Sales
Sales
Put AI Agents to work across your sales pipeline. Start wherever you are — Relevance grows with you.
Hand the research, prep, and outreach grind to AI. Spend your time on the conversations that close deals.
Start with a Marketplace template
The Marketplace ships pre-built sales Agents you can clone in one click. They’re the starting point for every path below — run them as-is, shape them in the builder, or hand them to your AI coding assistant. Or skip the templates and build a custom Agent from scratch.
Sales Researcher
Builds detailed call-prep briefs covering company, contacts, news, and pain points.
LinkedIn Outreach & Follow up
Writes personalized connection requests and follow-ups based on prospect research.
Browse the Marketplace
The full catalog of pre-built Agents across every use case and vertical.
Click Clone Agent on any listing, then connect the integrations it needs (CRM, email, web search). Run it on a real account to see it work.
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 integrations it’s connected to.
Sharpen the answers with knowledge
Upload ICP definitions, personas, and battle cards. 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 asking for the same thing every day, set a trigger on a cloned Agent — research every new lead, draft a brief before every meeting. 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 team’s exact playbook word for word — 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 team and follow your process. Open the cloned Agent above in the builder and shape every piece.
Connect the tools it needs
Sales Agents work best when they can read from and write to the systems your team already uses.
- CRM — HubSpot or Salesforce for account data and activity logging
- Email — Gmail or Outlook for sending outreach
- Prospecting — Apollo or ZoomInfo for contact and firmographic data
See more about Integrations. Start with your CRM and one outreach channel; add the rest as the workflow grows.
Shape every surface
Each piece below changes how the Agent behaves. Run the Agent on a real account between every change — small iterations beat big rewrites.
Prompt
The system prompt is the Agent’s playbook. Edit it to match your tone, your qualification criteria, your escalation rules.
Tools
Add or remove the actions the Agent can take — search the web, query your CRM, send emails, run another Agent.
Knowledge
Upload ICP definitions, personas, battle cards, product one-pagers. The Agent references these whenever it works.
Triggers
Run the Agent automatically — on a schedule, when a CRM record updates, when a webhook fires.
Alerts
Get notified when the Agent hits a threshold or runs into an issue. Use the prompt to instruct it which cases to flag for human review.
Memory
Give the Agent persistent context across conversations — past interactions, account history, learned preferences.
Chain Agents into a workforce
When a single Agent isn’t enough — research, then enrich, then write outreach, then send — wire Agents together on the Workforce canvas.
Build a workforce
Drag, connect, and run multi-Agent pipelines without code.
Test before you trust
Once you’re shaping prompts and tools, set up evals so you catch regressions before customers do.
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 a system prompt 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 sales
How the autonomy ladder plays out across your pipeline:
L1 — Assisted
A rep asks the Agent before a call — “research Acme Corp” — and gets a brief back.
L2 — Copilot
A rep asks for 12 personalized LinkedIn messages — the Agent drafts all 12, the rep approves and sends.
L3 — Autopilot
A new lead lands in HubSpot — research, enrichment, outbound, and CRM logging all happen automatically. The rep sees the result, not the queue.
L4 — Self-driving
You set the objective — “increase qualified meetings from inbound” — and the Workforce researches, enriches, drafts outbound, and logs to the CRM, with its copy and qualification thresholds tuned through evals as results flow back.
Zoom into a single use case
Each use case below is a working entry point — clone the template, then run it, shape it visually, or build with AI depending on which tab fit you.
Prospect research
Automate company and contact research before calls.
Personalized outbound
Generate tailored emails and LinkedIn messages at scale.
Lead scoring
Qualify and prioritize inbound leads automatically.
CRM data enrichment
Keep CRM records accurate and complete.
Meeting briefs
Generate structured call prep for every meeting.
Competitive intelligence
Monitor competitors and surface insights for reps.