AI Custom App Agent Deployment Platform

What is Relly and how does it help my GTM team?

Relly is the AI Workforce platform for GTM teams looking to grow faster with AI agents. It lets reps, CSMs, and marketers delegate tasks to AI teammates in Chat, enabling hundreds of actions across your GTM stack. Out-of-the-box agents include Lead Router, Enrichment Agent, Outbound SDR, Research Agent, Inbound Qualification Agent, and Customer Support Agent. Use Relly to follow up stalled deals, research blockers, draft follow-ups, and send personalized nudges—while building multi-agent teams that handle inbound, outbound, onboarding, and expansion, all triggered by events.

​

What security and privacy protections does Relevance AI provide?

• SOC 2 Type II and GDPR compliance.
• Data is stored securely and is not used for model training.
• Encryption: AES-256 at rest and TLS in transit.
• Enterprise SSO with role-based access control (SSO & RBAC).
• Data residency: multi-region deployment to keep data in your region; single-tenant and private cloud deployment options available.
• Full version history on every agent with rollback capabilities.
• Fine-grained access control to manage permissions.

​

What are common use cases for Relevance AI across GTM teams?

• Automating sales research, outreach, and CRM updates with agents like Lead Router, Enrichment Agent, and Outbound SDR.
• Preparing for calls with Research Agent using relevant prospect data.
• Real-time inbound lead qualification and routing with Inbound Qualification Agent.
• 24/7 AI-powered customer support with Customer Support Agent.
• End-to-end GTM automation across inbound, outbound, onboarding, and expansion, triggered by events.

​

What automation levels does Relevance AI offer for GTM tasks?

• Assisted: GTM operators delegate ad-hoc tasks to agents via Chat.
• Copilot: Agents execute curated GTM playbooks end-to-end; operators initiate and review outputs.
• Autopilot: Agents are triggered by pipeline signals and act autonomously; humans handle escalations.
• Self-Driving: Agents learn what works, adapt, and scale GTM without increasing headcount.

​

What AI agents are available out of the box?

• BDR Agent
• Lead Router
• Enrichment Agent
• Outbound SDR
• Research Agent
• Inbound Qualification Agent
• Customer Support Agent

​

Can I build and customize my own agents without coding?

Yes. No-code builder to construct production-ready agents without writing code. Point, click, deploy. Train agents with your experts and connect to your stack (Salesforce, HubSpot, Slack, Zapier, and 1000+ tools). Start from templates and build custom agent skills. You can choose the best model for each task (GPT, Claude, Gemini, Kimi K) and swap providers anytime.

​

What models can I use and can I switch between providers?

You can use the right model for each task and swap anytime. The platform supports GPT, Claude, Gemini, and Kimi K.

​

How can I connect to my existing stack?

Relly connects to your existing tools, including Salesforce, HubSpot, Slack, Zapier, and more. It supports 1000+ apps to fit your current workflow.

​

How does version control and monitoring work?

• Full version history on every agent with the ability to roll back instantly when needed.
• Agent evaluations and monitoring help you measure what matters without unnecessary complexity.

​

What data storage options exist and deployment options?

• Data residency with multi-region deployment to keep data in your region.
• Options for single-tenant and private cloud deployment.

​

How can I view pricing and start using Relevance AI?

Pricing is available on the Pricing page. You can start with a free trial or talk to sales to discuss options.

​

What resources are available to learn and get help?

• Documentation
• Changelog
• API & Python SDK
• Learn resources (Relevance Community)
• Customers, Blog, Topics, Tools, Workflows
• Support (and contact options)
• Book a demo

​

What is the GTM automation roadmap for Relly?

Relly follows a self-driving GTM roadmap with four levels: Assisted, Copilot, Autopilot, and Self-Driving. Each level increases autonomy, enabling deeper automation across GTM tasks.