Overview
Guides
Practical, opinionated walkthroughs for putting Relevance AI to work in the function your team actually runs.
Each Guide takes a real go-to-market or operations function and shows you the shortest path from zero to a working AI implementation. They fork into three persona paths so the walkthrough matches how hands-on your team wants to be — no build, build visually, or build with AI.
Pick a function
Sales
Research, outreach, lead scoring, CRM enrichment, meeting prep.
Marketing
Lifecycle campaigns, content repurposing, campaign analytics.
Customer Success
Account health, QBR prep, renewal and expansion.
Support
Ticket triage, response drafting, knowledge base generation.
Solution Engineering
RFP responses, demo prep, technical discovery summaries.
RevOps
Pipeline hygiene, lead routing, data dedup.
The four levels of AI autonomy
Every Guide climbs the same ladder — from human-led work to self-driving systems.
L1 — Assisted
Human asks, Agent acts, one task at a time. A sharper version of search — single request, single response.
L2 — Copilot
Human kicks off a job, the Agent runs many actions, human reviews output before it ships. The Agent works ahead of you; you stay the gate.
L3 — Autopilot
Events and signals trigger a workforce of Agents that collaborate end-to-end. Humans manage the fleet, not each task.
L4 — Self-driving
Humans set business goals, Agents experiment and optimize autonomously. The system shapes itself against outcomes.
Pick a Guide above to see what each level looks like for your team.