Relevance AI
by Relevance AI
No-code AI agent builder for sales, marketing, support and ops teams to build and run a multi-agent AI workforce
Relevance AI is a no-code platform that lets non-technical business teams build, orchestrate and evaluate AI agents and multi-agent 'workforces' for sales, customer success, marketing, support and operations. It targets revenue and operations leaders who want specialist agents connected to CRMs and business apps without an engineering team.
Relevance AI is a Sydney- and San Francisco-based platform for building and running AI agents without code, co-founded by co-CEOs Daniel Vassilev and Jacky Koh. Business users assemble agents from tools, knowledge and integrations in a visual builder; the Workforce feature lets domain experts chain agents into multi-agent systems on a no-code canvas, and Invent generates an agent from a plain-text prompt. The platform ships pre-built agents for sales work such as research enrichment, meeting preparation, post-call actions, prospecting, deal review and proposal generation, plus templates for customer success, marketing, HR and support. It is model-agnostic, supporting Anthropic Claude, Google Gemini, OpenAI GPT and other models with automatic routing on cost and performance, and connects to 1,000+ apps including Salesforce, HubSpot, Gong, Slack, Gmail, Snowflake, Databricks and Twilio. Enterprise features include agent evaluations, A/B testing, analytics, SSO, RBAC, audit logs and data residency options, and the company states SOC 2 Type II and GDPR compliance. Since September 2025 pricing splits usage into Actions (tool executions) and Vendor Credits (model costs), with bring-your-own API keys allowed on paid plans. Relevance AI raised a $24M Series B in May 2025 led by Bessemer Venture Partners, with King River Capital, Insight Partners and Peak XV, for $37M total; at that time it reported 40,000 agents created in January 2025 alone. Named customers include Canva, Databricks, Confluent, Autodesk, Freshworks and ThoughtSpot. It competes with Lindy, Gumloop, n8n and Zapier's agent products, positioned toward go-to-market teams building judgment-based, multi-step processes rather than simple rule-based automations.
Head of RevOps or sales operations who wants to deploy specialist AI agents for research, prospecting and meeting prep across the CRM without waiting on engineering.
Business teams build and orchestrate multi-agent workflows connected to their CRM and tools in a no-code builder, with evaluations and governance on enterprise plans.
At a Glance
- Category
- AI Agents & Orchestration
- Pricing
- Freemium, Subscription, Usage-based
- Target Market
- VPs of Sales, RevOps Leaders, Operations Leaders, CIOs
- Deployment
- Cloud-only
- Headquarters
- Sydney, Australia and San Francisco, USA
Key Features
- ✓No-code agent builder
Business users assemble agents from tools, knowledge and integrations visually, so domain experts build automation without engineering support.
- ✓Workforce multi-agent canvas
Chains specialist agents into coordinated multi-agent systems on a visual canvas for multi-step business processes.
- ✓Invent
Generates a working agent from a plain-text description, lowering the barrier for first-time builders to get started.
- ✓Model routing and BYOK
Supports Claude, Gemini, GPT and other models with automatic cost/performance routing, and paid plans can bring their own API keys.
- ✓Evaluations and A/B testing
Enterprise plans include agent evaluations, A/B testing, analytics and tracing to measure agent quality before and after rollout.
- ✓Integrations library
Connects to 1,000+ apps including Salesforce, HubSpot, Gong, Slack, Snowflake and Databricks so agents can read and write business data.
Capabilities
Use Cases
- •Automated account research
An SDR agent enriches inbound leads from web and CRM data and writes a research summary before a rep's first touch.
- •Meeting preparation briefs
An agent compiles account history, recent news and open deals into a brief before each sales meeting, saving rep prep time.
- •Post-call CRM actioning
After a recorded call, an agent extracts next steps and updates the CRM and follow-up tasks automatically for the account owner.
- •Support triage
A support agent classifies incoming tickets from Freshdesk or Zendesk, drafts responses and routes complex cases to the right human team.
Ideal For
Best For
- ✓Sales teams automating account research, lead enrichment and pre-meeting briefs
- ✓RevOps teams running post-call CRM updates and deal-review agents
- ✓Operations teams building judgment-based, multi-step processes across many SaaS tools
- ✓Organisations that want model choice across Claude, Gemini and GPT with bring-your-own keys
- ✓Customer success teams automating account health summaries and follow-ups
Not Ideal For
- ✗Teams that need only occasional AI writing help or simple rule-based automations — Zapier or n8n are cheaper and simpler
- ✗Organisations that require self-hosting or infrastructure control; Relevance AI is a hosted cloud platform
- ✗Buyers who need predictable fixed costs, since the Actions plus Vendor Credits model needs active monitoring and failed tool runs still count as Actions
Deployment
Market Analysis
Pros
- ✓Accessible to non-technical users: reviewers say agents can be set up in minutes
- ✓Broad integration coverage across CRM, email, calendar and data warehouses
- ✓One environment for agents, tools, knowledge and orchestration replaces several point AI tools
- ✓Model flexibility with BYOK avoids lock-in to one LLM vendor
Cons
- ✗Actions plus Vendor Credits pricing needs active forecasting, and failed tool runs still consume Actions (work-management.org)
- ✗Onboarding and documentation described as confusing because the product changes frequently (user reviews summarised by salesforge.ai, a competitor)
- ✗Reviewers cite weak admin/governance controls outside Enterprise and a flat agent list with no folders at scale
- ✗Large price jump from Pro to Team, and multi-agent systems get hard to debug without clear process design
Pricing
Free
$0
- ✓200 Actions/month
- ✓1,000 Vendor Credits (one-time)
Pro
From $19/mo (annual)
- ✓2,500 Actions/month
- ✓$20 Vendor Credits/month
- ✓Bring your own API keys
Team
From $234/mo (annual; $349 monthly)
- ✓7,000 Actions/month
- ✓$70 Vendor Credits/month
Enterprise
Contact for pricing
- ✓Custom Actions and Vendor Credits
- ✓Unlimited agents, users, projects and workforces
- ✓SSO, RBAC and audit logs
- ✓Agent evaluations and A/B testing
- ✓Dedicated account manager
Since September 8, 2025 usage is metered as Actions (each tool execution, including failed ones) plus Vendor Credits (model costs); bringing your own model API keys bypasses Vendor Credits. Top-ups cost $80 per 1,000 Actions and $20 per 10,000 Vendor Credits. The vendor's pricing page now shows only Enterprise with a talk-to-sales CTA; Free/Pro/Team figures come from independent 2026 reviews. SSO, RBAC and audit logs are Enterprise-only.
Security & Compliance
Sources
This page was written from 6 sources, 3 on domains other than relevanceai.com.
Stay Ahead of the Curve
Weekly enterprise AI insights for technology leaders. No spam, no vendor pitches—unsubscribe anytime.
SubscribeRelated Products
Capacity
AI-native customer experience platform: omnichannel AI agents, real-time agent assist and automated QA on one knowledge layer
xpander.ai
Vendor-neutral enterprise AI agent platform with a universal agent harness and Omni, an AI forward-deployed engineer
WSO2 Agent Manager
Open-source control plane for governing AI agents across any framework, model or cloud
Moveworks
Agentic AI assistant and enterprise search for employee IT, HR and finance requests