Customer support

Relevance AI Documentation

Relevance AI is the home of your AI Workforce.

Introduction

Get started

Relevance AI is SOC 2 Type II compliant and works with trusted vendors.

Security overview

Plans & credits

Plans and credits

System quotas

Introduction to AI agents and building your AI Workforce!

Introduction to agents

Agent templates

Create an agent

Build tools for Agents, AI apps, LLM chains and automations

Introduction to Tools

Ready-to-use Tools designed and maintained by Relevance

Templates

Tool Templates

Getting started with creating my first Tool

Create a Tool

Create a Tool - Step 1

Export Results

Export analysis results

Common Errors

Errors

Frequently asked questions about building Tools

Frequently Asked Questions

Our Retrieval Augmented Generation (RAG) solution

Create knowledge

Knowledge

Give your agents an tools access to knowledge

Access knowledge

Enrich with tool

Advanced

Prospect research

Lifecycle marketing

Enrichment

Adding support for generating Zoom meeting links

Zoom

Interact with your Salesforce CRM with Relevance.

Salesforce

Interact with your HubSpot CRM with Relevance.

HubSpot

Whatsapp personal

Adding support for recieving and responding to Outlook emails.

Outlook

Warmup your email before email marketing campaigns.

Email warmups

Community

Developer Docs & SDK

Sign Up

Log In

Agents

Tools

API keys

Agent profile

Triggers

Core instructions

Flow builder

Give agent tools

Share your agent

Labelling

Schedule messages

Escalate to humans

Subagents

Configure template

Bulk scheduling

Task template

Override mode

To pass data or instruction on how to analyze the data into a Tool

User inputs - Get started

Text input

Long text input

Drop-down

Options drop down

Numeric input

Text list

JSON

JSON list

List of JSON

Input files and extract the texts from them

File to text

Temporarily save your input file on the cloud

File to URL

Table

Checkbox

What are chains?

Hold up! What are “chains”?

Analysis steps applied to the provided data

Tool steps - Get started

Code - Javascript

Code - JavaScript

PDF to Text

Convert PDF to text

Extract Website Content

Knowledge search

Audio/Video to Text

Convert audio/video to text

Insert to dataset

Insert data into a dataset

Split large pieces of text to smaller chunks

Split text

Vectorize the data and perform vector search

Vectorize and search

Vectorize and Search array

Convert data in spreadsheet to their corresponding JSON format

Spreadsheet to JSON

Convert spreadsheet to JSON

Convert a JSON string to its corresponding JSON object

String to JSON

Convert string to JSON

JSON filtering

Filter JSON by fields

Combine entries in an array of string into one string

Combine string array

Combine array of strings

LLMs can be enhanced with your own context and data

Add Knowledge to LLMs

How to apply a Tool to an individual data entry

Single run

Tool execution on individual data entries

How to apply a Tool to all entries in a dataset

Bulk run

Tool execution on the whole data

Running a step only if conditions are met

Conditions

Add conditions to steps

Loops

Add loops to steps

Configure Tools outputs and get them ready for sharing with your team

Output configuration

Configure Tools Output

How to convert a string into other formats

String conversion

Convert string to another format

Setting up Azure OpenAI

How to run async calls for long running tools

Get started

Agents

Tools

Knowledge

Use cases

Integrations

Customer support