Customer support

Relevance AI Documentation

Relevance AI is the home of your AI Workforce.

Introduction

Get started

Relevance AI is SOC 2 Type II compliant and works with trusted vendors.

Security overview

Plans & credits

Plans and credits

System quotas

Introduction to AI agents and building your AI Workforce!

Introduction to agents

Agent templates

Create an agent

Introduction to tools

Tool templates

Tool Templates

Create a tool

Our Retrieval Augmented Generation (RAG) solution

Create knowledge

Knowledge

Give your agents an tools access to knowledge

Access knowledge

Enrich with tool

Advanced

Prospect research

Lifecycle marketing

Enrichment

Adding support for generating Zoom meeting links

Zoom

Interact with your Salesforce CRM with Relevance.

Salesforce

Interact with your HubSpot CRM with Relevance.

HubSpot

Whatsapp personal

Adding support for recieving and responding to Outlook emails.

Outlook

Warmup your email before email marketing campaigns.

Email warmups

Community

Developer Docs & SDK

Sign Up

Log In

Agents

Tools

API keys

Agent profile

Triggers

Core instructions

Flow builder

Give agent tools

Share your agent

Labelling

Schedule messages

Escalate to humans

Subagents

Configure template

Bulk scheduling

Task template

Override mode

Tool style guide

Inputs

Steps

Outputs

Get started

Agents

Tools

Knowledge

Use cases

Integrations

Customer support