Want to build an AI agent without writing code? Relevance.ai makes it simple for businesses to create AI-powered agents using a no-code platform. Whether youâre improving customer service or streamlining operations, this guide will show you how to get started quickly.
Relevance.aiâs user-friendly platform helps you create AI solutions tailored to your business needs. Ready to dive in? Letâs get started!
Getting started with Relevance.ai is simple and doesnât require much technical know-how.
Follow these easy steps to set up your account:
If you're opting for the free plan, there's no need to enter a credit card to check out the platform's features.
The Relevance.ai dashboard is built for easy navigation and includes the following key sections:
Create and manage agents
Build agents from scratch or use ready-made templates
Connect resources
API integrations and LLM chains
Set up
Assign roles like Admin, Editor, and Viewer
Monitor compliance
SOC 2 Type II and GDPR settings
Here are some standout features of the platform:
Once your account is ready and you've explored the dashboard, youâll be set to start planning your AI agent.
Start by defining clear objectives for your AI agent. Pinpoint the business challenges you want to tackle, keeping in mind both immediate priorities and long-term growth.
Use the SMART framework to guide your goal-setting:
Goal Component
Description
Example
Clearly outline tasks and functions
Handle shipping inquiries
Establish success metrics
Cut response time by 50%
Set realistic targets
Process 1,000 queries daily
Align with business goals
Boost customer satisfaction scores
Define a deadline
Meet goals within 3 months
Think about the main tasks your agent will handle, the data it will need, required integrations, how autonomous it should be, compliance requirements (like GDPR or CCPA), and how success will be measured.
Relevance.ai offers two main options for creating your AI agent: pre-built templates or a custom-built solution. The choice depends on your goals and available resources.
Pre-built Templates:
Custom Build:
For instance, a major tech company enhanced their internal cloud support desk by deploying an AI agent with well-defined goals. They prioritized reducing Mean Time to Resolution (MTTR) for support tickets using an Intelligent Workflow system. This structured strategy led to measurable improvements in their operations.
For businesses new to AI agents, starting with a template and customizing it as you go often strikes the best balance between speed and functionality. This method lets you quickly deliver results while gaining hands-on experience with the platform. You can then refine the agent based on real-world feedback and data.
With clear objectives and the right approach, you're ready to start building your AI agent.
Choosing the right name for your AI agent is more important than you might think. A clear, descriptive name helps the Large Language Model (LLM) understand and execute tasks effectively.
"The names you give your tools are crucial, as they are added to the LLM prompt that powers the agent using your tool. Names significantly impact performance, as agents consider these strongly when deciding how and when to use your tools." - Relevance AI Documentation
Hereâs a quick guide to naming your agent's tools:
Be specific about the purpose
Avoid vague terms
â "Get LinkedIn company posts"
Include both an action and an object
Skip to technical implementation
â "LinkedIn scraper"
Keep the language clear and concise
Avoid overly technical jargon
â "Summarize Glassdoor interviews"
Mention the system for integrations
Use generic descriptions
â "Search LinkedIn"
Once youâve nailed down a clear name and purpose, youâre ready to configure the agentâs settings for consistent results.
The 'Build' tab is where youâll set your agentâs core configurations to ensure it functions as needed:
Enhance your agentâs abilities by integrating tools. The platform supports a range of systems and platforms, creating an efficient automation network.
Here are some popular tool categories and their potential impact:
Communication
Slack Integration, Email Escalation
Better team coordination
CRM
Hubspot Sync, Airtable Toolkit
Improved customer data management
Content
YouTube Transcription, LinkedIn Post Enhancement
Easier content production
Sales
SPIN Selling, Lead Enrichment
Research
Knowledge Retrieval, Sentiment Analysis
Smarter, data-backed decisions
Pick tools that align with your agentâs goals. For example, a customer service agent would benefit more from communication and CRM tools than content creation features.
Thorough testing can reduce errors by 35% and increase satisfaction by 25%.
Test Category
Example Scenarios
Success Metrics
Basic Functions
Query handling, Tool integration
Response time < 2s
Edge Cases
Complex requests, Multiple tools
Task completion > 80%
Error Handling
Invalid inputs, System limits
Error rate < 5%
Performance
High volume, Concurrent requests
Latency within specs
"Testing is the foundation of building AI agents that are reliable, efficient, and trusted." - Manjeet Singh, Senior Director of Product Management, Salesforce AI Cloud
Once you've validated basic functions and edge cases, focus on fine-tuning your agent's responses.
Refining your agent's performance is key:
Make sure your agent meets these performance benchmarks:
Metric
Target
Monitoring Tool
Response Time
Under 2 seconds
Performance Dashboard
Task Completion
80% or higher
Analytics Panel
Error Rate
Below 5%
Error Tracking System
User Satisfaction
Above 85%
Feedback Metrics
"Advanced benchmarks expose the gulf between laboratory performance and real-world reliability. They're not just tests; they're roadmaps for building truly robust AI systems." - Dr. Emma Liu, AI Ethics Researcher
Once your AI agent is tested and live, you can start exploring its potential to enhance customer service and drive sales.
AI agents are transforming customer support by automating tasks and efficiently routing tickets. For instance, a major telecommunications company managed to cut simple support tickets by 60% within just three months. These AI tools can handle common support scenarios with over 95% accuracy. This success is largely due to their advanced natural language processing capabilities, machine learning techniques, and integration with CRM systems.
"AI agents are computer programs that automate customer service tasks by using artificial intelligence to understand and respond to customer queries. They combine natural language processing, machine learning, and knowledge bases to handle everything from basic questions to complex support tickets without human intervention." - Scott Henderson, Head of Marketing at Relevance AI
AI agents aren't just limited to customer service - they're also making waves in sales and marketing.
In sales and marketing, AI agents are helping businesses deliver highly personalized, data-driven communication. A recent study revealed that 65% of organizations now use generative AI in marketing, with personalized campaigns increasing customer spending by 37%. A B2B tech company saw impressive results when targeting CTOs with cybersecurity content on LinkedIn, achieving conversion rates 75% higher than their average leads.
"Before diving into AI when it comes to
, the first thing you should make sure to have is accurate data that mimics your target audience. Without quality data it is very difficult to use AI. This is because AI tools rely on accurate data sets to provide analysis and recommendations on how to generate leads." - Ryan Doser, VP of Inbound Marketing, Empathy First Media
Relevance.ai makes it easy for businesses to build AI agents without needing to write a single line of code. Its user-friendly design allows professionals to create AI solutions without technical skills. This approach aligns with industry forecasts, such as Gartner's prediction that by 2025, 70% of new enterprise applications will rely on low-code or no-code tools.
"Even though it's a no-code platform the use cases are unlimited and you can customize it any way you want and DO anything you want." - Ben Van Sprundel, AI Consultant and Youtuber
Interested in exploring what this platform can do for you? Itâs easy to dive in and start building.
Signing up is straightforward and free - no credit card needed. The platform offers expert-designed templates, access to multiple LLM providers (like OpenAI, Anthropic, Cohere, and PaLM), and tools for customizing in natural language - all within a visual interface. Start by choosing a pre-built template that fits your business goals. Test and fine-tune your AI agent through smaller deployments. Once youâre confident, scale up by using the platformâs multi-agent tools to grow your AI capabilities.
