Marketing
Marketing
Put AI Agents to work across the marketing funnel — content, campaigns, analytics — without losing your brand voice.
Marketing teams are stretched across channels. AI Agents take the high-volume execution work — drafting nurture sequences, repurposing content, pulling cross-channel reports — so marketers can spend their time on strategy and storytelling.
Start with a Marketplace template
The Marketplace ships pre-built Agents you can clone in one click. Adapt them to your brand voice, your channels, your funnel. Or build a custom Agent from scratch.
Email Marketing Strategist
Analyzes campaign performance, optimizes subject lines, segments audiences, drafts copy, and plans A/B tests.
Simple Content Repurposer
Paste a YouTube link, podcast episode, or blog URL → get platform-native LinkedIn and X posts drafted in your voice.
Browse the Marketplace
The full catalog of Marketing-relevant Agents — content, social, analytics, lifecycle.
Click Clone Agent on any listing, connect the channels it needs (email, social, web analytics), and run it on real campaign data.
Pick your path
How hands-on do you want to be? Pick a tab — the rest of the page is written for you.
You don’t need to touch the builder. Open the cloned Agent above, ask in plain English, and let it work across the channels it’s connected to.
Sharpen the answers with knowledge
Upload your brand guidelines, tone-of-voice doc, ICP definitions, and messaging frameworks. Every conversation references them — sharper output, no new setup.
Add knowledge
Upload context once. Every conversation references it.
Make it run on its own
When you find yourself drafting the same campaign every month, set a trigger — every new MQL gets the onboarding sequence drafted, every product launch triggers a content repurposing pass. One toggle, no code, no builder.
Triggers
Schedule runs, fire on CRM events, listen to webhooks.
Ready to go further?
When prompting and templates stop being enough — when you want the Agent to follow your brand voice word for word and orchestrate multi-step campaign automation — pick the Build visually tab above.
You’re comfortable in product UIs. You don’t want to wire up an Agent from scratch, but you do want it to sound like your brand and follow your campaign cadence. Open the cloned Agent in the builder and shape every piece.
Connect the tools it needs
Marketing Agents work best when they can read from and write to the systems your team already uses.
- Marketing automation — HubSpot or Marketo for campaigns and lifecycle
- Email — Gmail or Outlook for outbound
- Content & social — Notion, Canva, Slack for content workflows
- Analytics — Google Sheets or your BI tool for performance pulls
See more about Integrations.
Shape every surface
Each piece below changes how the Agent behaves. Run the Agent on a real campaign between every change — small iterations beat big rewrites.
Prompt
Edit the system prompt to match your brand voice, segmentation logic, and approval rules.
Tools
Add or remove the actions the Agent can take — pull campaign data, draft email copy, post to Slack.
Knowledge
Upload brand guidelines, persona docs, top-performing past campaigns. The Agent draws on these whenever it works.
Triggers
Run the Agent automatically — on a schedule, when an MQL enters HubSpot, when a campaign launches.
Alerts
Get notified when CTR drops, when copy fails a brand check, when send caps approach.
Memory
Persistent context across campaigns — past performance, which segments responded to which hooks.
Chain Agents into a workforce
When a single Agent isn’t enough — research the audience, write the copy, schedule the send, post a recap — wire them together on the Workforce canvas.
Build a workforce
Drag, connect, and run multi-Agent pipelines without code.
Test before you trust
Set up evals so brand-voice regressions get caught before they ship to your list.
Evals
Define test cases in the UI. Run them on every change.
Ready to go further?
When clicking through the builder starts to feel slow — when you’d rather have your AI coding assistant build and edit Agents for you, drop into custom Python or JS code blocks, or call Agents from your own app via the SDK — pick the Build with AI tab above.
You already work in an AI coding environment. Clicking through a UI to edit copy guidelines feels slow. Have your AI assistant build, shape, and orchestrate Agents directly from your editor.
MCP & Plugins
Connect your AI coding environment to Relevance AI over MCP. Describe what you want in natural language; your AI assistant reads and writes your Relevance workspace — system prompts, Tools, knowledge, triggers, workforces, evals.
Claude Code plugin
The fastest setup. Install the Relevance AI plugin and build Agents from your terminal.
MCP server
Connect from Claude Desktop, Cursor, VS Code, ChatGPT, OpenAI Codex, or any MCP client.
Agent skills
Clone the skills repo so your coding assistant has built-in knowledge of Relevance patterns.
MCP & Plugins overview
The full reference for what you can do programmatically.
The four levels in marketing
How the autonomy ladder plays out across your funnel:
L1 — Assisted
A marketer asks the Agent for three subject-line options for tomorrow’s drop — the Agent returns options with reasoning.
L2 — Copilot
A marketer asks for a 5-step onboarding sequence for new free-trial users — the Agent drafts all 5, the marketer reviews and queues.
L3 — Autopilot
A new MQL lands in HubSpot — segmentation, nurture-sequence drafting, and Slack alerts to the AE all happen automatically.
L4 — Self-driving
You set the objective — “increase trial-to-paid conversion” — and the Workforce runs onboarding sequences, with subject lines, send times, and CTAs tuned through evals as conversion data flows back.
Zoom into a single use case
Each use case below is a working entry point — clone a template, then run it, shape it visually, or build with AI depending on which tab fit you.
Lifecycle email campaigns
Draft nurture, re-engagement, and onboarding sequences in your brand voice at the moments that matter.
Content creation & repurposing
Turn one asset into blog posts, social snippets, ad copy — without losing the source voice.
Campaign performance analytics
Pull cross-channel reports together; surface what’s working and what isn’t.