Regal is a cloud contact center solution that enables efficient management of customer contacts and event tracking. With Relevance AI, you can elevate your customer engagement strategies by leveraging AI Agents to automate and optimize communication across various channels.
Regal streamlines customer interactions across multiple channels, while Relevance AI empowers these processes with intelligent AI Agents that can analyze and act on customer data in real-time.
Intelligent Document Orchestration
The AI Agent seamlessly automates complex document workflows while maintaining compliance and accuracy standards.
Proactive Compliance Mastery
Leverages smart validation to ensure documentation meets regulatory requirements before issues arise.
Dynamic Workflow Adaptation
Automatically adjusts onboarding processes based on real-time customer interactions and requirements.
Relevance AI integrates seamlessly with Regal to enhance your customer contact management and event tracking workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Regal account
- A Relevance AI account with access to the project and datasets you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration between Regal and Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your customer contact and event tracking data. Relevance AI manages API operations (such as creating/updating contacts, tracking events, and managing communication preferences) in the background—eliminating concerns about errors, formatting, or limits.
With automated contact management and event-based tracking, this integration allows for seamless orchestration of multi-channel communications (SMS, voice, email). Built-in validation and type conversion ensure that your workflows operate smoothly, even when data formats vary.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Regal + Relevance AI integration without writing code:
- Start with a clean contact list: Ensure that contact data is accurate and consistently formatted for optimal performance.
- Utilize event tracking: Leverage event-based tracking to gain insights into customer interactions and preferences.
- Connect securely: Make sure to use valid OAuth credentials and confirm permissions are correctly set during integration.
- Test API calls: Validate your API requests with test data to ensure functionality before deploying in a live environment.
- Monitor for errors: Implement error handling to catch and address issues promptly, especially with authentication and data validation.
