Relevance AI
Relevance AI
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Every call commitment caught and kept

The Post-call Actioner reads the transcript the moment the call ends, works out what was promised, and does it: notes logged, CRM updated, follow-up sent.

Call ended · Ridgeline discovery
Post-call Actioner

Call just ended. Reading the transcript before anything fades.

Reading the full call transcript12s

Three commitments: you promised pricing and a security one-pager, they promised to loop in their VP Eng.

Logging notes and updating the stage2s

Stage moved to Evaluation. Now the follow-up, with both documents attached.

Drafting the follow-up with pricing and the one-pager6s
Posting the call summary to #deal-room1s
All three commitments are handled. Notes are logged, the deal moved to Evaluation, and the follow-up went out with pricing and the security one-pager attached, referencing their VP Eng intro so the ball is clearly in their court. One watch-item: they asked about data residency near the end, so it is on the next-call agenda.

How it works

Call ended · RidgelineCall ended · Northpeak demoCall ended · Teams syncMeeting wrapped · 4:30pm
Notes logged · stage movedFollow-up sent · 2 attachments3 commitments trackedSummary posted to #deal-room

Triggered when the call ends

The moment a Zoom call wraps, the agent picks up the recording and transcript. No one has to remember to hand it over.

Reads what was actually promised

It reads the full exchange in context, separates genuine commitments from idle questions, and cites the moment each promise was made.

Writes back and follows up

Notes, stage changes and next steps land in the CRM, and the follow-up email goes out with exactly what was promised attached.

Without Relevance

With Relevance

The follow-up goes out that evening, or two days later, or never.

The follow-up is drafted minutes after the call ends, while the conversation is still warm.

Commitments live in the rep’s memory and a transcript nobody rereads.

The agent reads the full transcript and extracts every commitment, on both sides, with the quote behind each one.

Notes get logged in bulk on Friday, thin and from memory.

Notes, next steps and stage changes are written back within minutes, grounded in what was actually said.

The big deals get diligent follow-up. The rest depends on how the week went.

Every call gets the same treatment, whether it was the quarter-maker or the sixth discovery of the day.

Keyword tools flag “pricing” mentions but cannot tell an idle question from a real ask.

The agent reads the exchange in context and acts only on genuine commitments, citing the moment each was made.

Automated “great to chat!” emails go out even when there is nothing to say.

If no commitments were made, the agent logs the notes and holds the send. No filler email.

Held to a quality bar, on every run

Every wrap-up is checked against eval test cases before anything is logged or sent. If a run fails the bar, it never ships.

Post-call Actioner

Pass rate · last 14 days

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

Every commitment traces to a quote96%
Vague promises resolve from context93%
No commitments means no email94%
Stage changes are earned91%

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.

Post-call Actioner
Instructions updated
Tool added
Sales collateral lookup
13 evals added
Every commitment traces to a quoteVague promises resolve from context+11 more
Publish version 4
PDFFollow-up Playbook.pdf240 KB
Handle every call wrap-up the way our team runs it.
Read Follow-up Playbook.pdf. Updated my instructions, added a sales collateral lookup tool, and wrote 12 evals to check every run.
Never send a follow-up that is just pleasantries. If nothing was promised, do not send.
Got it. I added an eval that fails any outbound email carrying no commitment, answer or attachment.
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.

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.

Budget confirmed
Timeline agreed
Legal review pending
Advance to close

Deal Reviewer

Reviews deals against criteria and flags any risk.

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 Post-call Actioner 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.