Relevance AI
Australian platform for AI agents that handle sales and support tasks through more than 1,000 connected apps.
What it does
Relevance AI is a platform where you assemble AI agents without coding and let them work together as a team (a “Workforce”). An agent uses tools – such as a web search, a CRM entry or an email – drawing on more than 1,000 integrations, including Salesforce, HubSpot, Slack, Gmail and Notion. You choose the language model per task, for example GPT, Claude or Gemini. Templates focus mainly on sales: researching leads, preparing for meetings, writing post-call notes into the CRM. Tasks can run on a schedule; from the Team plan upwards, phone and meeting agents are added.
Who it suits
Sales, marketing and support teams that want to hand recurring workflows to agents, and agencies that build such agents for clients.
Data protection for businesses
When creating your account you pick the data region: US, Australia or “EU” located in London, which strictly speaking is in the United Kingdom. It cannot be changed later. According to the vendor, your data is not used for training, so there is nothing to switch off. Relevance AI is audited to SOC 2 Type II. The vendor does not explicitly mention a data processing agreement on its public pages. SSO, role-based permissions and custom deletion policies are only available in the Enterprise plan.
Limits
Billing is based on Actions (every tool run counts) and Vendor Credits for model costs; with heavy use, costs rise quickly. Using your own API keys avoids Vendor Credits. There is no longer a free plan, and payment is by credit card only.