Relevance AI
Relevance AI
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No deal keeps a stage it cannot prove

The Deal Reviewer holds every deal to your qualification bar, trusts what the buyer said over what the checkbox claims, and flags what it cannot verify.

Deal moved to Commit · Ridgeline
Deal Reviewer

Ridgeline claims Commit. Checking all six criteria against the evidence.

Reading the deal record and stage history2s
Verifying criteria against call transcripts9s

Budget, timeline and champion all check out with direct quotes. Economic buyer joined the last call.

Confirming paper is with their legal team3s

Contract went to their legal on Tuesday. Security review signed off last week. Six for six.

Posting the review to the deal channel1s
Ridgeline earns its Commit: 6 of 6 criteria verified, each with a quote or artifact attached. Budget was confirmed by the CFO on the May 12 call, paper is with their legal since Tuesday, and the security review is signed. One thing to keep warm: their procurement window closes month-end, so the countersign needs to move.

How it works

Deal moved to CommitDeal moved to EvaluationWeekly review · Thu 4pmManager: “check Northpeak”
Scorecard · 4 of 6 verifiedGap flagged with quoteUnverified marked, not guessedNext step suggested to rep

Triggered by stage changes

Any deal moving stages in Salesforce gets reviewed within minutes of the claim, before it flows into the forecast.

Verifies claims against what was said

It checks every criterion against transcripts and email threads. A checked box without a quote behind it does not pass, and what cannot be verified is marked, not guessed.

Flags land with the rep and the record

The scorecard is written back to the deal, and gaps go to the rep in Slack with the exact quote and a suggested next step.

Without Relevance

With Relevance

Managers deep-dive their top deals in the weekly review. The rest slide by.

Every deal gets inspected against the full criteria the moment its stage changes, not just the ones with airtime.

A checked “budget confirmed” box counts as truth.

The agent verifies each criterion against transcripts and email, and a checkbox without a quote does not pass.

Risks surface when the deal slips, weeks after the signal appeared.

Open legal reviews, hedging champions and missing stakeholders are flagged the day the stage claim is made.

Qualification rigor depends on which manager runs the review.

One bar, applied identically to every deal on every team.

Deal reviews are opinion versus opinion.

Every flag arrives with the quote or artifact behind it, so reviews argue about evidence.

Unverifiable claims get waved through to keep the meeting moving.

What cannot be verified is marked unverified, never guessed in either direction.

Held to a quality bar, on every run

Every review is checked against eval test cases before it reaches the record or the rep. If a run fails the bar, it never ships.

Deal Reviewer

Pass rate · last 14 days

Sampling 2% of live runs · 92% passing this week

Checkboxes are verified, not trusted96%
Every score cites its evidence93%
Unknown is marked unknown94%
Flags are actionable91%

Train your agent like an employee

Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.

Deal Reviewer
Instructions updated
Tool added
Call transcript search
13 evals added
Checkboxes are verified, not trustedEvery score cites its evidence+11 more
Publish version 4
PDFDeal Qualification Criteria.pdf240 KB
Review every deal against our qualification framework.
Read Deal Qualification Criteria.pdf. Updated my instructions, added a call transcript search tool, and wrote 12 evals to check every run.
A checked box is not evidence. Every criterion needs a quote or an artifact behind it.
Understood. I updated the scoring eval, so a criterion passed on a checkbox alone now fails the run.
Teach it something new…
Ask

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

Read more
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

Read more
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

Read more
"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

Team it up with more sales agents

Web
News
Hiring
Funding
New account

Research & Enricher

Researches prospects from live, dynamic sources.

$48k ARR · renews soon
Raised SSO last call
Evaluating 2 competitors
Champion: VP Eng

Pre-meeting Prepper

Surfaces context for reps before every meeting.

Call ended
  1. 1
    Logged call notes
  2. 2
    Sent pricing PDF
  3. CRM stage updated

Post-call Actioner

Logs notes and fires follow-ups after each call.

June
MTWTF345671011121314
Booked · Thu 2pm

Meeting Scheduler

Books qualified meetings into reps’ calendars.

Hi Sarah, saw Ridgeline just closed its Series B. Scaling support headcount fast?

EmailLinkedIn

Outbound Prospector

Personalizes multi-channel prospect engagement.

$1.2M
Commit
$2.0M
Best
$4.8M
Pipeline
Commit call · $8.0M

Forecast Roll-up

Rolls deal signals into a clear pipeline call.

Ridgeline AI

Proposal Builder

Drafts tailored proposals and quotes in minutes.

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 the Deal Reviewer to work this quarter

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