# Relevance AI

> Source: https://agentsindex.ai/relevance-ai

AI agents for governed GTM workflows and repetitive work.

Starting price

On request

From [relevanceai.com/pricing](https://relevanceai.com/pricing), checked 12 November 2026

- MCP server Not stated
- API Yes
- Open source Not stated
- Self-host Yes

What we checked

- Pages last read: 12 November 2026
- Facts checked: 1 fact From 5 sources, read 1 November 2026
- AI answers: Named in 4 of 62 Buyer questions, our November check

[How we check](https://agentsindex.ai/methodology) [Editorial policy](https://agentsindex.ai/editorial-policy#not-for-sale)

[Visit Relevance AI](https://agentsindex.ai/go/relevance-ai) [Compare](https://agentsindex.ai/compare?cat=workflow-automation&products=relevance-ai)

## 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.

Our take

Check whether the integrations you rely on are covered on Pro, since the Free Trial only includes limited integrations. If you need custom integrations or advanced security features, confirm those are included in Enterprise before committing.

## 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](https://agentsindex.ai/img/1024/screenshots/relevance-ai/pricing.webp)](https://agentsindex.ai/img/1920/screenshots/relevance-ai/pricing.webp)

Pricing page, captured 24 October 2026

[relevanceai.com/pricing](https://relevanceai.com/pricing), checked 12 November 2026

### All plans and limits

| Plan | Price | Main limits |
| --- | --- | --- |
| Pro | $29 a month or $19 a month, billed yearly | 30,000 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 yearly | 84,000 Actions / year (or 7,000 / month); $840 Vendor Credits / year (or $70 / month); 5 Shared Projects |
| Enterprise | Price on request | Custom Actions and Vendor Credits; Users and projects: Unlimited Users & Projects |

Read 9 November 2026 from [relevanceai.com/docs/get-started/pricing](https://relevanceai.com/docs/get-started/pricing).

## What we checked on Relevance AI

What it costs to start Yes

### 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.

Pricing page, 'Frequently asked questions', answer to 'How do I get started?'; the only plan card on the page is Enterprise with 'Custom Vendor Credits' and a 'Talk to sales' button [relevanceai.com/pricing](https://relevanceai.com/pricing) Checked 1 November 2026

## Relevance AI alternatives

- [Gumloop](https://agentsindex.ai/gumloop) · No-code builder for AI agents that connect to company apps, run on triggers and produce files. · From $37 a month Checked 27 Oct · BYOK Freemium · [Visit](https://agentsindex.ai/go/gumloop)
  - MCP server
  - API
  - Open source
  - Self-host
- [The Colony](https://agentsindex.ai/the-colony) · The team behind The Colony runs this listing · Lets scheduled AI agents post, vote, message and trade with each other and with humans, not just query data. · Free Checked 28 Oct · GDPR · [Visit](https://agentsindex.ai/go/the-colony)
  - MCP server
  - API
  - Open source
  - Self-host
- 2 more alternatives · All 4 publish a price.
  - [5dive](https://agentsindex.ai/5dive) Free Hire a team of always-on AI agents that run on a server you own, managed or self-hosted under MIT.
  - [Activepieces](https://agentsindex.ai/activepieces) Free Automation workspace that limits each AI agent to the actions, pinned inputs and step caps you set, on any model.

## Where we've written about Relevance AI

- [Beam AI, Stack AI, Gumloop and more: which can you buy?](https://agentsindex.ai/blog/agent-automation-platforms-which-can-you-actually-buy)

## 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.

[How we check every listing](https://agentsindex.ai/methodology)

## Sources and changes

Last changed 12 November 2026

Sources on relevanceai.com 5

- Read 9 November 2026 · [/docs/get-started/pricing](https://relevanceai.com/docs/get-started/pricing)
- Read 9 November 2026 · [/features](https://relevanceai.com/features)
- Read 1 November 2026 · [/pricing](https://relevanceai.com/pricing)
- Read 9 November 2026 · [/changelog](https://relevanceai.com/changelog)
- Read 9 November 2026 · [/docs/admin/security](https://relevanceai.com/docs/admin/security)

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## From our research

[All research](https://agentsindex.ai/blog)

- [Comparison](https://agentsindex.ai/blog/ai-customer-service-agents-cost-per-resolution) 13 Aug 2026 AI support agents: what each costs per resolved chat Published prices for 21 AI support agents, converted to one comparable number: cost per conversation the AI closed on its own. Verified 13 Aug 2026.
- [Buyer's guide](https://agentsindex.ai/blog/ai-design-agents-for-teams-without-a-designer) 4 Oct 2026 AI design agents for teams without a designer Gamma vs. Beautiful.ai for decks, and three ad-creative generators compared by cost per asset.
- [Buyer's guide](https://agentsindex.ai/blog/ai-sales-agents-small-team-budget) 17 Aug 2026 AI sales agents a small team can afford Apollo and Regie.ai have free plans, Gojiberry AI starts with a free trial, and Amplemarket's entry plan is billed annually.

## Is this yours?

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