With Relevance AI, you can build highly-skilled agents and multi-agent teams that follow your unique company processes and use your tech stack, much like a human employee would. You can delegate whole or parts of a role to an autonomous AI agent or team of agents, and infinitely scale their impact.

Create an account and add members

Once you’ve signed-up and created a Relevance account, you can add other members to your organisation.

  1. Go to Relevance AI and click ”Sign Up“.
  2. Enter your email and password to create an account, or sign up with your Google account.
  3. Follow the sign-up wizard, which includes choosing the region you want to store you data in.
  4. Click on “Settings” in the hamburger menu.
  5. Click on “Projects” and select the default project, or create a new one for your team.
  6. Click on “Invite user” and enter the email of the member you want to add to your organisation.
  7. Send invite!

Here’s a quick demo of how you create an account and invite team members:

User roles

Members in your organisation can be assigned the following roles: Admin, Editor and Viewer. These roles determine what they can do inside of the platform, and what they can do when using the API.

Create an Agent

Creating agents involves giving the agent information about who they are, what they are capable of and what is expected of them. You can create a brand new agent, or use one of our existing agent templates.

  1. Login to your Relevance AI account (app.relevanceai.com).
  2. Go to the Agents page (in the sidebar).
  3. Click ”+ New” in the top right-hand corner of the page.
  4. Click ”+ Create Agent” under “Blank agent” to create a new agent from scratch.
  5. Give your agent a name, description and optional profile image.

Create your first AI Agent!

Use an agent template

Use one of our pre-built agent team-members to get specific jobs done. Our agent templates are already modelled on, and built by real-world domain experts. You can also customise every single setting and behaviour so that they work for your specific operating procedures.

Try an Agent Template!

Equip your agent with tools

One of our key philosophies is that subject matter or domain experts need to be the ones to distill their skills into agents. The way we do this is through our low-code tools, which you can provide with the same knowledge, tools and inputs as your experts.

  1. Click “Use Agent” underneath the agent you want to equip with tools on the Agents page.
  2. Click the configure agent settings “cog icon” in the top right of your screen.
  3. Click ”+ Add tools” under the “give your agent powers” section.
  4. Search for the tool you want by browsing or keyword.
  5. Click the ”+ Add” below the tool.

In less than 5 minutes, you can create an agent that produces SEO-Optimised FAQs just by equipping them with two of our most popular no-code tools: Google Search and Website Scraping.

Explore our no-code tools!

Create a multi-agent system

Creating a multi-agent teams is just as easy as equipping tools, except this time you equip agents.

  1. Click “Use Agent” underneath the agent you want to equip with other agents on the Agents page.
  2. Click the configure agent settings “cog icon” in the top right of your screen.
  3. Click the “Add agent to team” dropbox in the “Team” section.
  4. Select the agent you want to add to another agent’s team.

Multi-agent teams allow you to really push the boundaries of what is possible with AI Agents. Our flagship multi-agent system Bosh has already generated world-class results for many of our enterprise customers:

+60%

Leads contacted per month

+30%

Faster time to close

+40%

More meetings booked

+10%

Higher win rate

+9%

Faster reply rate

+60%

More cost-effective

Learn more about Bosh!

Run your agent on autopilot

Approval Mode

Approval mode is where you can look over the agents shoulder before it does critical actions. You can specify which critical actions always has to be approved, or what conditions it needs to meet or information it needs to ask for before it has permission to perform that action.

Autopilot Mode

Once you trust that the agent is doing its job exceptionally well, you can put it on autopilot and optionally ask it to escalate to a human when needed. This is what we mean when we say you can grow your business without your headcount.

Scale your AI Workforce

You can create agents so that they mimic and amplify what already works in your team right now. You can mimic the language they use, their workflow behaviours, the way they use tools, their response style and domain expertise. Then, you can inifitely scale hem.

You can scale agents and multi-agent teams up and down to meet demand. Many of our customers experience seasonal fluctuations in demand, with some time periods or regions requiring more support than others.

Start building your AI Workforce!

FAQs