Complete guide to Relevance AI

Getting started

Go to relevanceai.com and create your first agent with the "Invent" option: describe in natural language the role you want it to fill and the expected outcome, and the platform generates an initial starting configuration. You can also clone an existing agent from the Marketplace or build one from scratch with the visual drag-and-drop canvas.

Use cases

Advanced setup

1. The 5 building blocks
   Agents (reasoning), Tools (actions it can execute), Knowledge (business context), Triggers (what kicks off the work), and Workforces (coordination across several agents) — these can be used separately or combined.
2. Persistent memory per agent
   Each agent remembers past interactions with a specific contact or customer, instead of treating every conversation as if it were starting from scratch.
3. Access control and auditing
   Includes role-based access control (RBAC) and audit logging, designed for companies that need to oversee what each agent does and when.

Tips

• Use "Invent" for the first draft of a new agent — it's faster than starting from a blank canvas — then manually adjust whatever doesn't fit.
• Before connecting several agents into a Workforce, test each one separately to make sure it handles its individual task well.
• Take advantage of Marketplace templates (lead qualification, CRM hygiene) instead of building common agents from scratch.
• Check the observability dashboard periodically to catch failures or performance drops in a production agent, not just when you launch it.

FAQ