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Cloning and Setting up Assistant

Get your AI Assistant up and running in two simple steps.
1

Find Your Assistant

Clone the Assistant from the Marketplace
2

Configure Credentials

Add your API key and settings (some Assistants use direct integrations and don’t need API keys)

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Step 1: Find Your Assistant

  1. Navigate to the Marketplace in Relevance AI
  2. Search for “assistant” in the search bar to view all available Relevance AI Assistants
  3. Look for the platform name with “Assistant” in the title (e.g., “Webflow Assistant”, “Notion Assistant”)
  4. Click the Clone button

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Step 2: Configure Your Assistant

CRITICAL SETUP - Complete this BEFORE first useFor assistants with direct integrations (Notion, Gmail, etc.), you’ll connect your account via OAuth.For API-key assistants (Webflow), you must add your API credentials before using your assistant, otherwise you’ll see authentication errors.
Choose your setup path based on which assistant you cloned:
  • Direct Integrations
  • API Key Setup
For example: Notion, HubSpot, Gmail, Google Docs, Google Slides
Setup Steps:
  1. Go to the Tools tab in your assistant
  2. Click Add account on the integration tool
  3. Sign in with your account (e.g., Google, Notion, HubSpot)
  4. Grant the requested permissions
That’s it! ✓ Your assistant is ready to use.

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Next Steps

View integration-specific guides for detailed setup and examples:

Webflow Assistant

Manage your Webflow site

Notion Assistant

Build databases and pages

HubSpot Assistant

Manage contacts and deals

Gmail Assistant

Manage your emails

Google Docs Assistant

Create and edit documents