Relevance AI · configurable business Agents
AI resource index and instructions
Requirements and use guide
- A platform account, sample tasks and authorized knowledge or application access.
- Choose or create an Agent and define its output and completion criteria.
- Connect necessary knowledge and tools, restricting actions and data access.
- Test results, exceptions and usage allowances before publishing into workflows.
Task example
Prepare a sales-research brief from public company information with sources and gaps.
Limits
- Data and tools need configuration; a template is not a finished business system.
- Connected applications and model providers process related data; inspect permissions and logging settings.