Relevance AI
Relevance AI
HubSpotSalesforceLinkedInSlack

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, so reps work a warmer, better-segmented book.

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

Reopened · closed-lostNew 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, news, funding and open roles, then your own systems: past calls, emails and closed-lost notes a data vendor never sees. If the picture does not add up, it keeps digging.

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 loses a day or more each week scouring LinkedIn and the web before they can work their accounts.

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

A data vendor sells you a database that is accurate only until its next refresh, and thin the moment you leave the big English-speaking markets.

Just-in-time research at run time from the sources that are actually current, LinkedIn, the company site, news and funding, so the record is true today and coverage holds up in smaller markets too.

Data vendors only know the public web, so what your team already learned on calls and in closed-lost deals stays buried.

The agent also reads your own systems, call notes, email threads and past deals, and attaches the context no aggregator can sell you.

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, or the wrong entity inside a group.

The agent cross-checks domain, location and headcount to confirm the right company, and rolls subsidiaries up to the parent account by your rule rather than a vendor’s guess.

A plug-and-play tool runs one rigid recipe, and your edge cases, parent-child accounts and niche ICP rules, are the ones it gets wrong.

You encode exactly how your best researcher qualifies, edge cases and all, and edit it in plain English as your ICP and market shift, without waiting on a vendor to bend a template.

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.

Reps work thin, stale records, so good-fit accounts sit unworked next to bad ones and segmentation is guesswork.

Every account arrives scored and segmented on current evidence, so reps spend their hours where deals actually convert, and routing and forecasting run on clean data.

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
92959890

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

Matches the right company, not the namesake
96%
Subsidiaries roll up by your hierarchy rule
93%
Known accounts are matched to their history, not treated as new
87%
Funding data cites a primary source
91%
No fabricated fields when data is thin
96%
Intent scores are backed by cited evidence
93%

Shaped by your team, not a template

Experts and engineers tune Research & Enricher to your playbooks. Every change ships through the same evals.

Drag and drop

Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.

Drag and drop

Compose agents and workforces on a visual canvas. Drag in agents, tools, and approvals in a flow anyone on the team can read.

Build with AI

Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.

Build with AI

Describe the agent in plain language and Invent builds it: the prompt, the tools, and the evals to prove it works.

Build with MCP

Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.

Build with MCP

Engineers drive the same platform from Claude Code, Codex, or Cursor. Create agents, link knowledge, and run evals over MCP.

Built for enterprise teams

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

AICPASOC 2TYPE II
SOC 2
GDPR
GDPR

Security & data privacy

  • Data residency
  • PII masking
  • Audit logs
  • No training on your data

Access & controls

  • Role-based access control
  • SSO / SAML
  • Human-in-the-loop approvals
  • Version control

Monitoring & oversight

  • Real-time monitoring
  • Full agent tracing
  • Cost visibility
  • OTEL & Delta Share export
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
  • 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.