Relevance AI
Relevance AI

We help your CS team spend more time with your customers

From the sales handoff to renewal, each agent owns one customer success task, reads the account before acting, and escalates the judgment calls to your team.

Deal won
  1. 1
    Handoff brief sent
  2. 2
    Intro email sent
  3. Kickoff booked

Customer Transitioner

Hands new customers off from sales to success.

Kickoff call done
Data imported
8 seats activated
Go-live Friday

Onboarding Guide

Drives new customers through every setup step.

Renews · +24%Push multi-yearFlat renewal

Renewal Manager

Tracks renewals and preps the motion early.

Seats
New team
Usage
Sponsor
Upsell

Upsell & Cross-Sell

Spots upsell and cross-sell potential per account.

Can't reset my password
Sent a reset link — you're all set
Ticket resolved

Support Triage

Classifies, prioritizes and routes inbound tickets.

Q2 Review

QBR Prepper

Assembles QBR decks with the metrics that matter.

Usage dipped
  1. 1
    Nudged low-usage users
  2. 2
    Emailed setup guide
  3. Enablement booked

Adoption Tracker

Watches feature usage and nudges the gaps.

72
Apr
55
May
42
Jun
Trigger exec check-in

Churn Risk Detector

Flags at-risk accounts and suggests next steps.

Built for enterprise teams

Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.

Monitoring

Real-time visibility into every agent’s activity, performance, and cost.

RBAC

Control who can use, build, edit, and deploy agents.

Data residency

Multi-region deployment keeps your data within your required geography.

Version control

Full version history on every agent. Roll back to any previous state.

Audit logs

Every action, every decision, every tool call logged and exportable.

Human-in-the-loop

Set approval gates on any action or allow agents to ask questions.

SSO / SAML

Enterprise single sign-on with SAML 2.0. Centralize identity & access.

PII masking

Detect and redact personally identifiable information.

SOC 2 Type IIGDPROTEL & Delta Sharing
KPMG
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

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Autodesk
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."

Allen Roh

Senior Marketing Manager, Autodesk

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Canva
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."

Rob Giglio

Chief Customer Officer, Canva

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"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."

Levi Watters

Partner, KPMG Australia

Read more

Every agent you add shares one stack

These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.

  • Triggered by key events or signalslike Zapier
  • Given access to contextlike Zep
  • Connected to your appslike Composio
  • Access to all LLMslike OpenRouter
  • Performance evaluatedlike Braintrust
  • No-code agent builderlike Dust.tt
  • Coordinated into teamslike CrewAI
  • Chained into multi-step processeslike n8n
  • Kept alive through long-running worklike Temporal
  • Traced at every step of every runlike Langfuse

Put customer success agents to work this quarter

We partner with enterprise teams to take this work off their plate. Agents built with you, proven against your quality bar, and live in weeks.