# Relevance AI Documentation

## Docs

- [Introduction](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/introduction.md): Relevance AI is the home of your AI Workforce.
- [Quick Start](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/quick-start-guide.md): Build and test your first AI agent in under 5 minutes.
- [MCP & Plugins](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/mcp-plugins.md): Build and manage your Relevance AI agents programmatically using Claude Code or any MCP-compatible AI client.
- [Pricing](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/pricing.md): Plan tiers, Actions, Vendor Credits, and feature comparison for Relevance AI
- [Agents](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/agents.md): Introduction to AI agents and building your AI Workforce!
- [Tools](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/tools.md): The actions your agents use to get things done — from API calls to LLM prompts to custom code.
- [Workforces](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/workforces.md): Workforce transforms how your agents collaborate by providing a visual canvas where you can design, connect, and monitor teams of specialised agents.
- [Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/knowledge.md): Give your agents the context they need with Relevance AI's RAG-powered knowledge system.
- [API integration](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/core-concepts/api-integration.md): Add custom API keys to connect services Relevance doesn't have built-in, or use the Relevance API key to access the platform programmatically.
- [Chat](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/introduction.md): Use AI Agents and Workforces in a chat interface on desktop, mobile, and browser
- [Using Agents and Workforces in Relevance Chat](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/using-agents.md): Utilize your Agents and Workforces in Chat conversations
- [Slide Builder](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/slide-builder.md): Use Slide Builder in Chat to create AI-generated slide decks
- [Website Builder](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/chat-agents/website-builder.md): Build websites from a prompt or description using the Website Builder agent in Chat
- [Image Generator](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/chat-agents/image-generator.md): Generate images from text prompts using the Image Generator agent in Chat
- [Deep Researcher](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/chat-agents/deep-researcher.md): Conduct comprehensive research on any topic using the Deep Researcher agent in Chat
- [Saved prompts](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/saved-prompts.md): Create, use, and manage reusable prompt templates in Chat
- [Mobile app](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/mobile-app.md): Use Relevance Chat on Android and iOS
- [Super GTM](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/introduction.md): An AI super agent for your entire go-to-market stack, with persistent skills, memory, and deep integrations
- [Integrations](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/integrations.md): Connect your GTM tools to Super GTM via OAuth, API key, or built-in integrations
- [Skills](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/skills.md): Repeatable workflows that your agent activates automatically based on what you ask for
- [Subagents](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/subagents.md): Connect any Agent you've built in Relevance AI as a subagent so Super GTM can call it during a conversation
- [File system](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/file-system.md): Persistent storage for documents and reference material that the agent can access across all conversations
- [Memory](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/memory.md): How the agent remembers your preferences, corrections, and context across conversations
- [Scheduled tasks](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/chat/super-gtm/scheduled-tasks.md): Set up recurring prompts that Super GTM acts on automatically at a time you define
- [Marketplace](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/introduction.md): Discover the world's top AI Agents
- [Become a Relevance Builder](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/relevance-builders/become-a-relevance-builder.md): Learn how to become a Relevance Builder and start sharing your Agents and Tools in the Marketplace
- [Set up your Relevance Builder profile](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/relevance-builders/setup-builder-profile.md): Learn how to create your Relevance Builder profile and connect your Stripe account
- [Submit Agents to the Marketplace](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/relevance-builders/submit-agents.md): Learn how to submit Agents and Tools to the Marketplace and meet approval requirements
- [Getting paid for your Agents](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/relevance-builders/getting-paid.md): Learn about pricing, payments, and maximizing your earnings from Marketplace listings
- [Supporting your Agents](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/marketplace/relevance-builders/supporting-agents.md): Learn about support expectations and engaging with the Relevance AI Community
- [Troubleshooting browser issues](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/troubleshooting/troubleshooting-browser-issues.md): Troubleshoot browser-related issues with Relevance AI
- [Troubleshooting agents not working](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/troubleshooting/troubleshooting-agents-not-working.md): Troubleshoot agents that are failing or not working properly
- [How to reach out to our support team](https://relevanceai-docs-tsp-1369.mintlify.site/get-started/support.md): How to contact Relevance AI support for help and questions
- [Build with Relevance AI](https://relevanceai-docs-tsp-1369.mintlify.site/build/introduction.md): An overview of building agents, tools, and workforces in Relevance AI.
- [Create an Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/create-an-agent.md): How to create your first Agent in Relevance AI.
- [Prompt](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/prompt.md): Crafting a prompt to instruct your Agent
- [Give Your Agent Tools](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/tools.md)
- [Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/triggers.md)
- [Alerts](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/alerts.md): Set up rules to get notified when your agent encounters an issue, reaches a threshold, or gets updated.
- [Memory](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/memory.md): Extract and recall metadata from your Agent's task output
- [Variables](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/variables.md)
- [Evals](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/evals.md): Test and evaluate your AI Agents with scenario-based evaluations and reusable Checks
- [Integration Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-triggers/integrations.md): Trigger your Agents from 1,000+ integrations
- [Scheduled Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-triggers/scheduled-triggers.md): Set your Agent to run on a schedule or send messages at specific times
- [Webhook Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-triggers/custom-webhook.md): Connect to a custom webhook to trigger your Agent
- [API Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-triggers/api-trigger.md): Trigger your Agent with direct HTTP requests
- [Tools as Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-triggers/tools-as-triggers.md): Use a Tool as a trigger for your Agent
- [General](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/general.md)
- [Visual Data Masking](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/visual-data-masking.md): Protect sensitive information in the UI while agents continue to work with actual data
- [Language Model](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/language-model.md): Access advanced settings related to the Language Model for your Agent
- [Subagents](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/subagents.md): Add Subagents to your Agent
- [Give Your Agent Tasks](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/task-view.md)
- [Flow Builder](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-settings/flow-builder.md): Carefully craft decisions for your Agent
- [Phone Agents](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/build-your-agent/agent-modes/phone-calls.md): Agents that can speak, listen, and take action during a call
- [Meeting Agents](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/use-cases/meeting-agents-overview.md): Stop taking notes and coordinating schedules. Let AI handle your meetings.
- [Meeting Auto-Scheduling Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/use-cases/calendar-scheduling.md): Automate meeting coordination with AI-powered scheduling
- [Meeting Notetaker Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/use-cases/meeting-notetaker.md)
- [On-Call AI Commands](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/advanced-features/on-call-ai-commands.md): Control your meeting agent in real-time with trigger words
- [Tasks](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/give-your-agent-tasks/task-overview.md): Learn what a Task is, where to view your Tasks, and how to read one in the Run tab
- [Task Operations](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/give-your-agent-tasks/tasks-page.md): Monitor, troubleshoot, and resolve Agent and Workforce Tasks in bulk from one place
- [Interact with your Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/give-your-agent-tasks/interact-with-your-agent.md): What are tasks and how do they differ from prompt?
- [Bulk scheduling](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/give-your-agent-tasks/bulk-schedule.md): Learn how to schedule batch tasks to run automatically for your agent
- [Task Queue](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/give-your-agent-tasks/task-queue.md): Learn how to access and manage your agent task queue, including how to cancel tasks and view task statuses
- [Share Your Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/share-your-agent.md): Learn how to share your agent with others using different UI options
- [Delete Your Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/delete-agent.md): Remove your Agents from Relevance AI
- [Bosh BDR Agent](https://relevanceai-docs-tsp-1369.mintlify.site/build/agents/agent-examples/bosh-bdr-agent.md): Bosh is an enterprise-ready BDR agent
- [Build with Inventor](https://relevanceai-docs-tsp-1369.mintlify.site/build/invent/invent.md): A copilot agent inside the Relevance AI UI that builds, debugs, and iterates on agents, tools, workforces, and triggers from a natural-language description.
- [Create a Tool](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/create-a-tool.md): How to create your first Tool in Relevance AI.
- [Style Guide](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/tool-style-guide.md): Make tools perform better with agents
- [Inputs](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/inputs.md): Inputs for tools
- [Steps](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/steps.md): Steps for tools
- [Outputs](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/outputs.md): Outputs for tools
- [Looping](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/looping.md): Loop through Tool steps in your Tools
- [Branching](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/customize-tool/branching.md): Add conditional branches to Tool steps in your Tools
- [Delete a tool or tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/delete-tool.md): How to delete tools and individual tool steps
- [Share your Tool](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/share-your-tool.md): Learn how to share your Tool with others using different UI options
- [Tool steps](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps.md): Find info on our most popular Tool steps in Relevance AI
- [LLM Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/llms/llm-tool-step.md): Use a LLM as a step in your Tools
- [Insert Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/insert-knowledge.md): The 'Insert Knowledge' Tool step lets your agent save information by adding new rows to your knowledge table—making it easy to capture and store data dynamically.
- [Delete Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/delete-knowledge.md): The 'Delete Knowledge' Tool step allows your agent to remove information from your knowledge table — making it easy to manage and keep your data relevant and up to date.
- [Update Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/update-knowledge.md): The 'Update Knowledge' Tool step lets you update existing rows in your knowledge table—making it easy to keep your data current and accurate.
- [Advanced Knowledge Search (2m context)](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/advanced-knowledge-search-2m.md): The 'Advanced Knowledge Search (2m context)' Tool allows you to search your knowledge table with a prompt using CAG
- [Knowledge Search](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/knowledge-search.md): The 'Knowledge Search' Tool allows you to search knowledge tables with RAG
- [Get Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/get-knowledge.md): The Get Knowledge feature allows you to search and retrieve information directly from your knowledge table without RAG
- [Using Variables in JSON](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/knowledge/using-variables-in-json.md): Learn how to use variables from Tool inputs and other Tool steps in JSON fields for Knowledge Tool steps
- ['Confluence - Create Post' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/confluence/create-post.md): Create a blog post in one of your Confluence spaces
- ['Confluence - Search Content' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/confluence/search-content.md): Search Confluence using CQL in Relevance AI
- [Append Text](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/append-text.md): The Append Text tool step allows you to append text to a Google Doc
- [Append Image to Document](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/append-image-to-document.md): The Append Image to Document tool step allows you to add an image to your doc
- [Get Document](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/get-document.md): Get Document tool step allows you to retrieve the contents of a file in your Google Drive
- [Create a New Document](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/create-a-new-document.md): The Create a New Document tool step allows you to create a new document with preexisting content
- [Replace Text](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/replace-text.md): The Replace Text tool step allows you to replace text in a Google Doc
- [Create New Document from Template](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-docs/create-new-document-from-template.md): The Create New Document from Template tool step allows you to create new documents using existing documents as templates
- [Create Google Calendar Event](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/create-google-calendar-event.md): The Create Google Calendar Event tool step allows you to create an event in your Google Calendar
- [Check Google Calendar Availability](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/check-google-calendar-availability.md): The Check Google Calendar Availability tool step allows you to check the availability of a calendar
- [Get Events from Google Calendar](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/get-events-from-google-calendar.md): The Get Events from Google Calendar tool step allows you to get your upcoming events from your Google Calendar
- [Cancel Event in Google Calendar](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/cancel-event-in-google-calendar.md): The Cancel Event in Google Calendar tool step allows you to delete an event in your Google Calendar
- [Get All Google Calendars Details](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/get-all-google-calendars-details.md): The Get All Google Calendars Details tool step allows you to get information about all your Google Calendars
- [Get Google Calendar Event Details](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-calendar/get-google-calendar-event-details.md): The Get Google Calendar Event Details tool step allows you to get the details of a specific event in your Google Calendar
- [Add Single Row](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/add-single-row.md): The Add Single Row tool step allows you to add a row to your Google Sheet
- [List Worksheets](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/list-worksheets.md): The List Worksheets tool step allows you to list all the worksheets in a Google Sheet
- [Get Values in Range](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/get-values-in-range.md): The Get Values in Range tool step allows you to retrieve data from your Google Sheet
- [Create Spreadsheet](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/create-spreadsheet.md): The Create Spreadsheet tool step allows you to create a new Google Sheet
- [Update Row](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/update-row.md): The Update Row tool step allows you to update any row in your Google Sheet
- [Add Multiple Rows](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/add-multiple-rows.md): The Add Multiple Rows tool step allows you to add multiple rows to your Google Sheet
- [Find Row](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/find-row.md): The Find Row tool step allows you to find a row in your Google Sheet
- [Create Worksheet](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/create-worksheet.md): The Create Worksheet tool step allows you to create a new Google Sheet
- [Update Cell](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/update-cell.md): The Update Cell tool step allows you to update any cell in your Google Sheet
- [Get Spreadsheet by ID](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/get-spreadsheet-by-id.md): The Get Spreadsheet by ID tool step allows you to retrieve a spreadsheet from your Google Drive
- [Delete Rows](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/delete-rows.md): The Delete Rows tool step allows you to delete rows in your Google Sheet
- [Clear Rows](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/clear-rows.md): The Clear Rows tool step allows you to clear rows in your Google Sheet
- [Clear Cell](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/clear-cell.md): The Clear Cell tool step allows you to clear a cell in your Google Sheet
- [Delete Worksheet](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/delete-worksheet.md): The Delete Worksheet tool step allows you to delete a worksheet in your Google Sheet
- [Update Multiple Rows](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/update-multiple-rows.md): The Update Multiple Rows tool step allows you to update multiple rows in your Google Sheet
- [Copy Worksheet](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/copy-worksheet.md): The Copy Worksheet tool step allows you to copy a worksheet from one Google Sheet to another
- [Create Column](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/create-column.md): The Create Worksheet tool step allows you to create a new Google Sheet
- [Get Cell](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-sheets/get-cell.md): The Get Cell tool step allows you to retrieve a cell from your Google Sheet
- [Add Label to Email](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/gmail/add-label-to-email.md): The Add Label to Email tool step allows you to add a tag to an email
- [List Labels](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/gmail/list-labels.md): The Add Label to Email tool step allows you to add a tag to an email
- ['Crustdata - Search LinkedIn Profiles' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/linkedin/search-linkedin-profiles.md): Search through LinkedIn profiles using this Tool step
- ['Unipile - LinkedIn Action' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/linkedin/linkedin-action.md): Perform actions on LinkedIn using this Tool step
- ['RapidAPI - Get a LinkedIn Profile/Company and Posts' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/linkedin/get-linkedin-profile.md): Fetch a LinkedIn profile / company and its posts
- ['Slack - Send Message' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/slack/send-message.md): Send a message to a Slack channel from Relevance AI
- ['Slack - Retrieve Messages' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/slack/retrieve-messages.md): Retrieve messages from a Slack channel using Relevance AI
- ['Trello - Add Comment' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/trello/add-comment.md): Add a comment to a card in Trello
- ['Trello - Add Checklist' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/trello/add-checklist.md): Add a checklist to a card in Trello
- ['Trello - Archive Card' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/trello/archive-card.md): Archive a card in Trello
- ['Trello - Create a Checklist Item' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/trello/create-checklist-item.md): Add a checklist item to a checklist in Trello
- [Airtop - Window Management](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/airtop-browser-automation/window-management.md): Manage browser windows with Airtop - create windows, load URLs, and close windows for browser automation
- [Airtop - Page Interaction](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/airtop-browser-automation/page-interaction.md): Interact with web pages using Airtop - click elements, type text, and scroll pages for browser automation
- [Airtop - Page Information & Monitoring](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/airtop-browser-automation/page-information.md): Query page content, capture screenshots, and monitor page conditions with Airtop browser automation
- [Python Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/python-code/code-python.md): Empower your agent with custom code using one of the world's most popular and beginner-friendly languages
- [Python Helper Functions](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/python-code/code-python-helper-functions.md): Natively Supported Helper Functions
- [Firecrawl Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/firecrawl.md): Use Firecrawl as a step in your Tools to turn websites into LLM-ready data
- [Extract Website Content Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/extract-website-content.md): Use the Extract Website Content Tool step to turn websites into text and HTML for your Agents and Tools
- [API Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/api.md): Use the API Tool step to run a custom API call to another product / service
- [Google Search Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/google-search.md): Add a Google Search step to your Tools
- [Delay Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/delay.md): Delay your Agents and Tools by using the Delay Tool step
- ['Convert a spreadsheet to JSON' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/convert-spreadsheet-to-json.md): Use a Tool step to convert CSVs and XLSXs into JSON
- ['Convert PDF to text' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/convert-pdf-to-text.md): Use a Tool step to convert PDFs into text for your Agents and Tools to read
- ['Convert a file to text' Tool step](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/file-to-text.md): Use a Tool step to convert files into text
- ['Convert audio/video to text' Tool steps](https://relevanceai-docs-tsp-1369.mintlify.site/build/tools/tool-steps/convert-audio-video-to-text.md): Use three different Tool steps to convert audio/video to text
- [Create a Workforce](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/create-a-workforce.md): How to create your first Workforce in Relevance AI.
- [Add Triggers](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/add-triggers.md): Triggers are the starting points that initiate workflows in your AI Workforce. They determine when and how your agents begin their work, serving as the entry points to your entire workflow system.
- [Introduction to Nodes](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/introduction-to-nodes.md): Nodes are the fundamental building blocks of a workforce in Relevance AI. They represent all the components you can place on your workspace to create automated workflows.
- [Add, create, edit and connect Agents to your Workforce](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/add-agents.md): Adding agents to your Workforce allows you to create powerful multi-agent systems where specialized AI agents work together to accomplish complex tasks.
- [Add Tools](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/add-tools.md): Tools are essential components in your AI Workforce that enable agents to perform specific actions and complete tasks.
- [Add Conditions](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/add-conditions.md): Conditions in Workforce act as powerful decision-making components that allow you to create intelligent workflows with conditional logic.
- [Edge Settings](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/edge-settings.md): Edge Settings control how nodes are connected to each other in your AI Workforce.
- [Notes](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/build-an-ai-workforce/notes.md): Clarify purpose, instructions, and collaboration using notes for your Workforce.
- [Trigger to Agent Configuration](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/trigger-to-agent-configuration.md): Connecting triggers to agents is a fundamental aspect of building effective AI workforces in Relevance AI.
- [Agent to Agent Configuration](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/agent-to-agent-configuration.md): Agent to Agent configuration is a powerful capability within Workforce that enables you to create sophisticated multi-agent systems where agents can collaborate, delegate tasks, and work together to solve complex problems.
- [Agent to Tool Configuration](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/agent-to-tool-configuration.md): Agent to Tool configuration is a powerful feature within Workforce that enables you to establish connections between your AI agents and the tools they need to complete tasks.
- [Tool to Tool Configuration](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/tool-to-tool-configuration.md): Tool to Tool configuration is a powerful feature in Workforce that allows you to connect tools directly to other tools, creating automated workflows without requiring agent intervention.
- [Condition to Tool Configuration](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/condition-to-tool-configuration.md): Condition to Tool connections in Workforce allow you to create intelligent workflows that execute tools only when specific conditions are met.
- [Communication](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/communication.md): Communication is a fundamental aspect of Workforce that defines how agents interact with each other within your AI workforce.
- [Workforce Task View](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/workforce-task-view.md): The Workforce Task View provides a centralized interface for monitoring, managing, and interacting with your AI workforce.
- [Approvals and Escalations](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/workforce-features/approvals-and-escalations.md): Approvals and escalations are essential components of Workforce that ensure your AI agents operate with appropriate oversight and can effectively handle situations requiring human intervention.
- [Share your Workforce](https://relevanceai-docs-tsp-1369.mintlify.site/build/workforces/share-your-workforce.md): Learn how to share your Workforce with others as a cloneable template
- [Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/create-knowledge.md): Our Retrieval Augmented Generation (RAG) solution
- [Google Drive as a Knowledge Source](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/integrated-knowledge-sources/google-drive.md): Use Google Drive as a source of Knowledge for your Agents
- [Sharepoint as a Knowledge Source](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/integrated-knowledge-sources/sharepoint.md): Use Sharepoint as a source of Knowledge for your Agents
- [Notion as a Knowledge Source](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/integrated-knowledge-sources/notion.md): Use Notion as a source of Knowledge for your Agents
- [Find and Use Knowledge](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/find-and-use-knowledge.md): Knowledge is the foundation of intelligent AI agents in Relevance AI.
- [Enrich with Tool](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/enrich-with-tool.md): Run a Tool across rows in your Knowledge table to add AI-generated columns
- [Inactive table deletion](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/inactive-table-deletion.md): One-time deletion of Knowledge tables on inactive accounts on May 4, 2026
- [Knowledge Tool steps](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/knowledge-tool-steps.md): Use Tool steps to interact with your Knowledge tables
- [Use Snippets for Quick Access](https://relevanceai-docs-tsp-1369.mintlify.site/build/knowledge/use-snippets-for-quick-access.md): Snippets transform how you manage shared text across your Relevance AI workspace.
- [Integrations](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/introduction.md): Connect your AI agents with external tools and services to create powerful, automated workflows across your entire tech stack.
- [Add Integrations](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/add-integrations.md): Integrations transform your AI agents into powerful workflow automation tools by connecting them with external services and platforms.
- [Remove Integrations](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/remove-integrations.md): Manage your connected services by removing integrations that are no longer needed.
- [Claude Code plugin](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/mcp/claude-code.md): Use the Relevance AI Claude Code plugin to build and manage your agents directly from your terminal.
- [OpenAI Codex](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/mcp/codex.md): Connect OpenAI Codex to Relevance AI using the MCP server and agent skills.
- [MCP server](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/mcp/mcp-server.md): Connect to Relevance AI from Claude Desktop, Cursor, VS Code, ChatGPT, and other MCP-compatible AI clients.
- [Agent skills](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/mcp/agent-skills.md): Give your AI coding assistant built-in knowledge of Relevance AI by cloning the agent skills repository.
- [MCP client](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/mcp/mcp-client.md): Connect external MCP servers to your Relevance AI Agents, giving them access to Tools and resources from other services.
- [OpenAI LLM models](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/llm-integrations/openai.md): Learn more about OpenAI LLM models
- [Google's Gemini LLM models](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/llm-integrations/gemini.md): Learn more about Google's Gemini LLM models and how to access them via Google AI Studio and Google Cloud Platform
- [Anthropic LLM models](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/llm-integrations/anthropic.md): Learn more about Anthropic LLM models and how to connect your AWS Bedrock or Google Cloud Platform account to access Anthropic models
- [Azure LLM models](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/llm-integrations/azure.md): Learn more about Azure LLM models
- [OpenRouter LLM models](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/llm-integrations/openrouter.md): Learn more about OpenRouter LLM models
- [HubSpot](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/hubspot.md): Interact with your HubSpot CRM with Relevance.
- [Salesforce](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/salesforce.md): Interact with your Salesforce CRM with Relevance.
- [Apollo](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/apollo.md): Apollo is a B2B sales intelligence and engagement platform for finding, enriching, and engaging prospects.
- [Lusha](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/lusha.md): Lusha is a leading B2B sales intelligence and lead enrichment platform trusted by over 1.5 million users worldwide.
- [ZoomInfo](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/zoominfo.md): Search ZoomInfo's B2B database and enrich contact and company records from your AI agents.
- [Marketo](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/marketo.md): Marketo is a leading marketing automation platform for lead management, email marketing, and campaign analytics.
- [Firmable](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/firmable.md): Firmable is a B2B sales intelligence platform specializing in Australian and New Zealand markets, providing accurate company and contact data for ANZ businesses.
- [Gong](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/gong.md): Connect Gong to Relevance AI to access call recordings, transcripts, and revenue intelligence data.
- [Gmail](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/gmail.md): Connect and create emails with Relevance AI's Gmail integration
- [Outlook](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/outlook.md): Microsoft Outlook is a comprehensive email and calendar management platform used by millions of professionals worldwide.
- [Slack](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/slack.md): Relevance AI's integration for Slack allows you to connect your Relevance AI Agents with Slack, enabling seamless communication between your AI Workforce and your team's Slack workspace.
- [WhatsApp](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/whatsapp.md): Connect your WhatsApp account to Relevance AI and enable your agents to communicate directly with customers through one of the world's most popular messaging platforms.
- [Whatsapp for Business](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/whatsapp-for-business.md): Interact with your WhatsApp Business account with Relevance.
- [Telegram](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/telegram.md): Interact with your Telegram account with Relevance.
- [Twilio](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/twilio.md): Connect Twilio to send SMS, make voice calls, and automate communications with AI agents
- [Microsoft Teams](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/microsoft-teams.md): Microsoft Teams is a collaboration platform that combines workplace chat, video meetings, file storage, and application integration.
- [LinkedIn](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/linkedin.md): Interact with your LinkedIn account with Relevance.
- [Zoom](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/zoom.md): Adding support for generating Zoom meeting links
- [Fireflies.ai](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/fireflies.md): Connect Fireflies.ai to Relevance AI to access meeting transcripts, retrieve meeting data, and upload audio files for transcription
- [Google Calendar](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/google-calendar.md): Connect your Google Calendar from Relevance AI
- [Google Sheets](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/google-sheets.md): Connect to Google Sheets from Relevance AI.
- [Google Drive](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/google-drive.md): Trigger your Agents automatically when files in Google Drive are created, modified, or deleted.
- [Notion](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/notion.md): Seamlessly connect your AI agents with Notion workspaces to automate document creation, information retrieval, and workspace management.
- [Trello](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/trello.md): Enhance your day-to-day team and personal coordination with the Trello integration for Relevance AI.
- [Confluence Cloud](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/confluence.md): Confluence is a powerful collaboration platform that helps teams organize, create, and share knowledge.
- [Content Snare](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/content-snare.md): Automate client onboarding, information collection, and document gathering workflows with the Content Snare integration.
- [Canva](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/canva.md): Elevate your visual content creation capabilities with the Canva integration for Relevance AI.
- [Zendesk](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/zendesk.md): Connect Zendesk to automate customer support workflows and manage tickets with AI agents
- [Freshdesk](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/freshdesk.md): Interact with your Freshdesk with Relevance.
- [Google Analytics (GA4)](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/google-analytics.md): Connect Google Analytics 4 to Relevance AI to automate reporting, track conversions, and manage properties with AI agents
- [GitHub](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/github.md): GitHub is the world's leading platform for version control and collaborative software development.
- [Vercel](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/vercel.md): Vercel is the platform for frontend developers, providing the speed and reliability innovators need to create at the moment of inspiration.
- [Airtop](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/airtop.md): Connect your Airtop browser automation account with Relevance AI to automate web interactions, data extraction, and browser-based tasks.
- [WorldNewsAPI](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/worldnewsapi.md): Access thousands of news sources in 86+ languages from 210+ countries with semantic search, sentiment analysis, and real-time updates
- [Chrome Extension](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/popular-integrations/chrome-extension.md): Extract content from any web page and send it directly to an AI agent chat in Relevance AI.
- [Email warmups](https://relevanceai-docs-tsp-1369.mintlify.site/integrations/integration-examples/email-warmups.md): Use case: Warm up your email before starting your email marketing campaigns.
- [Update your profile information](https://relevanceai-docs-tsp-1369.mintlify.site/admin/account-management/update-profile-info.md): How to update your name and company on your Relevance AI profile
- [Changing your email address](https://relevanceai-docs-tsp-1369.mintlify.site/admin/account-management/change-email-address.md): How to change your Relevance AI account email address
- [Changing your password](https://relevanceai-docs-tsp-1369.mintlify.site/admin/account-management/change-password.md): How to change your Relevance AI account password
- [Account deletion](https://relevanceai-docs-tsp-1369.mintlify.site/admin/account-management/account-deletion.md): How to delete your Relevance AI account
- [Add members to your project and organization](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/add-members.md): Add members to your project to collaborate with your team.
- [How to switch projects](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/switch-projects.md): Learn how to switch between projects in both Builder and Chat
- [Remove members from your project and organization](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/remove-members.md): Remove members from your Relevance AI projects and organizations
- [Project deletion](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/delete-project.md): How to delete projects in Relevance AI
- [Change the name of your project and organization](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/change-project-and-org-name.md): Rename your project and organization.
- [Credit and action usage alerts](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/usage-alerts.md): Set usage alerts to receive email notifications on your credit and action usage
- [Credit and action usage limits](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/usage-limits.md): Set usage limits to make sure your users don't exceed hard limits
- [Organization, project and agent IDs](https://relevanceai-docs-tsp-1369.mintlify.site/admin/project-management/ids.md): Learn how to find your organization, project and agent IDs
- [Plans and credits](https://relevanceai-docs-tsp-1369.mintlify.site/admin/subscriptions/plans.md): Understand different plans at Relevance AI, and learn how to manage your subscription
- [Spend controls](https://relevanceai-docs-tsp-1369.mintlify.site/admin/subscriptions/spend-controls.md): Configure automatic top-up limits for Actions and Vendor Credits to ensure your account never runs out unexpectedly
- [Security overview](https://relevanceai-docs-tsp-1369.mintlify.site/admin/security.md): Relevance AI is SOC 2 Type II compliant and works with trusted vendors.
- [System quotas](https://relevanceai-docs-tsp-1369.mintlify.site/admin/system-limits.md): Maximum system resource allocations
- [Quick start guide for Enterprise](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/quick-start-guide.md): Your complete guide to setting up and configuring Relevance AI for Enterprise teams
- [Organization Structure Best Practices](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/org-structure-best-practices.md): Design an effective organizational structure for your Enterprise deployment
- [Single Sign-On (SSO) Setup](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/sso-setup.md): Configure secure authentication with your identity provider using SAML 2.0 or OIDC protocols
- [Directory Sync and Groups](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/rbac-groups.md): Sync your identity provider groups to Relevance AI for bulk user management
- [Role-based access controls (RBAC)](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/rbac.md): Enhancing security, collaboration, and control for Enterprise teams
- [User Level Authentication](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/user-level-authentication.md): Enable agents to use individual user authentication for secure, private access to integrations
- [Organization-level integration controls](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/integration-controls.md): Enable integrations that your team can use at the organization level
- [Default organization and project](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/default-org.md): Auto-assign users to the right organization and project
- [Managing projects and users with the API](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/manage-projects-and-users-api.md): Use the API to create projects, manage invites, and control user access
- [Asset-level authentication controls](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/asset-controls.md): Set authentication controls at an asset level
- [Organization- and project-level API keys](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/org-project-level-api-keys.md): Set API keys at the organization and project level in Relevance AI
- [Analytics](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/analytics.md): Monitor your AI workforce performance, costs, and usage in real-time
- [Event Streaming for Observability (OpenTelemetry)](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/streaming-events.md): Stream audit logs and execution traces to your own infrastructure for compliance, analytics, and observability
- [Data Retention](https://relevanceai-docs-tsp-1369.mintlify.site/enterprise/data-retention.md): Control how long sensitive data is stored in your Relevance AI organization
- [Guides](https://relevanceai-docs-tsp-1369.mintlify.site/guides.md): Practical, opinionated walkthroughs for putting Relevance AI to work in the function your team actually runs.
- [Sales](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/getting-started.md): Put AI Agents to work across your sales pipeline. Start wherever you are — Relevance grows with you.
- [Prospect research](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/prospect-research-use-case.md): Automate company and contact research so reps walk into every call already prepared.
- [CRM data enrichment](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/crm-data-enrichment.md): Fill in missing CRM fields automatically so reps stop wasting time looking up basics.
- [Personalized outbound](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/personalized-outbound.md): Draft tailored emails and LinkedIn messages from real prospect context, then queue them for the rep to approve and send.
- [Lead scoring](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/lead-scoring.md): Qualify and prioritize leads so reps spend their time on the accounts most likely to close.
- [Meeting briefs](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/meeting-briefs.md): Generate structured call prep so reps walk into every meeting already up to speed.
- [Competitive intelligence](https://relevanceai-docs-tsp-1369.mintlify.site/guides/sales/competitive-intelligence.md): Track competitor moves and keep your team's positioning sharp.
- [Marketing](https://relevanceai-docs-tsp-1369.mintlify.site/guides/marketing/getting-started.md): Put AI Agents to work across the marketing funnel — content, campaigns, analytics — without losing your brand voice.
- [Lifecycle email campaigns](https://relevanceai-docs-tsp-1369.mintlify.site/guides/marketing/lifecycle-campaigns.md): Draft nurture, re-engagement, and onboarding sequences in your brand voice at the moments that matter.
- [Content creation and repurposing](https://relevanceai-docs-tsp-1369.mintlify.site/guides/marketing/content-repurposing.md): Turn one piece of content into many — blog posts, social snippets, ad copy, email teasers — without losing the source voice.
- [Campaign performance analytics](https://relevanceai-docs-tsp-1369.mintlify.site/guides/marketing/campaign-analytics.md): Pull cross-channel campaign reports together and surface what's working — without hours of spreadsheet wrangling.
- [Customer Success](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-success/getting-started.md): Put AI Agents to work across the post-sale journey — health, renewals, expansion — so CSMs spend time on the accounts that need them.
- [Account health and churn signals](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-success/account-health.md): Score every account on health with reasoning, not just a number. Surface risk before renewal so CSMs can act in time.
- [QBR and business review prep](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-success/qbr-prep.md): Auto-generate exec-ready QBR decks from CRM, support, and usage data — minutes, not hours.
- [Renewal and expansion outreach](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-success/renewal-expansion.md): Draft account-aware renewal and expansion plays for every account, every quarter — so no opportunity slips.
- [Customer Support](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-support/getting-started.md): Put AI Agents to work across the support queue — triage, drafting, knowledge — so agents handle the cases that need a human.
- [Ticket triage and routing](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-support/ticket-triage.md): Classify, tag, and route every inbound ticket so the right agent picks it up first.
- [Response drafting from KB](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-support/response-drafting.md): First-draft replies grounded in your knowledge base, with citations so the agent can spot-check before sending.
- [KB article generation from resolved tickets](https://relevanceai-docs-tsp-1369.mintlify.site/guides/customer-support/kb-generation.md): Turn resolved tickets into knowledge base articles — close the loop without writing them by hand.
- [Solution Engineering](https://relevanceai-docs-tsp-1369.mintlify.site/guides/solution-engineering/getting-started.md): Put AI Agents to work across pre-sales technical work — RFPs, demos, discovery — so SEs spend time architecting solutions, not chasing documents.
- [RFP and security questionnaire responses](https://relevanceai-docs-tsp-1369.mintlify.site/guides/solution-engineering/rfp-responses.md): Pull from your archive of prior answers to draft consistent, accurate responses to questionnaires.
- [Demo prep and pre-call briefs](https://relevanceai-docs-tsp-1369.mintlify.site/guides/solution-engineering/demo-prep.md): Account-aware technical briefs the SE can read in five minutes before any call.
- [Technical discovery summaries](https://relevanceai-docs-tsp-1369.mintlify.site/guides/solution-engineering/discovery-summaries.md): Post-call writeups that turn an hour of conversation into a structured summary with action items.
- [RevOps](https://relevanceai-docs-tsp-1369.mintlify.site/guides/revops/getting-started.md): Put AI Agents to work across revenue operations — pipeline hygiene, routing, forecasting — so the GTM machine actually runs on clean data.
- [Pipeline forecasting and hygiene](https://relevanceai-docs-tsp-1369.mintlify.site/guides/revops/pipeline-hygiene.md): Spot stalled deals, missing fields, and at-risk forecast slippage before pipeline review.
- [Lead routing and territory assignment](https://relevanceai-docs-tsp-1369.mintlify.site/guides/revops/lead-routing.md): Apply your routing rules — plus the judgment edge cases — to every new lead automatically.
- [Data dedup and cleanup](https://relevanceai-docs-tsp-1369.mintlify.site/guides/revops/data-dedup.md): Find and merge duplicate records, fix inconsistent fields, surface the records that need a human.
- [JavaScript SDK](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/introduction.md): Build apps on top of Relevance AI agents and workforces with the official JavaScript/TypeScript SDK.
- [Quickstart](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/quickstart.md): Install the SDK, authenticate, and send your first message in under a minute.
- [Installation](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/installation.md): Install @relevanceai/sdk in Node.js, Deno, Bun, Cloudflare Workers, or the browser.
- [Authentication](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/authentication.md): API keys for server code, embed keys for the browser, and region selection.
- [Client](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/client.md): Initialize the SDK client, use the default singleton, or manage multiple clients.
- [Agents](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/agents.md): Load agents, read their metadata, send messages, and list tasks.
- [Tasks](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/tasks.md): Task lifecycle, status model, events, subscriptions, and cleanup.
- [Messaging](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/messaging.md): Send messages, work with message types, manage file attachments, and handle errors.
- [Workforces](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/workforces.md): Trigger multi-agent workforces, continue conversations, and handle handover messages.
- [Streaming](https://relevanceai-docs-tsp-1369.mintlify.site/sdk/streaming.md): Render thinking and typing tokens in real time as the agent produces them.

## Optional

- [Community](https://community.relevanceai.com)
- [Contact Support](https://relevanceai.com/docs/get-started/support)
- [JavaScript SDK](https://relevanceai.com/docs/sdk/introduction)
- [Changelog](https://relevanceai.com/docs/changelog)