Relevance AI: The no-code platform that makes it easy for organizations to create AI assistants

General Introduction

Relevance AI is a platform that makes it easy for organizations to create AI assistants. It doesn't require programming, and anyone can use it to design AI for everyday tasks like answering emails, organizing data, or generating content. The goal of the website is to help businesses save time and increase efficiency through AI. It was founded in 2020, is based in Sydney, Australia, and is currently used by more than 6,000 companies, completing more than 250,000 tasks.Relevance AI is particularly suited to sales, marketing, and customer service teams, and can be tried out by businesses looking to optimize their work with technology.

Function List

• AI Assistant Creation: Users can design their own AI assistant and set it to accomplish specific tasks, such as answering customer questions.
• Customization Tools: Provides editors that can connect to external APIs or create proprietary workflows.
• Task automation: Supports processing large amounts of data at once or automatically running multi-step tasks such as sending emails.
• Multi-model selection: Models such as OpenAI, Anthropic, etc. can be used to select the appropriate AI technology.
• data security: SOC 2 Type II certified to protect user data privacy.
• Connecting common tools: The ability to interface with Slack, Gmail, and more to integrate AI into everyday work.

Using Help

Relevance AI is easy to use and you don't need to know how to code to get started. Here is a detailed guide on how to do it.

Register & Start

1. show (a ticket) https://relevanceai.com/, go to the official website.
2. Click "Sign Up" and enter your email and password to register.
3. Check your email after registering and click on the verification link to activate your account.
4. After logging in, you'll see the dashboard, which is where you manage your AI assistant.

Creating an AI assistant

1. On the left side of the dashboard, click "Agents" and then select "Create New Agent".
2. Give the AI assistant a name, such as "Email Assistant".
3. Enter a task in the "Task" field, such as "Autoresponders to customer emails".
4. Click on "Tools" to add a tool (e.g. to send an e-mail) or design a new tool yourself.
   • To customize the tool, click "Tool Builder", write down the task requirements, and the system will generate it for you.
5. Save and click "Run" test, see how the effect.
6. After the test passes, click "Deploy" to let it start working.

Connecting external tools

1. Go to the Integrations page and find apps like Slack or Gmail.
2. Click on the icon and follow the prompts to authorize the connection to your account.
3. Once connected, add tasks to the AI Assistant settings, such as "Read and reply to emails from Gmail".
4. Save and test to make sure the AI can use these tools properly.

Batch processing tasks

1. On the "Tools" page, select a tool, such as "Data Analysis".
2. Upload a file (PDF, CSV, etc. supported) or enter a data address.
3. Set the goal of the task, e.g. "Extract all e-mail addresses".
4. Tap "Run in Bulk", the AI will batch process and the result will be displayed directly.
5. You can download the results or use them in other tasks.

Feature: AI Assistant Collaboration

Relevance AI enables multiple AI assistants to work together. For example, build a "marketing team":

• Assistant A: Search for market information.
• Assistant B: Write copy based on information.
• Assistant C: Send the copy to Slack.

1. Create these three assistants in "Agents".
2. In each assistant's task settings, arrange for them to collaborate, such as notifying B when A is done.
3. Save and run and watch them automate the entire process.
   This feature is great for jobs that require multiple steps and saves a lot of time.

task management

1. In the "Tasks" page, you can see all the AI assistant's task records.
2. Click on a task to see execution details, such as time spent and results.
3. If something goes wrong, click "Debug" to check the reason, then adjust the settings and run again.

tip

• If you have your own API key (e.g. OpenAI's), you can add it in "Settings" to save some money.
• Tap the chat icon in the bottom right corner with questions and contact the support team, they reply quickly.

These steps will help you get up to speed quickly and leave the repetitive work to AI.

application scenario

1. sales job
   • Salesmen have to send a lot of emails to follow up with customers. the AI assistant can automatically filter emails and send personalized replies.
2. Marketing Mission
   • Marketers have to write articles or social content. the AI can generate the first draft and send it to the team.
3. Customer Service Support
   • Customers ask repetitive questions. the AI assistant is able to answer them 24/7 and only passes on the hard ones to a human.

QA

1. Need to be able to program?
   • No. Relevance AI is a no-code platform, and the interface works just fine.
2. Is the data safe?
   • Security. It has SOC 2 Type II certification and data is encrypted and will not be leaked.
3. Can I use my own model?
   • Can. You can pick up OpenAI or other models as long as you have an API key.