Relevance AI
Relevance AI
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Every account, researched like your best rep would

The Research & Enricher reads live sources and hands your team an enriched, sourced record before anyone opens it.

New account · Ridgeline
Research & Enricher

New account just landed. Researching Ridgeline before anyone touches it.

Reading ridgeline.com: product, pricing, customers6s

B2B fintech platform, mid-market focus. Customer logos skew to the segment we win.

Scanning news & press mentions8s

They raised a $30M Series B in May. TechCrunch and the company blog both confirm it.

Pulling headcount & growth from LinkedIn3s

210 staff, up 40% in six months, and the sales team has doubled.

Checking open roles on their careers page4s

Nine open RevOps and sales-ops roles. They are building out exactly the team we sell to.

Verifying the round & investors on Crunchbase2s
Writing the enrichment to the HubSpot record2s
Posting a summary to #new-accounts1s
Ridgeline is enriched and ready to route. They raised a $30M Series B in May, grew to 210 staff (+40% in six months), and have nine open RevOps roles, so I’ve scored intent High, suggested the mid-market playbook, and cited every source on the record.

How it works

New lead · Mera LabsNew account · RidgelineList import · 240 accountsRecord stale · 90 days
Record enriched · 9 fieldsIntent scored · HighEvery field cited to sourceSummary posted to #sales

Triggered by your CRM

The moment a record lands in HubSpot or Salesforce, the agent starts researching. Nothing enters your pipeline unresearched.

Goes as deep as it needs to

It reads the company site, fresh news, funding, and open roles. When the picture does not add up, it keeps digging until it does.

Writes back to your CRM

The enriched record lands back in the CRM: intent scored, every field cited, and left blank rather than guessed when no source confirms it.

Without Relevance

With Relevance

A rep spends 30–45 minutes googling each account before they can work it.

The agent researches the account the moment the record lands, weighs what it finds, and scores intent before anyone opens it.

Data-vendor exports and old enrichment fields go stale within months.

Live sources read at run time, with the agent judging which signals are current: the company site, news, hiring, funding.

Only the accounts a rep has time to research get the full treatment.

Every account gets best-rep-depth research, whether it is the first record of the day or the ten-thousandth.

Enrichment vendors match on company name and quietly attach the wrong Acme.

The agent cross-checks domain, location and headcount to confirm it has the right company, and flags the record when it is not sure.

Research depth depends on which rep did it and how busy they were.

Your best rep’s checklist, applied identically to every record.

Unsourced CRM fields nobody can verify or is willing to act on.

Every field cited to the source it came from, checked by evals.

Held to a quality bar, on every run

Every enrichment is checked against eval test cases written for this exact job before it reaches your CRM. If a run fails the bar, it never ships.

Research & Enricher

Pass rate · last 14 days

Sampling 2% of live runs · 96% passing this week

Matches the right company, not the namesake96%
Funding data cites a primary source93%
No fabricated fields when data is thin94%
Intent scores are backed by cited evidence91%

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.

Research & Enricher
Instructions updated
Tool added
Funding news search
13 evals added
Matches the right company, not the namesakeFunding data cites a primary source+11 more
Publish version 4
PDFAccount Research Playbook.pdf240 KB
Research every new account the way our team does it.
Read Account Research Playbook.pdf. Updated my instructions, added a funding news search tool, and wrote 12 evals to check every run.
Do not count press releases as buying intent.
Got it. I updated the intent-scoring eval, so a run that counts a press release now fails before it ships.
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

$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.

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 Research & Enricher 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.