# Relevance AI Documentation ## Docs - [Create an agent](https://relevanceai.com/docs/agent/agent-configuration.md): How to create AI agents with Relevance - [Agent profile](https://relevanceai.com/docs/agent/customise-agent/agent-profile.md) - [Triggers](https://relevanceai.com/docs/agent/customise-agent/agent-triggers.md) - [Bulk scheduling](https://relevanceai.com/docs/agent/customise-agent/bulk-schedule.md) - [Configure template](https://relevanceai.com/docs/agent/customise-agent/configure-template.md) - [Core instructions](https://relevanceai.com/docs/agent/customise-agent/core-instructions.md) - [Escalate to humans](https://relevanceai.com/docs/agent/customise-agent/escalate.md) - [Flow builder](https://relevanceai.com/docs/agent/customise-agent/flowbuilder.md) - [Give agent tools](https://relevanceai.com/docs/agent/customise-agent/give-agent-tools.md) - [Labelling](https://relevanceai.com/docs/agent/customise-agent/labelling.md) - [Override mode](https://relevanceai.com/docs/agent/customise-agent/override-mode.md) - [Schedule messages](https://relevanceai.com/docs/agent/customise-agent/schedule-messages.md) - [Share your agent](https://relevanceai.com/docs/agent/customise-agent/share-agent.md) - [Subagents](https://relevanceai.com/docs/agent/customise-agent/subagents.md) - [Task template](https://relevanceai.com/docs/agent/customise-agent/task-template.md) - [Introduction to agents](https://relevanceai.com/docs/agent/introduction.md): Introduction to AI agents and building your AI Workforce! - [Agent templates](https://relevanceai.com/docs/agent/templates.md): Use our pre-built AI agent templates - [Add Agents](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/add-agents.md): Adding agents to your Workforce allows you to create powerful multi-agent systems where specialized AI agents work together to accomplish complex tasks. - [Add Conditions](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/add-conditions.md): Conditions in Workforce act as powerful decision-making components that allow you to create intelligent workflows with conditional logic. - [Add Tools](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/add-tools.md): Tools are essential components in your AI Workforce that enable agents to perform specific actions and complete tasks. - [Add Triggers](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/add-triggers.md): Triggers are the starting points that initiate workflows in your AI Workforce. They determine when and how your agents begin their work, serving as the entry points to your entire workflow system. - [Edge Settings](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/edge-settings.md): Edge Settings control how nodes are connected to each other in your AI Workforce. - [Introduction to Nodes](https://relevanceai.com/docs/ai-workforce/build-an-ai-workforce/introduction-to-nodes.md): Nodes are the fundamental building blocks of a workforce in Relevance AI. They represent all the components you can place on your workspace to create automated workflows. - [Quick Start Guide](https://relevanceai.com/docs/ai-workforce/introduction/quick-start-guide.md): Workforce transforms how your agents collaborate by providing a visual canvas where you can design, connect, and monitor teams of specialized agents. - [Agent to Agent Configuration](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/agent-to-agent-configuration.md): Agent to Agent configuration is a powerful capability within Workforce that enables you to create sophisticated multi-agent systems where agents can collaborate, delegate tasks, and work together to solve complex problems. - [Agent to Tool Configuration](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/agent-to-tool-configuration.md): Agent to Tool configuration is a powerful feature within Workforce that enables you to establish connections between your AI agents and the tools they need to complete tasks. - [Approvals and Escalations](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/approvals-and-escalations.md): Approvals and escalations are essential components of Workforce that ensure your AI agents operate with appropriate oversight and can effectively handle situations requiring human intervention. - [Communication](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/communication.md): Communication is a fundamental aspect of Workforce that defines how agents interact with each other within your AI workforce. - [Condition to Tool Configuration](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/condition-to-tool-configuration.md): Condition to Tool connections in Workforce allow you to create intelligent workflows that execute tools only when specific conditions are met. - [Tool to Tool Configuration](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/tool-to-tool-configuration.md): Tool to Tool configuration is a powerful feature in Workforce that allows you to connect tools directly to other tools, creating automated workflows without requiring agent intervention. - [Trigger to Agent Configuration](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/trigger-to-agent-configuration.md): Connecting triggers to agents is a fundamental aspect of building effective AI workforces in Relevance AI. - [Workforce Task View](https://relevanceai.com/docs/ai-workforce/workforce-features-and-capabilities/workforce-task-view.md): The Workforce Task View provides a centralized interface for monitoring, managing, and interacting with your AI workforce. - [Get started](https://relevanceai.com/docs/get-started/introduction.md): Relevance AI is the home of your AI Workforce. - [Agents](https://relevanceai.com/docs/get-started/key-concepts/agent.md): Automate tasks with AI agents - [API keys](https://relevanceai.com/docs/get-started/key-concepts/api-keys.md): Use your own API keys - [Knowledge](https://relevanceai.com/docs/get-started/key-concepts/knowledge.md): Give your agents context - [Tools](https://relevanceai.com/docs/get-started/key-concepts/tools.md): Give your agents tools to complete tasks - [Plans and credits](https://relevanceai.com/docs/get-started/plans.md): Different user plans at Relevance - [System quotas](https://relevanceai.com/docs/get-started/system-limits.md): Maximum system resource allocations - [Add Integrations](https://relevanceai.com/docs/integrations/add-integrations.md): Integrations transform your AI agents into powerful workflow automation tools by connecting them with external services and platforms. - [Freshdesk](https://relevanceai.com/docs/integrations/agent-integrations/freshdesk.md): Interact with your Freshdesk with Relevance. - [Gmail](https://relevanceai.com/docs/integrations/agent-integrations/gmail.md): Interact with your HubSpot CRM with Relevance. - [Google Calendar](https://relevanceai.com/docs/integrations/agent-integrations/google-calendar.md): Connect to Google Calendar from Relevance AI. - [HubSpot](https://relevanceai.com/docs/integrations/agent-integrations/hubspot.md): Interact with your HubSpot CRM with Relevance. - [Outlook](https://relevanceai.com/docs/integrations/agent-integrations/outlook.md): Adding support for recieving and responding to Outlook emails. - [LinkedIn](https://relevanceai.com/docs/integrations/agent-integrations/premium-triggers/linkedin.md): Interact with your LinkedIn account with Relevance. - [Telegram](https://relevanceai.com/docs/integrations/agent-integrations/premium-triggers/telegram.md): Interact with your Telegram account with Relevance. - [WhatsApp Personal](https://relevanceai.com/docs/integrations/agent-integrations/premium-triggers/whatsapp.md): Connect your WhatsApp account to Relevance AI and enable your agents to communicate directly with customers through one of the world's most popular messaging platforms. - [Salesforce](https://relevanceai.com/docs/integrations/agent-integrations/salesforce.md): Interact with your Salesforce CRM with Relevance. - [Whatsapp for Business](https://relevanceai.com/docs/integrations/agent-integrations/whatsapp-for-business.md): Interact with your WhatsApp Business account with Relevance. - [Zoominfo](https://relevanceai.com/docs/integrations/agent-integrations/zoominfo.md): Interact with your Salesforce CRM with Relevance. - [Email warmups](https://relevanceai.com/docs/integrations/integration-use-case/email-warmups.md): Use case: Warm up your email before starting your email marketing campaigns. - [Introduction](https://relevanceai.com/docs/integrations/introduction.md): Connect your AI agents with external tools and services to create powerful, automated workflows across your entire tech stack. - [MCP Server Integration](https://relevanceai.com/docs/integrations/popular-integrations/Model-context-protocol.md): Connect your Relevance AI tools to Claude, Cursor, and other AI clients that support MCP servers. This integration creates a bridge between your Relevance AI workspace and external AI assistants, allowing you to leverage your custom tools across multiple platforms. - [Canva](https://relevanceai.com/docs/integrations/popular-integrations/canva.md): Elevate your visual content creation capabilities with the Canva integration for Relevance AI. - [Confluence](https://relevanceai.com/docs/integrations/popular-integrations/confluence.md): Confluence is a powerful collaboration platform that helps teams organize, create, and share knowledge. - [Google Sheets](https://relevanceai.com/docs/integrations/popular-integrations/google-sheets.md): Connect to Google Sheets from Relevance AI. - [Notion](https://relevanceai.com/docs/integrations/popular-integrations/notion.md): Seamlessly connect your AI agents with Notion workspaces to automate document creation, information retrieval, and workspace management. - [Slack](https://relevanceai.com/docs/integrations/popular-integrations/slack.md): Slack Integration allows you to connect your Relevance AI agents with Slack, enabling seamless communication between your AI workforce and your team's Slack workspace. - [Zoom](https://relevanceai.com/docs/integrations/popular-integrations/zoom.md): Adding support for generating Zoom meeting links - [Remove Integrations](https://relevanceai.com/docs/integrations/removing-integrations.md): Manage your connected services by removing integrations that are no longer needed. - [Knowledge](https://relevanceai.com/docs/knowledge/advanced-knowledge-retrieval.md): Advanced knowledge retrieval - [Knowledge](https://relevanceai.com/docs/knowledge/create-knowledge.md): Our Retrieval Augmented Generation (RAG) solution - [Enrich with tool](https://relevanceai.com/docs/knowledge/enrich-with-tool.md): Enrich your knowledge base with tools - [Find and Use Knowledge](https://relevanceai.com/docs/knowledge/find-and-use-knowledge.md): Knowledge is the foundation of intelligent AI agents in Relevance AI. - [Use Snippets for Quick Access](https://relevanceai.com/docs/knowledge/use-snippets-for-quick-access.md): Snippets transform how you manage shared text across your Relevance AI workspace. - [Security overview](https://relevanceai.com/docs/security.md): Relevance AI is SOC 2 Type II compliant and works with trusted vendors. - [Create a tool](https://relevanceai.com/docs/tool/create-a-tool.md): Create your first tool - [Inputs](https://relevanceai.com/docs/tool/customize-tool/inputs.md): Inputs for tools - [Outputs](https://relevanceai.com/docs/tool/customize-tool/outputs.md): Outputs for tools - [Steps](https://relevanceai.com/docs/tool/customize-tool/steps.md): Steps for tools - [Tool style guide](https://relevanceai.com/docs/tool/customize-tool/tool-style-guide.md): Make tools perform better with agents - [Introduction to tools](https://relevanceai.com/docs/tool/introduction.md): Build tools for AI agents - [Tool Templates](https://relevanceai.com/docs/tool/templates.md): Ready-to-use tools - [Customer support](https://relevanceai.com/docs/use-cases/customer-support.md) - [Enrichment](https://relevanceai.com/docs/use-cases/enrichment.md) - [Lifecycle marketing](https://relevanceai.com/docs/use-cases/lifecycle-marketing.md) - [Prospect research](https://relevanceai.com/docs/use-cases/prospect-research.md) ## Optional - [Community](https://discord.gg/8VHJJrQZMM) - [Developer Docs & SDK](https://sdk.relevanceai.com/)