What it is
Relevance AI is a platform for building an AI workforce of specialist agents: sales agents that research and prospect, others that prep meetings or handle support, and teams of agents that split up the work. You build them without code and connect them to Salesforce, HubSpot, Gmail, Slack and more. Today it's sold mainly to larger companies, with quote-based pricing.
How to use it
- Create specialist agents by describing their task, their tools and when to ask for approval.
- Organize them into teams that hand work to each other: research, qualify and follow up.
- Connect them to your stack: CRM, email, Slack and spreadsheets.
- Use calling and meeting agents to prep meetings and log outcomes.
- Track performance with evaluations and A/B tests.
What it's good for
- A B2B sales team researching every account and prepping context before each meeting.
- A customer success team reviewing at-risk accounts and proposing actions every week.
- An operations team automating repetitive research and data-entry work.
Pros
- Ready-made sales agents for research, prospecting and meeting prep
- Agent teams that coordinate long-running tasks among themselves
- Integrations with Salesforce, HubSpot, Zendesk and more, plus API and MCP
- Evaluations, A/B tests and audit logs for governance
Cons
- No public pricing: the plan on offer is Enterprise, quote-based
- Aimed at mid-size and large companies, not small businesses
- Designing reliable agents takes iteration and testing
