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Field notes from a little way ahead Week 45 · 4 Nov 2026 · Still early
Agent Index › Work & office › Relevance AI
Work & office · general · Platform · live

Relevance AI

Quick answer

Relevance AI is a platform general AI agent from Relevance AI. A no-code platform for building teams of agents that handle sales, customer-success and other business tasks across your apps. Nearfi's Agent Index rates its autonomy 4/5 (multi-step on its own): its agents run on triggers and act across connected business apps, for example logging call notes, updating CRM stages and booking meetings; it is not 5 because teams define each agent's scope and the maker itself describes graded autonomy levels, and not 3 because routine actions need no approval at its Autopilot level. Status: live; 0 incident(s) logged.

By Relevance AI · launched unknown · last checked 2026-11-04

At a glance
Autonomy
4/5
Multi-step on its own

Why 4: its agents run on triggers and act across connected business apps, for example logging call notes, updating CRM stages and booking meetings; it is not 5 because teams define each agent's scope and the maker itself describes graded autonomy levels, and not 3 because routine actions need no approval at its Autopilot level.

The findings

What it does. Teams build agents, or have its Invent tool generate them from a plain-language description, and connect them to apps such as HubSpot, Salesforce, Slack and Gmail. Example agents on the maker's page research prospects, log call notes and send follow-ups, update CRM stages and book meetings. Workforce lets several agents be combined into one multi-agent system.

Where it falls short. Results and customer figures on the maker's page are its own. No price is published on the pages opened, and the maker's four autonomy levels (Assisted to Self-Driving) show that fully autonomous operation is a deliberate setting rather than the default.

What it can do

calendaremailmessagingmulti-agentmonitoringyour accounts

Price: Not published: the pricing page opened shows only an Enterprise plan, 'Talk to sales'. Third-party sources disagree about self-serve tiers. · Where: Sydney-based company; the maker lists data residency as a security feature but does not name regions. · Surfaces: web, API

Incidents

  • None logged.

Closest fiction

Her — Software that quietly runs the admin of a working life.

Related work & office agents

History

  • 2026-11-04 Added to the index.

Sources

  1. Relevance AI Relevance AI
  2. Relevance AI pricing Relevance AI
  3. Relevance AI agent $37 million Series B raise SmartCompany, 2025-05-07

← All agents in the index · Autonomy is rated on what the product does today, on a 1–5 scale. Every fact links to a source.