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Relevance AI

AI agents for governed GTM workflows and repetitive work.

What we checked

Pages last read
Facts checked
1 factFrom 5 sources, read 1 November 2026
AI answers
Named in 4 of 62Buyer questions, our November check

What is Relevance AI?

Relevance AI is an AI agent platform for GTM and other high-growth teams that want to automate repetitive work while keeping field experts in control. It centers on AI Agents, AI Workforce, Custom Agent Creation, Integrations, Scheduling, Approvals, Performance Monitoring, and AI-Driven Insights, with a public API for programmatic management.

The platform connects with HubSpot, Salesforce, Slack, Gmail, Google Sheets, Jira, Zendesk, and Intercom, and is used by Canva, KPMG, Autodesk, Lightspeed Commerce, and Qualified. Plans run Free Trial, Pro $49/month, and Enterprise custom.

What does Relevance AI do?

Relevance AI is an AI agent platform for GTM and other high-growth teams that want to automate repetitive work while keeping field experts in control. It helps operators, engineers, sales, marketing, customer support, and research teams build and manage agents that fit existing workflows, with governance and enterprise controls for larger organizations.

The platform centers on AI Agents, AI Workforce, AI Tools, and a no-code builder for custom agent creation. It also includes Integrations, Scheduling, Approvals, Knowledge, Collaboration & Sharing, Chat Embed, Phone Agent, Relevance Chat, Version Control, and AI-Driven Insights.

Relevance AI says it has 100+ integrations and 2,000+ integrations across plans, and customers such as Canva, KPMG, Autodesk, Lightspeed Commerce, Qualified, Freshworks, Rakuten Advertising, Send Payments, and Zembl use it in production.

The company also offers a public API for programmatic agent management, plus enterprise security features like SOC 2 Type II, SSO, RBAC, audit logs, encryption, and flexible deployment.

Why use Relevance AI?

  • Strong enterprise governance with SOC 2 Type II, SSO, RBAC, audit logs, encryption, and flexible deployment.
  • Broad integration surface includes HubSpot, Salesforce, Slack, Gmail, Google Sheets, Jira, Zendesk, and more.
  • Public API lets teams build, customize, and manage agents programmatically instead of only through the UI.
  • Customer stories show production use at Canva, KPMG, Autodesk, Lightspeed Commerce, Qualified, Send Payments, and Zembl.
  • Supports both no-code agent creation and workflow controls like Scheduling, Approvals, and Version Control.
  • Designed for embedded use in existing tools, including Slack, Salesforce, Relevance Chat, and Chat Embed.

Who is Relevance AI for?

  • GTM operations leaders who want agents embedded in sales and customer workflows.
  • Sales engineers who need custom agents for account research and follow-up tasks.
  • Customer support teams who want approvals and escalations around routine requests.
  • Marketing teams who need automated enrichment, reporting, and personalized outreach.
  • Enterprise IT and security teams who need governance, SSO, and auditability.

What are Relevance AI's key features?

Integrations

Connects with 100+ tools, including HubSpot, Salesforce, Slack, Gmail, Google Sheets, Jira, Zendesk, and Intercom, so agents can act inside existing systems.

AI Workforce

Lets teams deploy multiple agents across sales, marketing, support, and operations, turning repetitive work into managed workflows instead of isolated automations.

Performance Monitoring

Tracks agent outcomes and quality so teams can see what is working, compare changes, and improve results over time.

Role-Based Access Control

Limits who can build, edit, and run agents, which matters when field experts and IT share responsibility for automation.

AI-Driven Insights

Surfaces task data and patterns from agent activity, helping teams spot bottlenecks, prioritize follow-up, and improve workflow decisions.

Custom Agent Creation

Builds agents from plain-language descriptions, letting teams tailor behavior to specific sales, support, or operations processes without starting from scratch.

Scheduling

Controls when agents run and how much work they do, useful for recurring tasks like reports, follow-ups, and enrichment jobs.

Approvals

Adds human review points before an agent takes action, which helps teams keep control over sensitive or customer-facing workflows.

What are Relevance AI's use cases?

Sales workflow automation

Sales operations leaders use Relevance AI to automate CRM updates, meeting follow-ups, and account research with AI Agents and Integrations. They can keep reps inside Slack and Salesforce while agents handle repetitive work and surface next actions.

Support escalation handling

Customer support teams use Relevance AI to route routine requests through Approvals and Smart Escalations, then deploy agents in Relevance Chat or Chat Embed for faster responses. The result is quicker resolution without losing human oversight.

Marketing enrichment loops

Marketing teams use Relevance AI to enrich lead data and personalize outreach with Custom Agent Creation and Data Enrichment. They can connect HubSpot, Gmail, and Google Sheets to keep campaign lists current and reduce manual cleanup.

How does Relevance AI work?

  1. Connect your first tools from the Integrations page, starting with systems like HubSpot, Salesforce, Slack, Gmail, or Google Sheets so agents can work inside existing workflows.
  2. Create your first agent in the no-code Invent builder by describing the job it should do, then add Knowledge and Custom Actions for your process.
  3. Set Scheduling, Approvals, and Role-Based Access Control so the agent runs at the right time and only escalates work that needs human review.
  4. Deploy the agent into Relevance Chat, Chat Embed, or connected apps, then use the public API to trigger and manage it programmatically.
  5. Monitor Performance Monitoring, A/B Testing & Analytics, and Version Control to track outcomes, compare changes, and refine the agent over time.

How much does Relevance AI cost?

Prices excluding tax, as Relevance AI publishes them.

  • Free Trial

    Free

    • Basic features access
    • Limited integrations
    • Trial period for features
  • Pro

    $49/month

    • Features
    • Full integrations
    • Performance analytics
    • Custom agent creation
  • Enterprise

    Custom

    • Dedicated support
    • Custom integrations
    • Security features
    • Scalability options
Relevance AI's pricing page

Pricing page, captured

relevanceai.com/pricing, checked

All plans and limits

PlanPriceMain limits
Pro$29 a month or $19 a month, billed yearly30,000 Actions / year (or 2,500 / month); $240 Vendor Credits / year (or $20 / month); Build users and projects: 2 Build Users · 1 Project
Team$349 a month or $234 a month, billed yearly84,000 Actions / year (or 7,000 / month); $840 Vendor Credits / year (or $70 / month); 5 Shared Projects
EnterprisePrice on requestCustom Actions and Vendor Credits; Users and projects: Unlimited Users & Projects

Read from relevanceai.com/docs/get-started/pricing.

What we checked on Relevance AI

What it costs to startYes

What the price counts

Pricing is quote only: the page publishes one Enterprise plan with no figure, custom actions and custom vendor credits, and sends every buyer to sales to settle the plan.

Talk to our sales team to find the right plan for your team. Book a call at relevanceai.com/book-a-demo and we'll help you get set up.

relevanceai.com/pricingChecked

Relevance AI alternatives

Questions about Relevance AI

How much does Relevance AI cost?
Relevance AI gives its price on request. From relevanceai.com/pricing, checked 12 November 2026.
Does Relevance AI have an API or an MCP server?
It has an API.
Is Relevance AI open source, and can you host it yourself?
You can host it yourself.
What have we checked on Relevance AI?
1 fact, under one heading: What it costs to start.
How do we check Relevance AI?
We hold 1 fact on Relevance AI, quoted from 5 pages. Facts last checked 1 November 2026. Price last checked 12 November 2026.

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