relevance AI, giving you more flexibility in selecting the right model for your use case.
To get started, select Claude 3.7 Sonnet in your agent settings and test how it fits into your workflows.
Alongside this release, Anthropic also launched Claude Code—its first agentic coding tool. Our lead AI engineer, Aman Arora, put it to the test with the Relevance AI SDK, and the results were impressive:
➡️ Generated a 1,300+ LOC pull request with unit tests for the Relevance AI SDK—all without Aman writing a single line of code
➡️ Understood our public repo in minutes, following existing code patterns without explicit instructions
➡️ Ran tests, fixed errors, and created a PR—iterating on feedback and automatically resolving issues
➡️ Installed pytest-asyncio on its own to test async functions, demonstrating strong contextual reasoning
➡️ PR cost: $3.30 USD—a glimpse into the efficiency of agentic coding
If you're interested in trying out Relevance AI and Claude, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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Annual plans now available
Annual Plans Now Available: Save 10% with Yearly Billing
Relevance AI now offers annual subscription plans, giving you more flexibility and better value.
With annual billing, you get:
✅ 10% discount compared to monthly plans
✅ 12 months’ worth of credits upfront
✅ Longer validity for purchased top-ups
✅ Flexible upgrade & downgrade options
How it works:
- If you upgrade your plan, the change takes effect immediately
- If you downgrade or switch to a monthly plan, changes happen at the end of your billing cycle
- If you upgrade your plan, any unused credits from an annual plan will be refunded when switching from yearly to monthly
- On an annual plan, you can still buy top-up credits - what's good is they'll take longer to expire because of the yearly reset
Click on ‘Manage Plan’ to switch to annual billing today!
Other improvements
General fixes and UI updates.
Fixes
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Edit and reschedule scheduled messages
Edit & Reschedule Scheduled Messages with Ease
We’ve introduced an update to Schedule Messages, making it easier to edit and reschedule scheduled messages directly in Task View.
When managing scheduled messages, you often need to make quick changes—whether it's adjusting the content or rescheduling the send time. Previously, this meant canceling and recreating messages from scratch, but not anymore.
Now, you can:
➡️ Edit the content of a scheduled message before it sends
➡️ Reschedule a message without needing to cancel and recreate it
This means more flexibility and a smoother workflow experience.
To edit a scheduled message, simply navigate to Task View, make your changes, and save—no need to cancel and restart.
Next time you need to adjust a scheduled message, try it out directly in Task View!
Other improvements
General fixes and UI updates.
Fixes
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Custom Tool Outputs
Custom Tool Outputs: More Control Over How Data is Rendered
We now have the ability to customize tool outputs, allowing you to manually define how data is displayed instead of relying on automatic formatting.
When building AI workflows, flexibility in data presentation is key. This update brings 8 Rendering Options:
✅ Auto
✅ Raw
✅ JSON
✅ Table
✅ Image
✅ HTML
✅ Markdown
✅ Hide
These changes can be seen in three different areas:
- Agents
- New agent task action view UI displays the selected output format.
- Option to view the tool output in the agent timeline through the dropdown.
- Tool builder: Users can manually configure output formatting in tool configuration settings.
- To get started, head to the final tool output settings → configure → select manual output → add variable(s) → choose edit.
- To get started, head to the final tool output settings → configure → select manual output → add variable(s) → choose edit.
Before applying these settings, you’ll have the opportunity to preview how each rendering option affects the final output.
This update provides greater flexibility in presenting data, ensuring tool outputs are displayed in the most relevant format for your workflow.
If you're interested in trying out Relevance AI and Custom Tool Outputs, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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Send emails with attachments in Gmail and Outlook
Now in Relevance AI: Attachments in Agent-Generated Emails
You can now add attachments to emails sent by AI agents in Relevance AI, allowing for more complete and professional communication.
When automating emails, you often need a way to send essential documents, reports, and media files, such as:
✅ Sending invoices and contracts as PDFs
✅ Sharing reports in CSV format
✅ Including images for marketing campaigns
✅ Attaching videos for client communications
✅ And much more!
With this update, your AI agents can now handle attachments seamlessly, eliminating manual steps and ensuring critical files are sent along with automated emails.
This applies to the following tool steps: ‘Send Email,’ ‘Send Gmail email,’ or ‘Send Outlook email’.
Here’s how it works:
1️⃣ Upload your file using the “File to URL” input, or generate a temporary link with the Python tool step
2️⃣ In the top right of your send email tool step, click the cog icon to open "Advanced Settings"
3️⃣ In the ‘File Attachments’ section, enter each "file name" and "download link" pair inside a JSON object (e.g., “file1.txt”: “https://example.com/file1.txt”)
Before sending, you’ll have the opportunity to review all attachment details, ensuring your files are correctly included.
This feature enhances AI-driven email automation by making it more complete, efficient, and professional—perfect for automated reporting, customer communications, and more.
If you're interested in trying out the new email attachment functionality, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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Power up your AI Agents: New triggers for ZoomInfo, Telegram, Google Calendar & more!
Big updates just dropped! Your AI agents can now connect and react to more platforms, making automation even more powerful.
When automating workflows, you often need seamless integration across multiple tools.
These new updates enable:
✅ Automating actions based on ZoomInfo Intent Topics. Agents can now be triggered by ZoomInfo, perfect for customers leveraging ZoomInfo Intent Topics to stay ahead of key signals.
✅ Triggering AI workflows directly from Telegram messages. Your agents can now integrate seamlessly with Telegram!
- Trigger agents from Telegram messages
- Search through your message history
- Send messages
- …and more!
✅ Running AI workflows before, after, or exactly at a Google Calendar event. Set your AI agent in motion before, after, or exactly at the time of a Google Calendar event—perfect for automating workflows around meetings and key events.
✅ Backfilling Salesforce data with a One-Off Sync. Need to backfill Salesforce tasks or pull data you missed? Now you can! Just go to Advanced Settings > Execute Once Off Sync to run a single-time sync (excluding LIMIT queries).
- Fetches historical Salesforce data
- Ideal for backfilling missed records
✅ Generating and publishing LinkedIn posts from AI agents. Agents can now generate and publish LinkedIn posts directly.
✅ Using the Google Sheets API to send, retrieve, and update data. Easily send, retrieve, and update data within Sheets.
✨ To get started, explore the new integrations in your agent settings.
Before enabling new triggers, you’ll have the opportunity to review automation details to ensure they align with your workflow needs.
These enhancements make automation more connected, responsive, and intelligent—allowing your AI agents to work seamlessly across different tools.
If you're interested in trying out Relevance AI and OpenAI o3 Mini, you can sign up to get started or book a demo to see it in action.
Other improvements
🛠 More Control with Custom Tool Outputs
Choose how tool outputs are formatted:
- Raw
- Markdown
- Table
- JSON
- HTML
- Code snippet
🔍 Smarter Search for Tool Templates
Finding the right tool just got easier. Semantic search now powers tool template searches, meaning you don’t need to type an exact match—just search by meaning. This makes it much easier to connect placeholder tools when inventing new agents!
✨ Ready to try these updates? Log in now and start automating!
Fixes
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OpenAI o3-mini now in Relevance AI
You can now use OpenAI o3 Mini as an agent model in Relevance AI, giving you more flexibility in selecting the right model for your use case.
When working with AI-driven workflows, you often need an efficient, cost-effective model for tasks like:
➡️ Running lightweight AI processes
➡️ Generating responses at a lower cost
➡️ Balancing model performance with budget optimization
With OpenAI o3 Mini, your AI agents now have a new model option that improves efficiency while keeping costs under control.
To get started, select OpenAI o3 Mini in your agent settings and test how it fits into your workflows.
If you're interested in trying out Relevance AI and OpenAI o3 Mini, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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Simulate the entire agent creation process—in real time!
Your Agent Generator 'Gen' has leveled up, now allowing you to simulate the entire agent creation process in real time.
When building AI agents, you often need a way to preview how they function before deploying them. With this new update, you can:
✅ Run an End-to-End Simulation – Watch your AI agent operate before launch
✅ Gain Real-Time Insights – See how your AI agent performs at every step
✅ Preview Tools & Capabilities – Review every aspect of your agent’s abilities in action
To get started, type your needs into the "I want an agent that..." field, such as:
📌 "Generates employee satisfaction surveys"
Sit back and watch as your AI agent runs through every step of its workflow in real time.
This update makes agent building more transparent and intuitive, ensuring your AI works exactly as expected before going live.
If you're interested in trying out the new Agent Inventor, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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AI Tools just got a massive glow-up!
We’ve improved our tools library—the skills your AI agents rely on—to help you build smarter, more capable agents.
When creating AI workflows, having well-optimized tools is critical. This update brings:
1️⃣ Smarter tools – All tools now follow our Tool Style Guide for better clarity, names, and discoverability.
2️⃣ Enhanced performance – Default LLMs have been upgraded, delivering **faster, better results at reduced costs**.
3️⃣ Expanded tool library – 31 brand-new tools added, including 5 tailored for **Google Calendar**.
4️⃣ More customization – 19 new tool steps provide even greater flexibility to build and innovate.
To get started, explore the updated tool library inside Relevance AI.
This update makes AI tool-building more intuitive, powerful, and customizable than ever.
📖 Learn more in our Tool Style Guide.
Other improvements
General fixes and UI updates.
Fixes
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Introducing AI Agent Generator
The wait is over. Building AI agents doesn’t have to be complicated. With Agent Generator, anyone can get started.
This is for you if:
- You’ve thought, “AI agent building isn’t for me.” 🤷
- You’re unsure where to start 🤔
- You learn by doing and want an easy, hands-on approach 🙌
Agent Generator solves this by allowing you to describe what you need in plain English, instantly generating a blueprint to set up your AI agent.
To get started, simply type your needs into the “I want an agent that…” field and watch as your personalized agent blueprint is created.
Keen to power your agent building with Gen? 👇
For now, Agent Generator provides a fully personalized framework for your AI agent, including placeholders like “Get Instagram Account Analytics” for where your AI tools go. While it doesn’t automatically create or insert the AI tools yet, you can either build them yourself or browse through available tool templates (for now). More features coming soon!
If you're interested in trying out the new Agent Inventor, you can sign up to get started or book a demo to see it in action.
Other improvements
General fixes and UI updates.
Fixes
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ModernBert, more DSPy support and Qwen 2.5
New models and features have landed in Relevance AI, expanding support for advanced AI capabilities.
When working with AI-driven applications, having optimized models and training tools is key. These new updates include:
✅ ModernBERT for Advanced RAG – Now leveraging ModernBERT Embed (released by the answer.ai team), a model trained from ModernBERT-base, bringing new embedding advancements to AI workflows. More details on the model are available here: https://huggingface.co/nomic-ai/modernbert-embed-base
✅ Expanded DSPy Support – We've added DSPy get training data, DSPy train, and DSPy run steps to train DSPy systems for response generation based on gold set answers.
✅ Qwen 2.5 for AI Agents – Our tool-calling model suite now includes Qwen 2.5, known for exceptional coding & tool execution performance, achieving benchmarks comparable to GPT-4o.
To get started, explore these new models and capabilities inside Relevance AI.
Before using these updates, you’ll have the opportunity to review model specifications and tool integrations to ensure they align with your workflows.
These enhancements bring more power, flexibility, and precision to AI agents, making your automation workflows even stronger.
If you're interested in learning more, you can sign up to get started or book a demo to see it in action.
Other improvements
A small one but a good one! --> The entry point for viewing agent queues has been restyled!
At a glance you can now see how many active queues your agent has and how many upcoming items are going to be processed in those active queues. For better user experience, the button is now also hidden if the agent has no queues (active or paused). The scheduled triggers queue is now only created when the agent enables that ability instead of by default on agent creation.
Fixes
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OpenAI o1 has landed in Relevance as a text, vision and agent model
OpenAI o1 is now available in Relevance AI as a text, vision, and agent model—bringing enhanced capabilities to your AI workflows.
When working with AI-driven processes, selecting the right model is key. Here’s what’s new with OpenAI o1:
➡️ Larger Context – Supports double the input context and 6x the output context
➡️ New Agent Behavior – Uses tools more frequently than GPT-4o
➡️ Stronger Performance – Outperforms GPT-4o in tool calling and response generation
➡️ Higher Cost Consideration – Priced ~6x higher than GPT-4o, making it ideal for high-value AI tasks
Keen to power your agents with o1? 👇
To use it in Relevance, you’ll need to bring-your-own OpenAI API key (for now!)
To get started, configure OpenAI o1 as your agent model inside Relevance AI.
OpenAI o1 offers advanced AI power, stronger tool usage, and expanded processing capabilities, making it a valuable option for complex automation tasks.
If you're interested in learning more, you can sign up to get started or book a demo to see it in action.
Other improvements
The Notion-like slash menu is launched!
- This menu allows us to surface all of our powerful prompt features (with more on the way!)
- Now available in agent system prompts, LLM tool step prompts -- anywhere you can reference a tool, variable, or write markdown.
Fixes
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Introducing Agent Chat
We’ve introduced Agent Chat, a sleek, customizable chat UI that allows users to engage with their Relevance AI agents in a more intuitive and interactive way.
When deploying AI agents, having a seamless chat experience can make all the difference. This update brings:
✅ Conversational Interface – A clean, natural chat UI for user-friendly interactions
✅ Embed Anywhere – Easily integrate Agent Chat into websites or use the customizable chat widget
✅ Full Customization – Adjust icons, colors, and message input text to align with your brand
✅ Flexible Use Cases – Perfect for customer support agents and FAQ-powered AI assistants
To get started, configure Agent Chat in your Relevance AI dashboard and customize the chat UI to match your workflow.
Before embedding, be mindful that interactions consume credits from your Relevance AI account, so plan usage accordingly.
This update allows you to enhance customer interactions, provide self-service support, and create a branded AI chat experience—all in one intuitive UI.
If you're interested in trying out Relevance AI and Agent Chat, you can sign up to get started or book a demo to see it in action.
Other improvements
Text editor experience
- Ever notice a "flash of red unknown reference" when loading your system prompt? Notice it no more! We now have a more gentle loading state.
- Performance improvements! The editor should be snappier especially for long prompts when adding new tools.
- And minor bug fixes.
These are all in service of making the text editing experience first class!
Fixes
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Custom Tool Embeds
We've completely overhauled our tool embedding system, making it more intuitive, customizable, and user-friendly.
When integrating AI tools, you often need seamless design customization and real-time previews. This update brings:
✅ Live Preview – See how your tool embed will look before implementation
✅ Style Customization – Set your primary color scheme and adjust the CTA text
✅ User Guidance – Add helpful tips to guide users through the tool
✅ Enhanced UI – A refreshed, cleaner interface for a better user experience
To get started, configure your Custom Tool Embed settings within Relevance AI.
This update makes embedding AI tools easier, more flexible, and better tailored to your brand and user experience.
If you're interested in trying out Relevance AI and Custom Tool Embeds, you can sign up to get started or book a demo to see it in action.
Other improvements
Webhook Trigger Improvements 🔗
We're excited to announce a major upgrade to our webhook trigger system!
We've made it easier to trigger actions with webhooks by offering more flexible configuration. This means you can now integrate third-party systems and automate tasks without needing native support.
When setting up your custom webhook, you’ll be given a unique URL to send requests that will trigger actions.
You also have full control over your payload format. Customize inputs easily using the message template with double brackets, or include your entire document with {{$}}. For example, you can personalize your message like this: “Hello {{first_name}}, thanks for your order!”
Additionally, on the custom webhook edit page, you can map a Thread ID or a Unique ID to your payload:
A Thread ID is used when you want to continuously send new information to the same agent conversation, such as in a chatbot use case. Simply map the request body key to be used as the Thread ID.
A Unique ID prevents processing the same event multiple times. If an event with the same Unique ID is received again, it will be ignored, ensuring that duplicate events are not processed.
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Fixes
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Introducing Custom Views
Custom Task Views
We introduced a new feature to customize agent task views, enabling better review and monitoring of agent activities.
Key Features
- Customizable Task Views: Create tailored views to focus on specific aspects of an Agentic workflow.
- View Filter Settings:
- Access via setting icon in task view
- Ability to create multiple custom views
- Filter by tools and triggers
- Name and save custom views
Benefits
- Reduces noise in task review process
- Improves client review experience
- Creates customizable command center UI
- Simplifies approval and escalation processes
Example Use Cases
- Email Communications View
- Filter for email-related activities (Gmail, Outlook)
- Quick overview of prospect communications
- Streamlined review of email threads
- Research View
- Isolate research-related activities
- Easy validation of prospect research
- Focused view of research reports
Other improvements
Agent Building Improvements
Direct Tool Integration
- New: Add any project tool directly in agent's core instructions
- Previous: Required connecting tools to agent beforehand
- Impact: Streamlined tool integration process
In-Line Tool Creation
- Create new tools directly within agent's core instructions
- Enables "behavior-first" approach to agent development
- Benefits:
- Define agent behavior first
- Perfect logic and flow
- Add technical details later
Fixes
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List view and new messaging integrations
New Agents List View
We've added a new list view for Agents.
Key Improvements:
- 📊 Unified View: Manage all agents in one streamlined view
- 🔍 Enhanced Details: Expand each agent to view connected tools and integrations
- 🔄 Smart Sorting: Order by last run, modified date, or completed tasks
- 📈 Performance Metrics: Track agent productivity.
💡 Pro Tip: Use the "Tasks Done" sorting feature to identify your top-performing agents .
.
Other improvements
🔌 New Messaging Integrations (Teams Plan+)
LinkedIn Integration
Connect your AI agents directly with LinkedIn to streamline your professional networking:
- 🔔 Auto-trigger agents from LinkedIn activities
- 💬 Post comments through your agents
- 🤝 Send connection invitations automatically
- 📱 Initiate new conversations
WhatsApp Personal Integration
Building on our WhatsApp Business success, we're introducing personal account integration:
- 📱 Trigger agents directly from personal WhatsApp
- 💬 Send automated messages
- 🔄 Start new conversations seamlessly
Fixes
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12th August 2024
Our latest release includes an extremely powerful feature for debugging multi-agent systems, that underlines our commitment to being the most advanced agent platform. With Override Mode, you can mock inputs and outputs for all parts of your agent’s system.
Advanced agent debugging with Override Mode
When building advanced multi-agent systems, it’s important that you’re able to test your agents efficiently.
We noticed, when observing our internal agent building squad, that this involves re-running certain tasks over and over as you make tweaks to your agent’s instructions.
This takes up a lot of time and sucks up credits, running through tools that you aren’t even testing. To help with this debugging experience, we’ve built what we call Override Mode!
Override Mode allows you to mock inputs and outputs for any of your tools or subagents. If an output is mocked, the tool or subagent won’t actually run, saving on credits and time!
You can toggle any agent into Override Mode:
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You will be asked whether you want to clone the task into Override Mode, or just continue:
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Note: the same task can’t exist in both normal and “Override” mode. You need to clone a task into Override Mode if you want to mock its inputs and outputs.
Once you are in Override Mode, you can click your settings cog to start configuring your overrides.
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For inputs, we show you a form where you can force inputs to be used by the agent for the tool. This lets you control certain variables in your agents flow, if you are experimenting with something later in its flow.
It also lets you lock in certain testing variables - for example, if you’re testing a “Send email” tool, you may want to always ensure it sends the email to your test email rather than some external email.
For output mocking, you can provide a JSON object. If you mock an output, the tool won’t run and will simply return the mocked output immediately.
You can also set input/output overrides from tools or subagents that have run in your timeline. Click the three dots and set the input or output.
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Also note that in Override Mode, you can set different Approval mode settings that will only take effect in Override Mode.
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If a tool or subagent has mocked inputs or outputs, you will see this in the sidebar on your task view:
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Other improvements
A buttery smooth agent task view
While you’re checking out Override Mode, you may notice that our Task View experience is feeling snappier than ever.
We’ve invested time into the internals of this part of our platform to iron out bugs and make it faster to navigate between tasks.
We wouldn’t usually dedicate an entire changelog section to an optimization like this, but after our work here, the experience of viewing your agent’s tasks feels seriously better.
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Other improvements
- New “Help” buttons with access to our docs
- We’ve migrated our auth to a new provider that should log you in faster
- Warning if you try to exit agent editing without saving
Fixes
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15th July 2024
We’ve made a few key updates to our platform in this week’s release, particularly for power users and expert agent builders!
Iterate on your agent’s tools with better logging
When you are working on a tool for your agent, you will often want to test the tool with inputs that your agent provided it.
Previously you could do this one by one, by clicking on the tool execution and then “Test in tool builder”. However, when wanting to test the tool against a lot of test cases, agent builders found this process extremely time consuming.
We’ve shipped a feature that will make this process much easier! In the “Logs” tab in the Tool Builder, you will now see tool executions from agents.
Click the “Test Input” button and it will prefill your tool with the same inputs that the agent used, making for easy testing!
Other improvements
Mark tasks as done
We are slowly introducing the concept of “completion” for tasks in Relevance. We're starting off by allowing you to mark a task as completed.
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Tasks that are completed will be filtered out of your task lists. In the future, we will allow agents to mark tasks as complete too!
Other updates:
- You can now filter tasks by email tracking opens, if you have used our Send Email tool step with email tracking enabled.
- Fixed a series of bugs with our new login and sign up flow.
Fixes
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26th June 2024
Today’s release is headlined by some exciting upgrades to the agent building experience!
Agent Builder glow up
We’ve overhauled the user experience for building an agent in Relevance, making it easier to find what you need and understand how to customise it.
Everything you previously had access to is there, but just organised within a new sidebar.
For example, we’ve broken up your resources in to three categories: your tools, subagents and abilities. Abilities are built in agent powers, such as task labelling, message scheduling and escalation.
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One of the biggest improvements in experience is a much clearer layout and more breathing room when configuring the tools and subagents you have attached to your agent:
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This update is full of fun touches, such as our new agent avatar selector:
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See before/after when you edit agent approvals
Now you can see a log of what you changed when an agent asks for approval to run a tool, and you update the proposed inputs.
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Note, you can also provide feedback about the agent’s proposed inputs more easily! We are using this data to help fine tune an agent model.
Pause your tasks
We’ve implemented a feature to pause tasks. This means that the task will no longer be able to receive any new messages from yourself, triggers or API.
Note, that this will not stop it finishing what it is currently doing - but gives you a way to stop it from doing anything else moving forward!
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Other improvements
Detach a tool template
A handy feature for debugging and customising your agents: the ability to instantly detach any templated tool attached to your agent.
What do we mean by detach? It will clone the template in to your account, and then add it back to your agent with all the same configuration. Now you own the tool and can customise it!
For example, here we have an agent that has our “Website scraping” tool template attached:
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Click the new detach button and after loading, things will look the same.
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However, this tool now exists in your account and can be customised!
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Fixes
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20th May 2024
New UI for viewing your agent’s tasks
What: We've revamped the task UI to give you an intuitive, clean design for viewing and managing your agent’s tasks.
Why: The UI offers a streamlined layout that reduces information overload and makes it easier to understand what your agents have been working on.
Other improvements
A new sidebar in tool builder
What: A dedicated left sidebar that houses the navigator and your tool's settings in one convenient place.
Why: We’ve made it easier to find and manage your tool settings, while keeping the right sidebar for the advanced tool step settings focused on your selected step.
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Re-arranged your tool step selector
What: We've introduced more logical categories in the "Add Tool Step" dropdown menu.
Why: Now you can easily find the capability you need and discover new step options.
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Access key insights with the Analytics Dashboard [business+ only]
What: A new dashboard for viewing high-level activity and performance of your AI workforce.
Why: Get a real-time pulse on your agents' output across your organization by monitoring their performance and activities.
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Fixes
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6th May 2024
Find anywhere your agent encounters an error
What: We have a new filter type in the Activity Center, where you can filter down to tasks where an error has occurred. This means, at any point, a tool run by the agent or the agent’s LLM errored.
Why: This allows you to identify problem sessions and resolve any issues, or use that as a means of improving your agent.
Other improvements
More detailed task feedback
What: Use the thumbs up or down buttons to give feedback about your agent’s performance in a task. You can leave a comment and add tags.
Why: This does two things:
- It will create a Knowledge table with your feedback, for each agent. You can export this data or use it however you like!
- We will use this feedback data to help fine tune a model that can be used to optimize your agent’s performance. This will be coming later in the year!
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New LLM Models Added to Tool Builder
We've expanded the selection of LLMs available for use in our tool builder, some of which include:
- Llama v3 via Groq
- Claude v3 Haiku
- Openrouter (New Provider)
We've partnered with Openrouter to significantly expand the LLMs you can use. Openrouter is a model hub that provides easy access to a huge range of up to date LLMs.
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Provide a schema for your JSON tool inputs
Want your agents to provide JSON to a tool in more bulletproof way? Add a JSONSchema to the input and this will be communicated to the agent, making sure they pass data through more deterministically. Click the settings cog in the bottom right of the input to set up.
Agent triggers are now open to all
Every use now has access to setting up any agent trigger! This includes integrations like email, Hubspot and Whatsapp - but also you can communicate with your agent via Webhooks or API.
Export/import an agent’s config
There’s now an export and import button for agents, so you can backup/share your agents via your file system!
Advanced inputs for your agent settings
Making a templatized agent? You can now add all input types as settings that you can add to a tool! This includes JSON, number, sentence list inputs and more.
Fixes
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17th April 2024
Enhanced Import and Export for Tools
What: You can now export tools into a .rai file and import them when creating a new tool.
Why: This allows for seamless sharing and backing up of custom tools locally, streamlining collaboration and tool management workflows.
Other improvements
Expanded Step View in Tool Builder
What: The tool builder now offers a full-screen mode for individual steps, giving users more workspace real estate.
Why: This feature is especially useful when working on complex code blocks or lengthy LLM prompts, providing a distraction-free, focused environment for detailed tool development.
Send email tools no longer auto-added by email triggers
What: We've changed the trigger integration behavior - email triggers (like Gmail or Outlook) no longer automatically add a ‘send email’ tool to your agent. Users now manually create their email sending tool.
Why: We've made this change to help avoid confusion and give users enhanced control over their email tool setups.
Kill Switch for Running Tools
What: Users can now access a kill button to cancel the execution of a tool.
Why: This lets you quickly stop a tool from running, helping save wasted credits and time.
Fixes
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11th April 2024
Improved agent task search for faster workflow
What: We've revamped the search engine for agent tasks.
Why: We've implemented a fuzzy search text index on our database. This new system delivers an intuitive and flexible search experience so you can drill down and quickly locate the specific agent tasks you need, streamlining your workflow.
Other improvements
Agent triggers now open to Pro and beyond users
What: We've opened up agent triggers to all Pro and beyond users.
Why: This means you can now easily connect your agent to a wide range of platforms and services, including email, WhatsApp, Hubspot and more. Alternatively, you can use Webhooks to trigger your agent from any supporting platform.
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Fixes
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28th March 2024
More reliable and flexible task labeling
What: You can now add rich descriptions to the the tags you provide to your agents for labeling tasks. This new feature gives you more flexibility and power in instructing your agents on how to use and interpret each tag. You can even set up rules and prompt for specific behaviors like mutual exclusivity, where, for example, using one tag automatically untags another related tag.
Why: This depth of labeling opens up new possibilities for fine-grained task management.
Other improvements
The Peak Menu: quick access in the Flow Builder
What: In the Flow Builder, we've introduced a convenient new "Peak Menu" functionality. When adding tools and subagents to your flow, you can now click on their pills to quickly see information about that tool or subagent. Even better, you can change their settings right from this peek menu, without having to break or reconfigure your existing flow.
Why: This streamlines the builder experience considerably.
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Task termination for 24-hour agents
What: for those running agents in our "24-hour mode," you now have the ability to remotely terminate any of that agent's currently active tasks and clear its entire task queue with one click.
Why: This emergency "kill button" ensures you always maintain control, preventing scenarios where a rogue or malfunctioning agent could waste credits by operating unchecked.
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Fixes
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7th March 2024
Project management for the AI workforce with the new Activity Centre
What: We've overhauled the Activity Centre in our platform, turning it into a centralized hub with real-time dashboards and robust filtering capabilities for all important information about your agents and tasks. This powerful command centre provides an unprecedented level of visibility and control over your AI workforce's activities, making Relevance the world’s first project management platform for AI agent teams.
Why: Managing a team of AI agents can be complex, with numerous tasks, projects, and status alerts to track. The new Activity Centre streamlines this process, letting you to monitor progress, identify bottlenecks, and optimize resource allocation for maximum productivity, all from a single, intuitive interface.
*** This feature is available for business and above users.
Other improvements
More control with Approval Mode
What: When an agent requires permission to run a tool, it will escalate that task request to a human. Approval Mode allows you to seamlessly rotate through all pending approval tasks within the Activity Center.
Why: In a fast-paced environment with numerous tasks requiring approval, efficiency is paramount. Approval Mode enhances productivity by surfacing all pending tasks in one centralized location, eliminating the need to navigate between different pages and minimizing context switching for a smooth approval process.
*** This feature is available for business and above users.
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Easily reference tools and agents in your flow builder and base instructions
What: The new /Menu feature allows you to explicitly reference tools and subagents within the Flow Builder and base instructions. By using a simple slash command followed by the tool or agent name, you can effortlessly incorporate these resources into your workflows.
Why: As your workflows become increasingly complex, efficient collaboration between agents, tools, and subagents is essential. The / menu allows you to effortlessly integrate the necessary resources into your instructions. Behind the scenes, we also optimize the agent's understanding by swapping out tool IDs with exact names it recognizes, ensuring seamless communication and execution of instructions.
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Resync your knowledge
What: We've added a new "Sync" button to your knowledge tables, allowing you to refresh the vector embeddings for new or updated data. Vector embeddings power our knowledge search functionality.
Why: Users were adding or modifying data in their knowledge tables, but had no way to update the corresponding vector embeddings to reflect those changes. By introducing the "Sync" button, we've empowered users to keep their vector embeddings up-to-date with their data. Whether you've added new information to your tables or modified existing data, you can now easily trigger a resynchronization process to ensure that the vector embeddings accurately represent your knowledge base.
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New integrations page: centralized account and API management
What: We've introduced a dedicated Integrations page that serves as a centralized hub for connecting all the accounts and API keys needed for various integrations within our platform. This new page provides an organized approach to managing your integration credentials and settings.
Why: Before, there wasn't a single place to connect accounts and add API keys for integrations. You had to connect your accounts from within individual tools, making the process fragmented and inconvenient. The new Integrations page solves this.
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A new page for custom actions for GPTs
What: We’ve given the custom actions for GPTs section of our tools page a refresh, with more helpful visual guides and an an easier implementation process. You can also now share your custom actions with one-click to post social media buttons, and we’ll give you 1000 Relevance AI credits.
Why: Users who want to leverage the powerful tools they’ve built in Relevance to extend their GPTs capabilities can now do so more easily.
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Introducing the "Pablo" design system
What: We've revamped the platform's visual design with our new "Pablo" system. The sidebar and Agent Task UI have been refreshed with a modern, clean look and feel.
Why: Enhancing user experience is a top priority. This visual overhaul aims to:
- Improve usability and navigation.
- Foster better task management through a focused interface.
- Align with design best practices.
- Reinforce our professional brand identity.
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Fixes
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Release 1.33.0
A new look for the activity page
We are excited to launch a brand new activity page dashboard that gives you visibility into all of the recent work your AI agents are doing. You can view the tasks in progress, pending approvals, and completed work over customizable time ranges - last hour, last week, last 30 days etc. You can also filter and segment the tasks by agent, label, or status to hone in on what's most important. This marks the start of Relevance striving to help you better track, delegate to, and manage your AI workforce.
Key activity page features:
- See all recent tasks from your agents in one place
- Filter by status (in progress, pending approval etc)
- Filter by agent or label
- View aggregated totals of agent work over time
- Track tasks requiring your review and input
A reskinned activity sidebar
In addition to the new page, we've reskinned the activity sidebar. Your notifications and settings are now conveniently accessible here, and we've also added quick access to your most recently used agents, making delegate to them faster than ever.
Other improvements
Find your way with search
We’ve introduced a handy new search functionality that allows you to easily hunt down tasks in seconds, instead of embarking on a scrollventure to locate what you need.
Whether you’re viewing your aggregated tasks in the activity dashboard or digging into a specific agent's workflow, you can now search for tasks using keywords or task properties. Just enter a search query to see matching results.
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Introducing ‘Agent Settings’
There’s new way to centralize your agent configurations for greater ease of management.
You can now define customizable settings like agent names or any other parameter in your system prompt or flowbuilder using curly bracket sytax.
When you save the flow or prompt, you'll be asked to name that setting for later reuse.
Now you can update values in one place instead of digging through prompts and flows to make changes.
This creates a single source of truth for agent details, streamlining updates across templates.
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See tasks in context with better attribution
We've upgraded our activity tracking so when you check your agent’s tasks, you'll see exactly where they came from - whether generated by a specific email, created by a teammate or (if you're in a sub agent) triggered by a parent agent.
For example, tasks from Gmail now display the originating email.
You can follow the full trail of activity - super helpful for understanding complex automations involving multiple agents. We think this will really help you connect the dots and keep humans in the loop as your multi-AI systems get more advanced!
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An update for our API users
We’re bringing API users a new enhancement that aims to make your experience smoother.
Now, you can create aliases for fields in Knowledge tables - this means you can give your them more intuitive names.
When you're using field aliases, you need to stick to the original column names in your API calls. For instance, if you've dubbed a field "Gender details," the API still recognizes it as "Gender" if that was the original name.
For this reason, also we’ve added a hover tooltip to display the original field name.
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Fixes
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Release 1.32.0
Feedback for agents
Thumbs up if an agent response makes your day... thumbs down if something misses the mark.
We've added easy reactions so you can let us know how helpful responses have been.
We'll keep track behind the scenes and your feedback will be crucial once the data can be used to improve the underlying agent model.
With your help, our agents will get smarter and will better understand your needs.
Other improvements
Cut your agent debugging time in half
If you’re tweaking a tricky agent workflow, saving precious time just got easier with our new re-run improvements.
Previously, rerunning tasks required trekking aaaallll the way back to the main agent message.
Now you can simply select any individual tool execution within an agent sequence and hit "re-run" right then and there. This lets you skip ahead to perfecting the step you want without redoing everything prior and whittles down the debugging process.
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Better Integration Setup
We’ve surfaced oAuth integration requirements for tools in the agent settings page.
No more digging through individual tools, cloning them, then connecting the oAuth from inside the tool.
To figure out which connections are missing, you can view any required integrations for your agent at a glance in one centralized location, bringing all external authorization requirements straight to the edit agent page with helpful notifications.
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Fixes
No more vanishing tasks
Went to add a new task for your agent and poof, your list disappeared? Not anymore! We've patched things up so your task sidebar stays full when creating new tasks.
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Release 1.30.0 & 1.31.0
Agent teams & sub-agents
Multi-agent systems often require coordinating groups of agents with specialised roles. We're introducing Agent Teams to make this a reality!
Teams allow you to compose individual agents into a group that can coordinate and work with each other on tasks.
For example, you might assemble a team of agents that specialise in research, content writing and editing to collaborate on a blog post.
To unlock this feature, book a demo with us or upgrade to the business plan and start leveraging the full capabilities of an AI workforce.
Other improvements
Gave our agent editing experience a slick new look
We've reimagined the edit agent interface with a clean, modular layout that makes the set up experience smoother. This huge visual upgrade improves usability by reorganising the panels for more intuitive information hierarchy. Now you can customise more capabilities and build smarter agents with less friction.
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Expanded type system
We’ve made a big enhancement to our tool builder by providing type hints for generated outputs from steps.
As you build custom code steps, our tool builder will now infer the data type based on actual outputs once executed. So if your code outputs a string, we'll indicate that downstream steps should expect a string input.
This improvement makes it easier to connect the different parts of your workflow. Now the system itself helps match up the right pieces as you build your tool. You'll spend less time second-guessing or fixing errors, and can focus on seamlessly linking everything into one unified process. We handle more of the tricky details behind the scenes so you can build smoothly and efficiently.
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Introducing agent "thoughts"
Here's a powerful new capability - your agents can now share the thoughts they have before executing important actions!
Similar to an internal monologue, agents will surface information about key decisions being made under the hood. You'll gain better insights from understanding an agent's state and motivations before it acts.
Thoughts become an invaluable tool when designing agents serving business critical functions, or managing complex logic flows. Debugging feels easier when you can literally peer into an agent's decision making process.
We believe exposing the reasoning behind AI systems promotes transparency and trustworthiness - exciting capabilities in democratising advanced technology.
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Schedule future agent actions
True autonomous assistance means agents that plan ahead, not just respond reactively. We're super excited to introduce scheduled actions - your agents can now make plans and schedule future messages.
Some ways this could be leveraged:
- Schedule follow-up emails to cold sales prospects at optimal send times.
- Plan reminders for upcoming appointments, renewals, latency alerts.
- Build sophisticated recurring alerts, reports, and more.
You can set specific dates and times to control when scheduled messages fire, giving your AI workforce new capabilities to automate complex timed workflows.
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Timestamps
To increase transparency into agent functionality, you can now view precise timestamps showing exactly when any task was initiated within Relevance AI.
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Fixes
Lastly, we've addressed some smaller pain points and bug fixes:
- Better validation when saving public agents using private tools to avoid failures.
- Resolved input focus frustration from common text input boxes losing focus arbitrarily.
- Numerous app speed optimisations, UI refinements, and automation enhancements.
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Better typing for inputs and variables
We have made it easier for users to understand and utilize variables when building or customizing their AI tools. Previously, users would often encounter errors when feeding variables of one type into inputs that required a different type. To address this, we have implemented the following enhancements:
- Clear indication of variables and their types throughout the user interface.
- Highlighting of inputs that require specific variable types.
- Clear error messages with detailed explanations and links to relevant documentation to help users rectify typing mistakes.
Variable menu improvements
The menu now previews the content of all variables, making it easier to work with long-form AI prompts. In response to user requests, the variable menu now dynamically appears underneath the cursor position.
Edit messages in Agent conversations
We are excited to introduce a highly demanded feature for AI agents. Users can now edit previously sent messages within a conversation, and our system will automatically regenerate the rest of the conversation accordingly. This feature greatly simplifies agent usage, allowing for easy debugging, testing, and correction of any mistakes made during conversations.
Other improvements
- Bulk run improvements
Fixes
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Better variable menu
We've made it even easier to configure AI tools with our latest update. Now, the variable menu has an expanded view that shows variables grouped together by their step. Additionally, we display a sample of the variable's value and its data type, such as string or number.
Long-running tools in shareable links
We've listened to your feedback and made significant improvements to our shareable link/embeddable form feature. Previously, it was limited to tools that ran for 60 seconds or less. However, with our latest update, even tools that run for a longer duration can now be used with the public link.
Reskinned Agents
We're constantly working to enhance your experience with our Agents UI, and we're excited to announce a fresh new look for it to address common issues and improve usability.
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Cancel bulk runs
We understand that sometimes you may need to stop long running jobs that are performed across your dataset. That's why we've introduced a new feature that allows you to cancel your bulk tool enrichments in Data tables. With this functionality, you have the power to stop ongoing enrichments, giving you more control over your data processing.
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Other improvements
- Smoother animations
Fixes
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Private chat assistant with access to your chains
Chat is our AI assistant that works like ChatGPT but with a few key benefits! First, none of the data is used for training and the stored history only exists for your benefit. Secondly, you can activate chains that the assistant can use as tools to augment its capabilities. Let's say you've created a chain that can search through your annual reports and answer a question, well now the AI assistant can use that as a tool if you ask it a question about the annual reports. This is all done automatically for you - just activate the chains you'd like for it to be able to access and away you go. Think of it like Plugins in ChatGPT except you can create your own, for your business needs without code.
Other improvements
- Onboarding updated to include better role questions
- Templates can now be searched semantically
- Added categorisation to templates
- Added starter videos to chain builder
Fixes
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Invent apps
Generate automations and AI apps using natural language with our Invent co-pilot. It can help you get started with a simple chain that you can then extend and build into a full-fledged app. Iterate after the first attempt to make it have the right inputs and prompt to meet your needs.
Our first iteration is designed to help you build single-prompt apps. It means that you don't have to copy-paste prompts into ChatGPT each time you want to use them. Instead you can launch an app you can share with your team that has a form to input your prompts.
Other improvements
- Support for executing long-running chains without timing out
Fixes
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New dataset and chain building dashboard
We've launched a new dashboard for our improved chain building experience. We've also implemented datasets and the ability to vectorize columns. Let us know your feedback!
Other improvements
- Templates for building chains in one click
- More warnings around inputs in chains
- Better empty states
Fixes
- Fix overly strict schema of JSON input in chain
- Fix loading templates while not in US region
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The low-code Notebook for building chains
Build and test your LLM chains in our low-code notebook. Drag and drop blocks from our massive library of transformations. Inspired by data-science Jupyter notebooks, run cells individually to test each step of your chain and iterate. One click deployment to API or a shareable form.
Other improvements
- See our chain templates and clone into Notebook
Fixes
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Our SDK for building LLM features in your product
Our SDK is the framework for building LLM powered features and agents. With advanced customization, magical deployment and multi-provider support, Relevance AI makes it easy to integrate large language models into your product.
Check out the documentation to learn more!
Other improvements
- Also shipped some great documentation and examples for the SDK
Fixes
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Ask Relevance for supporting your customers
We've shipped an end-to-end flow for setting up Ask Relevance to enable conversation customer support in your product, trained on your documentation. When setting up a new dataset, simply select the option for Ask Relevance. Alternatively, run the Enable Ask Relevance workflow on an existing dataset.
Other improvements
- Persisting state of your dataset sidebar
- Better UI for creating dataset based on integrations
- Handle PDFs as part of our Interview AI transcript view
- New "Support" option for better in-app support from our team
Fixes
- Fix highlighting for One To Many clustering
- Fix renaming of columns during upload
- Fix copy link for shared dashboards
- Fix "frequency as percentage" toggle in charts
- Fix step ordering on some complex workflows