
Relevance AI
Changed focus: enterprise only, sales led pricing
Platform for building and running AI agent workforces (e.g., BDR, research agents) with tools, triggers and 2,000+ integrations.
Best for Enterprises deploying multi agent sales and ops workforces
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What it does
Relevance AI is a platform designed to create and manage teams of autonomous AI agents. Users supply their operational playbooks, business data, and integrations to generate automated workflows that research leads, prepare briefs, and execute post call tasks. It is intended for enterprise sales, customer success, marketing, and operations teams seeking to automate business tasks.
Read more: 4 features and how people use themShow less
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Visual canvas builder
Lets you design and organize agents, tools, and human approvals using a drag and drop visual workflow.
Use caseA sales manager maps out an automated lead qualification flow by arranging agent steps and approval checkpoints on screen.
From relevanceai.com -
Invent AI builder
Generates prompts, custom tools, and quality evaluations automatically from plain language descriptions.
Use caseA support lead describes a support ticket sorting system in plain words to generate prompts and test cases.
From relevanceai.com · image from Relevance AI -
Agent evaluations
Tests agent outputs against specific quality criteria before sending data or taking actions in downstream systems.
Use caseAn account executive verifies that account summaries and funding citations match source documents before updating records.
From relevanceai.com · image from Relevance AI -
MCP developer integration
Enables software engineers to build agents, link contextual knowledge, and execute test evaluations directly from coding environments.
Use caseAn engineer creates new agent tools and runs tests directly within Cursor or Claude Code.
From relevanceai.com
Written from Relevance AI's own website, checked . Each feature links to the page it comes from; images are Relevance AI's own.
Every plan
| Plan | Monthly | Billed yearly | Per | What it includes |
|---|---|---|---|---|
| Enterprise | Not listed | Not listed | per account | contact sales; unlimited agents, tools, users, projects and workforces; custom Actions and Vendor Credits; calling & meeting agents; SSO/RBAC/audit logs |
From Relevance AI's own pricing page, checked . Prices are in US dollars per month; "billed yearly" is the monthly price when you pay for a year up front. A few figures (often the yearly price) are derived rather than printed on the page.
Before you pay
- How to cancel
- An organization admin cancels by clicking Manage plan at the bottom of the platform and then clicking Cancel subscription twice.
What Relevance AI says
Click ‘Manage plan’ at the bottom of the platform 2. Click ‘Cancel subscription’ 3. On the pop up that opens, click ‘Cancel subscription’ _again_ to make sure the cancellation goes through
Source page - Cancel online yourself
- Yes
What Relevance AI says
You can easily cancel your subscription if you are an organization admin by following this tutorial: 1. Click ‘Manage plan’ at the bottom of the platform 2. Click ‘Cancel subscription’
Source page - Renews automatically
- Yes
- Unused credits roll over
- Partial
What Relevance AI says
Vendor Credits rollover: All Vendor Credits roll over indefinitely while you’re subscribed. Actions rollover: Actions included in your plan will reset to your plan’s default amount at each renewal.
Source page - Failed generations cost credits
- Yes
What Relevance AI says
Actions are charged when you run a Tool, or when your Agent / Workforce runs a Tool. If the Tool fails, this will still count as one Action.
Source page - SOC 2
- Yes
What Relevance AI says
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in. SOC 2 GDPR
Source page - GDPR
- Yes
What Relevance AI says
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in. SOC 2 GDPR
Source page - Support
- In app chat, email, community, phone (dedicated staff calls for Enterprise; Harley AI phone agent for Free to Team), dedicated Slack channel (Enterprise)
What Relevance AI says
There are three ways to get support, either from our team or from fellow customers. Relevance AI Community In app chat ticket support Email support Phone support
Source page
Only what Relevance AI's own pages state, with the quote behind each answer. Anything they don't publish is left out rather than guessed.
Getting started with Relevance AI
- Build your AI agents using Invent from a description, cloning a pre built agent from the Marketplace, or starting from scratch.
- Equip your agents with tools built in the no code tool builder to perform actions like sending emails, updating CRMs, or searching the web.
- Add knowledge by uploading files or syncing data from Google Drive, SharePoint, Notion, or websites.
- Connect multiple agents together on a visual canvas into workforces to manage complex workflows and handoffs.
- Set guardrails, escalations, approval workflows, and triggers before deploying your workforce.
Tips
- Bring your own API keys (BYOK) to bypass Vendor Credits entirely while keeping them available as a fallback.
- Set usage alerts to receive email notifications when your action and credit usage hits a specified threshold.
- Use the keyboard shortcut CMD + K or click 'Ask for Help' in the bottom left sidebar to quickly reach AI or support chat.
Written from Relevance AI's own help pages: relevanceai.com/docs/get-started/introduction · relevanceai.com/docs/get-started/subscriptions/plans · relevanceai.com/docs/get-started/support
Relevance AI video tutorials
Independent creators on YouTube, not Relevance AI or us. The video loads from YouTube only when you press play.
Questions people ask about Relevance AI
Is Relevance AI free?
No. Relevance AI has no free plan.
How do I cancel Relevance AI?
An organization admin cancels by clicking Manage plan at the bottom of the platform and then clicking Cancel subscription twice. Source
Do unused Relevance AI credits roll over?
Partly: some unused credits carry over, with limits. Source
Does Relevance AI charge credits for failed generations?
Yes, credits are used even when a generation fails. Source
Does Relevance AI have an API?
Yes.
How many Vendor Credits and Actions do I have left?
You can view your remaining Actions and Vendor Credits in the bottom left of Relevance AI via the credits counter. Source
Can I set usage alerts for multiple users or projects?
Yes, usage alerts can be set for multiple users and across multiple projects on all plans. Source
Do you use AI Agents in your support process?
Yes, Relevance AI uses AI Agents across support, with varying levels of human and AI assistance based on subscription tier. Source
What happens if a tool run fails?
A failed tool run still counts and is charged as one Action. Source
Works with
- Integrations
- Slack, Salesforce, 0CodeKit, 10,000ft by Smartsheet, 10to8, 123FormBuilder, 15Five, 1CRM, 1msg, 21RISK
Where this came from
Plans, prices and limits were copied from Relevance AI's own pages and the other sources listed, then checked .
- relevanceai.com/pricing
- relevanceai.com/docs/get-started/subscriptions/plans
- relevanceai.com/docs/security
- usecarly.com/blog/relevance-ai/
- layer3labs.io/guides/relevance-ai-pricing
- relevanceai.com
- relevanceai.com/docs/get-started/support
- relevanceai.com/docs/admin/project-management/usage-alerts
- relevanceai.com/docs/admin/system-limits
- relevanceai.com/docs/admin/subscriptions/new-pricing
- relevanceai.com/docs/admin/project-management/change-project-and-org-name
- relevanceai.com/integrations
How we collect prices and rank tools · Is something wrong? Correct this listing
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