No-code AI platform for building and deploying custom AI workflows and agents
Relevance AI is a no-code platform for building, training, and deploying AI workflows and autonomous agents.
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AI Editor ApprovedApproved and published by our AI Editor-in-Chief after full panel analysis.Relevance AI is a no-code platform for building, training, and deploying AI workflows and autonomous agents through a visual, drag-and-drop interface. Users assemble custom agents, including prebuilt BDR, inbound qualification, research, and customer support agents, chain skills together, add custom Python code blocks, and connect more than 1,000 app integrations. SOC 2 Type II and GDPR compliance apply on every plan, with SSO, RBAC, data residency, version control, and monitoring dashboards with evals available. A free plan exists, and paid pricing starts at $19 per month for Pro, which includes a bring-your-own-LLM option, before a jump to Team at $234. TopReviewed's six-seat AI review panel scored it 7.2/10, praising a production customer roster spanning Canva, Databricks, and KPMG while noting that Pro's 2,500 monthly actions are consumed quickly by multi-step agents. It fits GTM and RevOps operators piloting agent workflows without writing code.
Relevance AI is a no-code artificial intelligence platform that enables users to build, deploy, and manage AI workflows and autonomous agents without programming knowledge. The platform provides a visual workflow builder where users can create custom AI solutions by connecting different AI models, data sources, and business applications through a drag-and-drop interface.
The platform targets business users, marketers, sales teams, and operations professionals who want to leverage AI capabilities without technical expertise. Users can create AI agents for tasks such as lead qualification, content generation, data analysis, customer support automation, and research assistance. The platform supports integration with popular business tools and can work with various AI models including large language models.
Key capabilities include workflow automation, multi-step AI processes, data integration, custom agent creation, and team collaboration features. Users can deploy their AI solutions as chatbots, API endpoints, or automated workflows that run in the background. The platform also provides analytics and monitoring tools to track the performance of deployed AI solutions.
Relevance AI competes in the growing no-code AI automation market alongside platforms like Zapier's AI features, Microsoft Power Platform AI Builder, and other workflow automation tools. It differentiates itself by focusing specifically on AI-powered processes rather than general automation, offering pre-built AI templates and providing enterprise-grade deployment options for businesses looking to scale their AI implementations.
A pre-built AI BDR agent that handles outbound and inbound sales tasks.
Allows GTM engineers to build and control agents programmatically using MCP-compatible copilots such as Claude Code, plus APIs and webhooks.
Enables building and running teams of coordinated agents that work together on shared goals using a no-code builder.
Defines pass/fail quality criteria that agents must meet before shipping, and continuously monitors agent performance in production.
Equips agents with tools, event-based triggers, and knowledge sources to perform tasks and respond to changes.
Lets domain experts build and configure specialist AI agents without writing code.
Provides pre-built templates for agents and tools that users can adapt for their own workflows.
Connects agents to CRMs, email, messaging, and databases such as HubSpot, Salesforce, Gmail, Slack, Google Drive, and Notion.
Provides role-based access control, human-in-the-loop approvals, audit logs, and version control with rollback for managing agents at scale.
Allows data to be stored and processed in specific geographic regions to meet compliance requirements.
Meets SOC 2 Type II standards for security and data handling practices.
Supports single sign-on authentication and masks personally identifiable information to protect sensitive data.
Entry-level tier for individuals to try building agents
Above the free tier, Relevance AI publishes Pro at $29/month for 2,500 actions and Team at $349/month for 7,000 actions, both around a third cheaper on annual billing. Enterprise sits above them with unlimited agents, tools and users, SSO, RBAC, audit logs and a dedicated account manager, and is quoted by the sales team.
Canva, Databricks, KPMG, and Lightspeed are already running production agents on Relevance AI.
“Relevance AI raised a $15M Series A in December 2023 and ships named agents like Bosh the SDR on a $19/month Pro tier. The decision is whether brand-name logo proof holds as Lindy and OpenAI's Operator squeeze the AI-employee category.”
Canva, Databricks, KPMG, Lightspeed, and Autodesk are running production agents on Relevance AI. That's a buyer roster the board recognizes. King River Capital led a $15M Series A in December 2023 on the back of it.
Sydney founders Daniel Vassilev and Jacky Koh shipped a no-code AI Workforce builder with named agents — Bosh the SDR is the headline pitch. The Pro tier is $19/month with 30,000 actions per year, and SOC 2 Type II ships on every plan including Free. 2,000+ integrations and Bring Your Own LLM keep the lock-in story manageable.
But Lindy raised $50M from Menlo and Coatue for the same AI-employee pitch, and Operator is OpenAI's own house bet. The tradeoff is brand-name customers today against a category about to get squeezed by foundation-model vendors. Pilot Bosh on inbound qualification for one quarter. Don't standardize the GTM org on it yet.
Lindy at $50M raised and OpenAI's Operator are pitching the same AI-employee category with deeper capital and distribution.
Canva, Databricks, KPMG, Lightspeed, and Autodesk as reference customers protect the buying committee narrative.
Pre-built Bosh agent and 2,000+ integrations on the $19/month Pro tier shorten the pilot-to-production path.
Named pre-built agents like Bosh fit GTM teams looking to delegate SDR and inbound qualification without rebuilding workflows.
King River Capital led a $15M Series A in December 2023 with Insight Partners and Peak XV — credible 36-month runway but thin against Lindy.
GTM operators piloting AI agents on inbound qualification.
Buyers standardizing a full AI workforce on one vendor today.
Named agents are the wedge, but Salesforce Agentforce and Microsoft Copilot Studio shape the 3-year squeeze.
“Relevance AI bets on named role-based agents — Bosh the SDR, the BDR, the Recruiter — as employee replacements, not workflow steps. The 3-year catch is bundled incumbents like Salesforce Agentforce that ship agents inside seats customers already buy.”
Named agents — Bosh the SDR, Bosh the BDR — is the wedge. Generic 'AI assistant' got commoditized in 2024; vertical role-replacement didn't. For a VP Sales sizing a 3-year bet, Relevance AI's frame is workforce, not workflow — agents you hire, not steps you wire.
The AI Workforce Builder, SOC 2 Type II compliance, and the SuperGTM AI Teammate that joins calls and sits in CRM at $19/month Pro signal where this is going — named seats with delegated tasks, not Zapier-shaped flows. Bessemer led the $24M Series B in May 2025; SafetyCulture, Airwallex, and Qualified are deployed.
But the 3-year squeeze is bundled incumbents. Salesforce Agentforce ships inside the seat the SDR already pays for, and Microsoft Copilot Studio rides the Office contract. Lindy's generic agent canvas competes from below. Relevance AI's craft ceiling is the role-specific persona library — defend that, or get bundled away.
Sandwiched between bundled giants above and Lindy-style generic canvases below — the named-agent wedge is real but narrow.
Purpose-built for GTM operators with SDR, BDR, Inbound Qualification, and Research Agents as first-class roles.
Over 2,000 app integrations, Bring Your Own LLM on Pro, and SOC 2 Type II coverage land the enterprise hygiene.
Bundled-incumbent risk from Salesforce Agentforce and Microsoft Copilot Studio caps the 3-year ceiling.
Named role-based agents like Bosh the SDR show craft beyond generic "AI assistant" framing.
Heads of Sales or Ops who want named role-based agents instead of workflow builders.
Teams already standardized on Salesforce or Microsoft 365 with Agentforce or Copilot Studio access.
SOC 2 on the Free tier and a published $19 Pro make this a clean procurement story.
“Free includes 200 Actions and SOC 2 Type II coverage, which most no-code agent vendors gate at Enterprise. Pro lands at $19/month annual with 2,500 Actions and $20 in vendor credits — Lindy's comparable Starter is $19.99 for 2,000 task credits, one meter not two.”
SOC 2 on Free is unusual. Free ships 200 Actions monthly with $2 vendor credits and full SOC 2 Type II plus GDPR coverage. Most competitors gate compliance behind sales. Lindy's Free tier delivers 400 credits but no audited SOC 2 footprint on the public plan.
The dual-meter is the catch. Since the September 2025 repricing, Actions track agent activity and Vendor Credits track LLM spend separately. Pro at $19/month annual gets 2,500 Actions and $20 vendor credits per month, with Bring Your Own LLM keys to bypass the credit meter entirely. Team jumps to $234.
Team-of-5 on annual Pro: $19 × 5 × 12 = $1,140/year before overage. Action overage rates aren't published — forecast risk lives there. Compare Lindy Pro at $49.99 for 5,000 credits with a clean $10/1K overage. Relevance's meter wins on transparency below it.
SOC 2 Type II and GDPR attestations available on every plan including Free is a clean procurement win versus the no-code agent category.
Published 33% annual discount and Bring Your Own LLM bypass give real procurement levers, though auto-renewal terms aren't public.
Free/Pro/Team tiers and credit allowances are visible without a sales call, but action overage rates and Enterprise pricing remain undisclosed.
A/B testing and analytics dashboards arrive on Team at $234, but the broader agent-ROI story remains category-typical hand-wavy.
Dual Actions + Vendor Credits meter plus unpublished overage rates make 3-year forecasting genuinely difficult.
Finance leaders evaluating no-code agent platforms with audited compliance from day one.
Teams needing predictable usage costs without action overage exposure.
Invent builds the agent from a plain-English brief, but the approval queue is where RevOps actually lives.
“Relevance AI lets a GTM operator stand up a BDR Agent from an Invent prompt and wire it into HubSpot or Salesforce on the $19/month Pro tier. The catch is the 2,500 monthly actions cap and the approval queue that needs a human routing decisions when the agent's confidence drops.”
Invent generates the agent scaffold from a plain-English brief — tools, evals, prompts wired up. For a RevOps lead spinning up a BDR Agent on HubSpot lead-in webhooks, that's hours instead of a week of building tool definitions by hand. Lindy's editor exposes more knobs; Invent skips them.
The Tools library and 2,000+ integrations cover the day-to-day — Salesforce updates, Gmail sends, Apollo enrichment, Slack pings. Approval gates on any action mean the agent escalates low-confidence routing to a queue rather than firing into the CRM blind. That queue is the daily fight — every approve is a context switch.
Pro at $19/month ships 2,500 actions; a single qualification flow burns three or four per lead, so the meter bites at modest volume. Team at $234/month adds analytics and A/B testing, but the action ceiling shapes pilot scope. Bring-your-own-LLM helps margins, however.
The approval queue becomes a constant context switch once any agent runs at real GTM volume.
Docs cover Agent Builder and Tools cleanly, but Invent's auto-config hides what got wired underneath.
The 2,500-action Pro cap and per-action escalations stack up across a single qualification flow.
Agent Builder plus BYO LLM on Pro and version control give operators room to push past templates.
Native HubSpot, Salesforce, Gmail, and Slack integrations cover the GTM stack without middleware.
RevOps operators who automate lead qualification inside HubSpot or Salesforce.
Engineering teams who want code-first agent frameworks like CrewAI.
Relevance AI gives power users a real Agent Builder, but the 2,500-action Pro ceiling bites fast.
“The Agent Builder ships with system prompts, skill chains, custom Python code blocks, and Bring Your Own LLM — proper power-user surface. The catch is action accounting: $19/month gets you 2,500 actions, and multi-step agents burn through that quickly.”
The Agent Builder is where Relevance AI actually earns the power-user label — system prompts, skill chains, custom Python code blocks, and Bring Your Own LLM so you're not locked to one model. API Triggers are documented, webhooks and cron are first-class, and 2,000+ integrations cover most of what a GTM team already uses.
The catch is the Pro tier's 2,500 actions/month ceiling at $19/month. Heavy delegation eats that fast — multi-step research agents calling tools per prospect burn actions, and you'll either upgrade to Team at $234/month for 7,000/month or rebuild prompts to be cheaper. Lindy and n8n are friendlier to high-volume hobbyists.
Version Control on every agent is the right call — instant rollback when a prompt change tanks output. Knowledge base with vector RAG is in the box, not a separate SKU. Mobile is web-only on a tool meant to sit alongside CRMs; nothing native on a phone.
Agent Builder canvas is clean and Version Control is exposed, but action accounting can confuse new users.
Visual builder helps the first hour, but skill chains, custom code blocks, and agent-to-agent delegation take real time to master.
Web-only with no native iOS or Android app for a tool that lives next to CRMs and inboxes.
Free plan with 200 actions plus marketplace templates lowers the barrier, though action math gets explained late.
SOC 2 Type II, GDPR, multi-region data residency, and per-agent version history signal a serious operations posture.
GTM operators who want to build agent workflows without learning code.
Hobbyists who need unlimited cheap runs for high-volume tinkering.
Real $24M Series B, but Agentforce 360 GA and Copilot Credits collapsed the standalone agent category overnight.
“Relevance AI closed a $24M Series B in May 2025 led by Bessemer, and the product ships with SOC 2 Type II and a $19/month Pro tier. But Salesforce Agentforce 360 went GA on October 13, 2025, and Microsoft renamed Copilot Studio messages to Copilot Credits at $0.01 each — the standalone agent category just got bundled into two of the biggest installed bases in enterprise.”
Timing matters. Salesforce Agentforce 360 hit GA on October 13, 2025. Microsoft Copilot Studio rebranded messages as Copilot Credits at $0.01 each on September 1, 2025. Two installed bases bundled agent capability into existing contracts — the standalone pitch got harder overnight.
Credit where it's earned. The $24M Series B closed May 2025 led by Bessemer, total raised $37M, and the product ships — BDR Agent, Research Agent, Bring Your Own LLM on Pro at $19/month. SOC 2 Type II clears procurement. But Lindy and Crew AI chase the same SDR outbound lane, and credit-metered Actions make forecasting harder than seat-priced rivals.
Exit story is okay — agents are configs, your CRM stays yours. The 80-person team across San Francisco and Sydney is real. Whether the standalone platform survives Agentforce bundling is the question.
Lindy, Crew AI, and Cognosys chase the same SDR outbound lane, and Salesforce Agentforce 360 bundles it natively.
Agents are configs and CRM data stays in source systems, so swapping out is cleaner than most SaaS migrations.
$37M raised and 80 staff across SF and Sydney is real runway, but standalone agent platforms are the squeezed segment.
The "AI Workforce" framing oversells what agents reliably deliver — handoffs, hallucinations, and oversight needs aren't in the deck.
Real Series B, named investors, shipping product — but the pattern matches squeeze-by-incumbent in fast-collapsing categories.
GTM operators who want a no-code agent builder outside the Salesforce or Microsoft ecosystem.
Teams already paying for Salesforce Agentforce or Microsoft Copilot Studio.
Common questions answered by our AI research team
Relevance AI is SOC 2 and GDPR compliant, with built-in data residency guarantees, PII masking, audit logs, and a no-training-on-your-data policy for enterprise deployments.
Relevance AI connects to over 1,000 apps (referenced elsewhere as 2,000+ integrations on the Enterprise plan) through its integration ecosystem.
The Enterprise plan includes custom actions, custom vendor credits, unlimited agents and tools, unlimited users and projects, unlimited workforces, 2,000+ integrations, calling and meeting agents, enterprise triggers, agent evaluations, A/B testing and analytics, SSO/RBAC and audit logs, and a dedicated account manager.
Yes. Relevance AI runs Evals across model providers like Claude Opus, Gemini, GPT, GLM, Kimi, and Claude Haiku, then selects the lowest-cost model that clears the required performance bar for each agent.
Yes. Relevance AI provides SSO/SAML and role-based access control, along with human-in-the-loop approvals and version control for governance.
Who Relevance AI competes with, and how each one differs
Lindy also lets non-technical users build AI agents from templates, but leans toward individual and SMB personal-assistant use cases (inbox, calendar, scheduling) versus Relevance AI's focus on enterprise GTM workflows (sales, marketing, customer success) with SOC 2 Type II compliance for larger buyers.
CrewAI is an open-source Python framework for orchestrating multi-agent systems that requires engineering effort to configure, while Relevance AI targets non-technical domain experts through a no-code visual canvas (Workforce/Invent).
Botpress centers on designing conversational chatbots and support-flow agents with a visual flow builder, whereas Relevance AI's agents span broader GTM tasks beyond chat, such as outbound research and sales workflows.
Kore.ai sells its conversational AI/agent platform mainly to large enterprises with dedicated compliance and integration teams at a higher price point, while Relevance AI has emphasized faster self-serve onboarding for scale-ups growing into enterprise accounts.
Zapier layered AI agent-building (Zapier Agents/Central) on top of its existing workflow-automation platform and thousands of app integrations, competing on integration breadth and existing distribution rather than an agent-first product design.
Company
Relevance AIFounded
2020Pricing
FreemiumFree Trial
AvailableFree Plan
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Relevance AI is a Sydney-based platform for building AI agents that automate sales, marketing, and customer success workflows across the GTM motion.
