Relevance AI
Relevance AI
HubSpotGmailNotionSalesforce

Nurture that reads behavior, not a calendar

The Lifecycle Marketer decides each contact’s next touch from what they actually did: the right asset when intent shows, a different track when the signal changes, and silence when nothing has.

Viewed pricing twice this week
Lifecycle Marketer

Two pricing views in a week. The queue says she is due the newsletter. The behavior says something better.

Reading her engagement history3s

She is evaluating cost, not browsing content. The ROI case study fits this moment; the newsletter wastes it.

Selecting the ROI case study2s
Sending the tailored email1s
Sent, and deliberately not the newsletter she was queued for. Two pricing visits in a week reads as cost evaluation, so she got the ROI case study with a one-line note referencing her plan tier. If she opens it, the next branch offers a pricing walkthrough call; if she does not, she returns to the standard track without ever knowing she left it.

How it works

Viewed pricing 2×Docs activity spikeCadence touch dueAccount status changed
Tailored email sentSend held · no signalTrack switchedReasoning logged

Triggered by contact behavior

Pricing views, docs activity, status changes and cadence due-dates in HubSpot each start a run, so every touch decision starts from fresh signal.

Matches the message to the moment

The agent reads what the behavior means, weighs it against who the contact is now, and picks the asset that fits, or holds the send when nothing does.

Sends through your channels

Emails go out through your existing sending setup, every decision and its reasoning is logged on the contact record, and skipped sends are recorded too.

Without Relevance

With Relevance

Email 4 of 7 goes out on day 12 because the drip says so, whatever the contact did on day 11.

Each send is chosen from the contact’s latest behavior: pricing views get the ROI story, docs readers get the setup guide.

Every open and click counts the same, so a habitual skimmer looks identical to a genuine evaluator.

The agent reads what the behavior means, not just that it happened, and matches the message to the moment the contact is in.

A contact who became a customer keeps getting the prospect drip until someone notices.

Each run re-reads who the contact is now. New role, new account status or new behavior reroutes the track immediately.

The cadence fires anyway, and "just checking in" trains contacts to archive you.

When nothing has changed and there is nothing worth saying, the agent holds the send. Silence beats noise.

The segments someone had time to build get thoughtful journeys. Everyone else gets the default drip.

Every contact in the database gets a behavior-matched next touch, not just the segments that got designed.

Nobody can say why a contact got the email they got.

Every send carries its reasoning: the signal read, the asset chosen, and the alternative it skipped.

Held to a quality bar, on every run

Every touch decision is checked against eval test cases written for this exact job before anything sends. If a run fails the bar, it never ships.

Lifecycle Marketer

Pass rate · last 14 days

Sampling 2% of live runs · 93% passing this week

Sends match the latest behavior96%
Customers never get the prospect track93%
No-signal contacts get silence, not filler94%
Every send records what it skipped91%

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.

Lifecycle Marketer
Instructions updated
Tool added
Content library search
13 evals added
Sends match the latest behaviorCustomers never get the prospect track+11 more
Publish version 4
PDFNurture Strategy.pdf240 KB
Run our lifecycle touches the way this strategy lays out.
Read Nurture Strategy.pdf. Updated my instructions, added a content library search tool, and wrote 12 evals to check every run.
If a contact’s company becomes a customer, every prospect-track email stops that day, not at the end of the sequence.
Understood. I added an eval that fails any prospect-track send to a contact at a customer account, so conversions reroute the same day.
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 marketing agents

ICP match
Buying intent high
Budget unknown
Outside target region

MQL Qualifier

Scores and qualifies inbound leads against fit.

Does it handle 10k contacts?
Yes — here's a slot to see it live
Demo booked · Thu 2pm

Inbound Engager

Replies to inbound leads instantly and relevantly.

SSO shipped
  1. 1
    Found 12 deals lost on SSO
  2. 2
    Re-engaged Northpeak · $48k
  3. Deal reopened

Old Deal Re-engager

Revives stale and closed-lost deals on new signals.

Blog postLinkedInNewsletterSlack

Content Repurposer

Turns one asset into channel-native formats.

4.2%
Email
2.1%
Search
1.1%
Social
Shift budget to Email

Campaign Reporter

Pulls multi-channel campaign performance.

ai agents12k volHard
ai for cx8k volEasy
support ai5k volEasy

SEO Brief Writer

Researches keywords and writes content briefs.

248 attendees
112 hot leads
Emailed hot segment
18 demos booked

Event Follow-up

Segments attendees for targeted post-event outreach.

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 Lifecycle Marketer 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.