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Relevance AI Documentation

Relevance AI is the home of your AI Workforce.

Introduction

Get started

Relevance AI is SOC 2 Type II compliant and works with trusted vendors.

Security overview

Understand different plans at Relevance AI, and learn how to manage your subscription

Plans and credits

System quotas

How to contact Relevance AI support for help and questions

Contact support

How to reach out to our support team

Learn how to share your Workforce with others as a cloneable template

Share your Workforce

Quick Start Guide

Learn how to share your agent with others using different UI options

Share Your Agent

Introduction to tools

Tool templates

Tool Templates

Create a tool

Learn how to share your Tool with others using different UI options

Share your Tool

Knowledge in Relevance AI is a powerful Retrieval Augmented Generation (RAG) solution that enhances your AI agents and tools with relevant context and information.

Our Retrieval Augmented Generation (RAG) solution

Create knowledge

Knowledge

Knowledge is the foundation of intelligent AI agents in Relevance AI.

Find and Use Knowledge

Enrich with tool

Use Tool steps to interact with your Knowledge tables

Knowledge Tool steps

Snippets transform how you manage shared text across your Relevance AI workspace.

Snippets

Use Snippets for Quick Access

Advanced

Connect your AI agents with external tools and services to create powerful, automated workflows across your entire tech stack.

Integrations transform your AI agents into powerful workflow automation tools by connecting them with external services and platforms.

Add Integrations

Manage your connected services by removing integrations that are no longer needed.

Remove Integrations

Customer support

Prospect research

Lifecycle marketing

Enrichment

Agents

Tools

API keys

Plans & credits

Introduction to AI agents and building your AI Workforce!

Introduction to agents

Agent templates

Create an agent

Agent profile

Triggers

Core instructions

Flow builder

Give agent tools

Share your agent

Labelling

Schedule messages

Escalate to humans

Subagents

Configure template

Bulk scheduling

Task template

Override mode

Tool style guide

Inputs

Steps

Outputs

Give your agents an tools access to knowledge

Access knowledge

Adding support for generating Zoom meeting links

Zoom

Interact with your Salesforce CRM with Relevance.

Salesforce

Interact with your HubSpot CRM with Relevance.

HubSpot

Adding support for recieving and responding to Outlook emails.

Outlook

Warmup your email before email marketing campaigns.

Get started

Workforce

Agents

Tools

Knowledge

Integrations

Use cases