# Relevance AI Documentation

## Docs

- [Account deletion](https://relevanceai-docs-tsp-1158.mintlify.app/admin/account-management/account-deletion.md): How to delete your Relevance AI account
- [Changing your email address](https://relevanceai-docs-tsp-1158.mintlify.app/admin/account-management/change-email-address.md): How to change your Relevance AI account email address
- [Changing your password](https://relevanceai-docs-tsp-1158.mintlify.app/admin/account-management/change-password.md): How to change your Relevance AI account password
- [Update your profile information](https://relevanceai-docs-tsp-1158.mintlify.app/admin/account-management/update-profile-info.md): How to update your name and company on your Relevance AI profile
- [Add members to your project and organization](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/add-members.md): Add members to your project to collaborate with your team.
- [Change the name of your project and organization](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/change-project-and-org-name.md): Rename your project and organization.
- [Project deletion](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/delete-project.md): How to delete projects in Relevance AI
- [Organization, project and agent IDs](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/ids.md): Learn how to find your organization, project and agent IDs
- [Remove members from your project and organization](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/remove-members.md): Remove members from your Relevance AI projects and organizations
- [How to switch projects](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/switch-projects.md): Learn how to switch between projects in both Builder and Chat
- [Credit and action usage alerts](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/usage-alerts.md): Set usage alerts to receive email notifications on your credit and action usage
- [Credit and action usage limits](https://relevanceai-docs-tsp-1158.mintlify.app/admin/project-management/usage-limits.md): Set usage limits to make sure your users don't exceed hard limits
- [Security overview](https://relevanceai-docs-tsp-1158.mintlify.app/admin/security.md): Relevance AI is SOC 2 Type II compliant and works with trusted vendors.
- [Pricing and packaging changes](https://relevanceai-docs-tsp-1158.mintlify.app/admin/subscriptions/new-pricing.md): Subscriptions in Relevance AI are changing, starting 8 September 2025
- [Plans and credits](https://relevanceai-docs-tsp-1158.mintlify.app/admin/subscriptions/plans.md): Understand different plans at Relevance AI, and learn how to manage your subscription
- [Spend controls](https://relevanceai-docs-tsp-1158.mintlify.app/admin/subscriptions/spend-controls.md): Configure automatic top-up limits for Actions and Vendor Credits to ensure your account never runs out unexpectedly
- [System quotas](https://relevanceai-docs-tsp-1158.mintlify.app/admin/system-limits.md): Maximum system resource allocations
- [On-Call AI Commands](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/advanced-features/on-call-ai-commands.md): Control your meeting agent in real-time with trigger words
- [Bosh BDR Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/agent-examples/bosh-bdr-agent.md): Bosh is an enterprise-ready BDR agent
- [Phone Agents](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-modes/phone-calls.md): Agents that can speak, listen, and take action during a call
- [Flow Builder](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/flow-builder.md): Carefully craft decisions for your Agent
- [General](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/general.md)
- [Language Model](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/language-model.md): Access advanced settings related to the Language Model for your Agent
- [Subagents](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/subagents.md): Add Subagents to your Agent
- [Give Your Agent Tasks](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/task-view.md)
- [Visual Data Masking](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-settings/visual-data-masking.md): Protect sensitive information in the UI while agents continue to work with actual data
- [Webhook Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-triggers/custom-webhook.md): Connect to a custom webhook to trigger your Agent
- [Integration Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-triggers/integrations.md): Trigger your Agents from 1,000+ integrations
- [Scheduled Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-triggers/scheduled-triggers.md): Set your Agent to run on a schedule or send messages at specific times
- [SDK & API Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-triggers/sdk-and-api-triggers.md): Trigger your Agent using the Relevance AI SDK or API
- [Tools as Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/agent-triggers/tools-as-triggers.md): Use a Tool as a trigger for your Agent
- [Alerts](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/alerts.md): Set up rules to get notified when your agent encounters an issue, reaches a threshold, or gets updated.
- [Evals](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/evals.md): Test and evaluate your AI Agents with scenario-based evaluations and automated Evaluators
- [Memory](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/memory.md): Extract and recall metadata from your Agent's task output
- [Prompt](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/prompt.md): Crafting a prompt to instruct your Agent
- [Give Your Agent Tools](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/tools.md)
- [Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/triggers.md)
- [Variables](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/build-your-agent/variables.md)
- [Create an Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/create-an-agent.md): How to create your first Agent in Relevance AI.
- [Delete Your Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/delete-agent.md): Remove your Agents from Relevance AI
- [Bulk scheduling](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/give-your-agent-tasks/bulk-schedule.md): Learn how to schedule batch tasks to run automatically for your agent
- [Interact with your Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/give-your-agent-tasks/interact-with-your-agent.md): What are tasks and how do they differ from prompt?
- [Give Your Agent Tasks](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/give-your-agent-tasks/task-overview.md): What are tasks and how do they differ from prompt?
- [Task Queue](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/give-your-agent-tasks/task-queue.md): Learn how to access and manage your agent task queue, including how to cancel tasks and view task statuses
- [Share Your Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/share-your-agent.md): Learn how to share your agent with others using different UI options
- [Meeting Auto-Scheduling Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/use-cases/calendar-scheduling.md): Automate meeting coordination with AI-powered scheduling
- [Meeting Agents](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/use-cases/meeting-agents-overview.md): Stop taking notes and coordinating schedules. Let AI handle your meetings.
- [Meeting Notetaker Agent](https://relevanceai-docs-tsp-1158.mintlify.app/build/agents/use-cases/meeting-notetaker.md)
- [Build with Relevance AI](https://relevanceai-docs-tsp-1158.mintlify.app/build/introduction.md): An overview of building agents, tools, and workforces in Relevance AI.
- [Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/create-knowledge.md): Our Retrieval Augmented Generation (RAG) solution
- [Enrich with Tool](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/enrich-with-tool.md): Run a Tool across rows in your Knowledge table to add AI-generated columns
- [Find and Use Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/find-and-use-knowledge.md): Knowledge is the foundation of intelligent AI agents in Relevance AI.
- [Google Drive as a Knowledge Source](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/integrated-knowledge-sources/google-drive.md): Use Google Drive as a source of Knowledge for your Agents
- [Notion as a Knowledge Source](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/integrated-knowledge-sources/notion.md): Use Notion as a source of Knowledge for your Agents
- [Sharepoint as a Knowledge Source](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/integrated-knowledge-sources/sharepoint.md): Use Sharepoint as a source of Knowledge for your Agents
- [Knowledge Tool steps](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/knowledge-tool-steps.md): Use Tool steps to interact with your Knowledge tables
- [Use Snippets for Quick Access](https://relevanceai-docs-tsp-1158.mintlify.app/build/knowledge/use-snippets-for-quick-access.md): Snippets transform how you manage shared text across your Relevance AI workspace.
- [Create a Tool](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/create-a-tool.md): How to create your first Tool in Relevance AI.
- [Branching](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/branching.md): Add conditional branches to Tool steps in your Tools
- [Inputs](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/inputs.md): Inputs for tools
- [Looping](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/looping.md): Loop through Tool steps in your Tools
- [Outputs](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/outputs.md): Outputs for tools
- [Steps](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/steps.md): Steps for tools
- [Style Guide](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/customize-tool/tool-style-guide.md): Make tools perform better with agents
- [Delete a tool or tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/delete-tool.md): How to delete tools and individual tool steps
- [Share your Tool](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/share-your-tool.md): Learn how to share your Tool with others using different UI options
- [Tool steps](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps.md): Find info on our most popular Tool steps in Relevance AI
- [Airtop - Page Information & Monitoring](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/airtop-browser-automation/page-information.md): Query page content, capture screenshots, and monitor page conditions with Airtop browser automation
- [Airtop - Page Interaction](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/airtop-browser-automation/page-interaction.md): Interact with web pages using Airtop - click elements, type text, and scroll pages for browser automation
- [Airtop - Window Management](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/airtop-browser-automation/window-management.md): Manage browser windows with Airtop - create windows, load URLs, and close windows for browser automation
- [API Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/api.md): Use the API Tool step to run a custom API call to another product / service
- ['Confluence - Create Post' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/confluence/create-post.md): Create a blog post in one of your Confluence spaces
- ['Confluence - Search Content' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/confluence/search-content.md): Search Confluence using CQL in Relevance AI
- ['Convert audio/video to text' Tool steps](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/convert-audio-video-to-text.md): Use three different Tool steps to convert audio/video to text
- ['Convert PDF to text' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/convert-pdf-to-text.md): Use a Tool step to convert PDFs into text for your Agents and Tools to read
- ['Convert a spreadsheet to JSON' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/convert-spreadsheet-to-json.md): Use a Tool step to convert CSVs and XLSXs into JSON
- [Delay Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/delay.md): Delay your Agents and Tools by using the Delay Tool step
- [Extract Website Content Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/extract-website-content.md): Use the Extract Website Content Tool step to turn websites into text and HTML for your Agents and Tools
- ['Convert a file to text' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/file-to-text.md): Use a Tool step to convert files into text
- [Firecrawl Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/firecrawl.md): Use Firecrawl as a step in your Tools to turn websites into LLM-ready data
- [Add Label to Email](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/gmail/add-label-to-email.md): The Add Label to Email tool step allows you to add a tag to an email
- [List Labels](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/gmail/list-labels.md): The Add Label to Email tool step allows you to add a tag to an email
- [Cancel Event in Google Calendar](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/cancel-event-in-google-calendar.md): The Cancel Event in Google Calendar tool step allows you to delete an event in your Google Calendar
- [Check Google Calendar Availability](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/check-google-calendar-availability.md): The Check Google Calendar Availability tool step allows you to check the availability of a calendar
- [Create Google Calendar Event](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/create-google-calendar-event.md): The Create Google Calendar Event tool step allows you to create an event in your Google Calendar
- [Get All Google Calendars Details](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/get-all-google-calendars-details.md): The Get All Google Calendars Details tool step allows you to get information about all your Google Calendars
- [Get Events from Google Calendar](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/get-events-from-google-calendar.md): The Get Events from Google Calendar tool step allows you to get your upcoming events from your Google Calendar
- [Get Google Calendar Event Details](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-calendar/get-google-calendar-event-details.md): The Get Google Calendar Event Details tool step allows you to get the details of a specific event in your Google Calendar
- [Append Image to Document](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/append-image-to-document.md): The Append Image to Document tool step allows you to add an image to your doc
- [Append Text](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/append-text.md): The Append Text tool step allows you to append text to a Google Doc
- [Create a New Document](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/create-a-new-document.md): The Create a New Document tool step allows you to create a new document with preexisting content
- [Create New Document from Template](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/create-new-document-from-template.md): The Create New Document from Template tool step allows you to create new documents using existing documents as templates
- [Get Document](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/get-document.md): Get Document tool step allows you to retrieve the contents of a file in your Google Drive
- [Replace Text](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-docs/replace-text.md): The Replace Text tool step allows you to replace text in a Google Doc
- [Google Search Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-search.md): Add a Google Search step to your Tools
- [Add Multiple Rows](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/add-multiple-rows.md): The Add Multiple Rows tool step allows you to add multiple rows to your Google Sheet
- [Add Single Row](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/add-single-row.md): The Add Single Row tool step allows you to add a row to your Google Sheet
- [Clear Cell](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/clear-cell.md): The Clear Cell tool step allows you to clear a cell in your Google Sheet
- [Clear Rows](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/clear-rows.md): The Clear Rows tool step allows you to clear rows in your Google Sheet
- [Copy Worksheet](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/copy-worksheet.md): The Copy Worksheet tool step allows you to copy a worksheet from one Google Sheet to another
- [Create Column](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/create-column.md): The Create Worksheet tool step allows you to create a new Google Sheet
- [Create Spreadsheet](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/create-spreadsheet.md): The Create Spreadsheet tool step allows you to create a new Google Sheet
- [Create Worksheet](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/create-worksheet.md): The Create Worksheet tool step allows you to create a new Google Sheet
- [Delete Rows](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/delete-rows.md): The Delete Rows tool step allows you to delete rows in your Google Sheet
- [Delete Worksheet](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/delete-worksheet.md): The Delete Worksheet tool step allows you to delete a worksheet in your Google Sheet
- [Find Row](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/find-row.md): The Find Row tool step allows you to find a row in your Google Sheet
- [Get Cell](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/get-cell.md): The Get Cell tool step allows you to retrieve a cell from your Google Sheet
- [Get Spreadsheet by ID](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/get-spreadsheet-by-id.md): The Get Spreadsheet by ID tool step allows you to retrieve a spreadsheet from your Google Drive
- [Get Values in Range](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/get-values-in-range.md): The Get Values in Range tool step allows you to retrieve data from your Google Sheet
- [List Worksheets](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/list-worksheets.md): The List Worksheets tool step allows you to list all the worksheets in a Google Sheet
- [Update Cell](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/update-cell.md): The Update Cell tool step allows you to update any cell in your Google Sheet
- [Update Multiple Rows](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/update-multiple-rows.md): The Update Multiple Rows tool step allows you to update multiple rows in your Google Sheet
- [Update Row](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/google-sheets/update-row.md): The Update Row tool step allows you to update any row in your Google Sheet
- [Advanced Knowledge Search (2m context)](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/advanced-knowledge-search-2m.md): The 'Advanced Knowledge Search (2m context)' Tool allows you to search your knowledge table with a prompt using CAG
- [Delete Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/delete-knowledge.md): The 'Delete Knowledge' Tool step allows your agent to remove information from your knowledge table — making it easy to manage and keep your data relevant and up to date.
- [Get Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/get-knowledge.md): The Get Knowledge feature allows you to search and retrieve information directly from your knowledge table without RAG
- [Insert Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/insert-knowledge.md): The 'Insert Knowledge' Tool step lets your agent save information by adding new rows to your knowledge table—making it easy to capture and store data dynamically.
- [Knowledge Search](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/knowledge-search.md): The 'Knowledge Search' Tool allows you to search knowledge tables with RAG
- [Update Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/update-knowledge.md): The 'Update Knowledge' Tool step lets you update existing rows in your knowledge table—making it easy to keep your data current and accurate.
- [Using Variables in JSON](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/knowledge/using-variables-in-json.md): Learn how to use variables from Tool inputs and other Tool steps in JSON fields for Knowledge Tool steps
- ['RapidAPI - Get a LinkedIn Profile/Company and Posts' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/linkedin/get-linkedin-profile.md): Fetch a LinkedIn profile / company and its posts
- ['Unipile - LinkedIn Action' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/linkedin/linkedin-action.md): Perform actions on LinkedIn using this Tool step
- ['Crustdata - Search LinkedIn Profiles' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/linkedin/search-linkedin-profiles.md): Search through LinkedIn profiles using this Tool step
- [LLM Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/llms/llm-tool-step.md): Use a LLM as a step in your Tools
- [Python Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/python-code/code-python.md): Empower your agent with custom code using one of the world's most popular and beginner-friendly languages
- [Python Helper Functions](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/python-code/code-python-helper-functions.md): Natively Supported Helper Functions
- ['Slack - Retrieve Messages' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/slack/retrieve-messages.md): Retrieve messages from a Slack channel using Relevance AI
- ['Slack - Send Message' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/slack/send-message.md): Send a message to a Slack channel from Relevance AI
- ['Trello - Add Checklist' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/trello/add-checklist.md): Add a checklist to a card in Trello
- ['Trello - Add Comment' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/trello/add-comment.md): Add a comment to a card in Trello
- ['Trello - Archive Card' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/trello/archive-card.md): Archive a card in Trello
- ['Trello - Create a Checklist Item' Tool step](https://relevanceai-docs-tsp-1158.mintlify.app/build/tools/tool-steps/trello/create-checklist-item.md): Add a checklist item to a checklist in Trello
- [Add, create, edit and connect Agents to your Workforce](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/add-agents.md): Adding agents to your Workforce allows you to create powerful multi-agent systems where specialized AI agents work together to accomplish complex tasks.
- [Add Conditions](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/add-conditions.md): Conditions in Workforce act as powerful decision-making components that allow you to create intelligent workflows with conditional logic.
- [Add Tools](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/add-tools.md): Tools are essential components in your AI Workforce that enable agents to perform specific actions and complete tasks.
- [Add Triggers](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/add-triggers.md): Triggers are the starting points that initiate workflows in your AI Workforce. They determine when and how your agents begin their work, serving as the entry points to your entire workflow system.
- [Edge Settings](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/edge-settings.md): Edge Settings control how nodes are connected to each other in your AI Workforce.
- [Introduction to Nodes](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/introduction-to-nodes.md): Nodes are the fundamental building blocks of a workforce in Relevance AI. They represent all the components you can place on your workspace to create automated workflows.
- [Notes](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/build-an-ai-workforce/notes.md): Clarify purpose, instructions, and collaboration using notes for your Workforce.
- [Create a Workforce](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/create-a-workforce.md): How to create your first Workforce in Relevance AI.
- [Share your Workforce](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/share-your-workforce.md): Learn how to share your Workforce with others as a cloneable template
- [Agent to Agent Configuration](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/agent-to-agent-configuration.md): Agent to Agent configuration is a powerful capability within Workforce that enables you to create sophisticated multi-agent systems where agents can collaborate, delegate tasks, and work together to solve complex problems.
- [Agent to Tool Configuration](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/agent-to-tool-configuration.md): Agent to Tool configuration is a powerful feature within Workforce that enables you to establish connections between your AI agents and the tools they need to complete tasks.
- [Approvals and Escalations](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/approvals-and-escalations.md): Approvals and escalations are essential components of Workforce that ensure your AI agents operate with appropriate oversight and can effectively handle situations requiring human intervention.
- [Communication](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/communication.md): Communication is a fundamental aspect of Workforce that defines how agents interact with each other within your AI workforce.
- [Condition to Tool Configuration](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/condition-to-tool-configuration.md): Condition to Tool connections in Workforce allow you to create intelligent workflows that execute tools only when specific conditions are met.
- [Tool to Tool Configuration](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/tool-to-tool-configuration.md): Tool to Tool configuration is a powerful feature in Workforce that allows you to connect tools directly to other tools, creating automated workflows without requiring agent intervention.
- [Trigger to Agent Configuration](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/trigger-to-agent-configuration.md): Connecting triggers to agents is a fundamental aspect of building effective AI workforces in Relevance AI.
- [Workforce Task View](https://relevanceai-docs-tsp-1158.mintlify.app/build/workforces/workforce-features/workforce-task-view.md): The Workforce Task View provides a centralized interface for monitoring, managing, and interacting with your AI workforce.
- [Analytics](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/analytics.md): Monitor your AI workforce performance, costs, and usage in real-time
- [Asset-level authentication controls](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/asset-controls.md): Set authentication controls at an asset level
- [Data Retention](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/data-retention.md): Control how long sensitive data is stored in your Relevance AI organization
- [Default organization and project](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/default-org.md): Auto-assign users to the right organization and project
- [Organization-level integration controls](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/integration-controls.md): Enable integrations that your team can use at the organization level
- [Organization / project controls and governance](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/org-project-controls-governance.md): Use the API to automate project controls and governance
- [Organization- and project-level API keys](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/org-project-level-api-keys.md): Set API keys at the organization and project level in Relevance AI
- [Organization Structure Best Practices](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/org-structure-best-practices.md): Design an effective organizational structure for your Enterprise deployment
- [Quick start guide for Enterprise](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/quick-start-guide.md): Your complete guide to setting up and configuring Relevance AI for Enterprise teams
- [Role-based access controls (RBAC)](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/rbac.md): Enhancing security, collaboration, and control for Enterprise teams
- [Directory Sync and Groups](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/rbac-groups.md): Sync your identity provider groups to Relevance AI for bulk user management
- [Single Sign-On (SSO) Setup](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/sso-setup.md): Configure secure authentication with your identity provider using SAML 2.0 or OIDC protocols
- [Event Streaming for Observability (OpenTelemetry)](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/streaming-events.md): Stream audit logs and execution traces to your own infrastructure for compliance, analytics, and observability
- [User Level Authentication](https://relevanceai-docs-tsp-1158.mintlify.app/enterprise/user-level-authentication.md): Enable agents to use individual user authentication for secure, private access to integrations
- [Deep Researcher](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/chat-agents/deep-researcher.md): Conduct deep research with our Deep Researcher Agent in Chat
- [Image Generator](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/chat-agents/image-generator.md): Generate images with our Image Generator Agent in Chat
- [Slide Builder](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/chat-agents/slide-builder.md): Use Slide Builder in Chat to create AI-generated slide decks
- [Website Builder](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/chat-agents/website-builder.md): Build websites with our Website Builder Agent in Chat
- [Chat](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/introduction.md): Meet Relevance Chat -- our new interface for using AI Agents and Workforces on the fly
- [File system](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/file-system.md): Persistent storage for documents and reference material that the agent can access across all conversations
- [Integrations](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/integrations.md): Connect your GTM tools to Super GTM via OAuth, API key, or built-in integrations
- [Super GTM](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/introduction.md): An AI super agent for your entire go-to-market stack, with persistent skills, memory, and deep integrations
- [Memory](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/memory.md): How the agent remembers your preferences, corrections, and context across conversations
- [Scheduled tasks](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/scheduled-tasks.md): Set up recurring prompts that Super GTM acts on automatically at a time you define
- [Skills](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/chat/super-gtm/skills.md): Repeatable workflows that your agent activates automatically based on what you ask for
- [Agents](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/agents.md): Introduction to AI agents and building your AI Workforce!
- [API integration](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/api-integration.md): Add custom API keys to connect services Relevance doesn't have built-in, or use the Relevance API key to access the platform programmatically.
- [Knowledge](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/knowledge.md): Give your agents the context they need with Relevance AI's RAG-powered knowledge system.
- [Programmatic GTM](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/programmatic-gtm.md): Build and manage your GTM agents programmatically using Claude Code or any MCP-compatible AI client connected to Relevance AI.
- [Tools](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/tools.md): The actions your agents use to get things done — from API calls to LLM prompts to custom code.
- [Workforces](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/core-concepts/workforces.md): Workforce transforms how your agents collaborate by providing a visual canvas where you can design, connect, and monitor teams of specialised agents.
- [Introduction](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/introduction.md): Relevance AI is the home of your AI Workforce.
- [Marketplace](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/introduction.md): Discover the world's top AI Agents
- [Become a Relevance Builder](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/relevance-builders/become-a-relevance-builder.md): Learn how to become a Relevance Builder and start sharing your Agents and Tools in the Marketplace
- [Getting paid for your Agents](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/relevance-builders/getting-paid.md): Learn about pricing, payments, and maximizing your earnings from Marketplace listings
- [Set up your Relevance Builder profile](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/relevance-builders/setup-builder-profile.md): Learn how to create your Relevance Builder profile and connect your Stripe account
- [Submit Agents to the Marketplace](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/relevance-builders/submit-agents.md): Learn how to submit Agents and Tools to the Marketplace and meet approval requirements
- [Supporting your Agents](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/marketplace/relevance-builders/supporting-agents.md): Learn about support expectations and engaging with the Relevance AI Community
- [Quick Start](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/quick-start-guide.md): Build and test your first AI agent in under 5 minutes.
- [How to reach out to our support team](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/support.md): How to contact Relevance AI support for help and questions
- [Troubleshooting agents not working](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/troubleshooting/troubleshooting-agents-not-working.md): Troubleshoot agents that are failing or not working properly
- [Troubleshooting browser issues](https://relevanceai-docs-tsp-1158.mintlify.app/get-started/troubleshooting/troubleshooting-browser-issues.md): Troubleshoot browser-related issues with Relevance AI
- [Add Integrations](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/add-integrations.md): Integrations transform your AI agents into powerful workflow automation tools by connecting them with external services and platforms.
- [Email warmups](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/integration-examples/email-warmups.md): Use case: Warm up your email before starting your email marketing campaigns.
- [Integrations](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/introduction.md): Connect your AI agents with external tools and services to create powerful, automated workflows across your entire tech stack.
- [Anthropic LLM models](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/llm-integrations/anthropic.md): Learn more about Anthropic LLM models and how to connect your AWS Bedrock or Google Cloud Platform account to access Anthropic models
- [Azure LLM models](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/llm-integrations/azure.md): Learn more about Azure LLM models
- [Google's Gemini LLM models](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/llm-integrations/gemini.md): Learn more about Google's Gemini LLM models and how to access them via Google AI Studio and Google Cloud Platform
- [OpenAI LLM models](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/llm-integrations/openai.md): Learn more about OpenAI LLM models
- [OpenRouter LLM models](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/llm-integrations/openrouter.md): Learn more about OpenRouter LLM models
- [MCP Client](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/mcp/mcp-client.md): Connect external MCP servers to your Relevance AI agents, giving them access to tools from other services.
- [Agent Skills](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/mcp/programmatic-gtm/agent-skills.md): Give your AI coding assistant built-in knowledge of Relevance AI by cloning the agent skills repository.
- [Claude Code Plugin](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/mcp/programmatic-gtm/claude-code.md): Use the Relevance AI Claude Code plugin to build and manage your GTM agents directly from your terminal.
- [OpenAI Codex](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/mcp/programmatic-gtm/codex.md): Connect OpenAI Codex to Relevance AI using the MCP server and agent skills.
- [MCP Server](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/mcp/programmatic-gtm/mcp-server.md): Connect to Relevance AI from Claude Desktop, Cursor, VS Code, ChatGPT, and other MCP-compatible AI clients.
- [Airtop](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/airtop.md): Connect your Airtop browser automation account with Relevance AI to automate web interactions, data extraction, and browser-based tasks.
- [Apollo](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/apollo.md): Apollo is a B2B sales intelligence and engagement platform for finding, enriching, and engaging prospects.
- [Canva](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/canva.md): Elevate your visual content creation capabilities with the Canva integration for Relevance AI.
- [Chrome Extension](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/chrome-extension.md): Extract content from any web page and send it directly to an AI agent chat in Relevance AI.
- [Confluence Cloud](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/confluence.md): Confluence is a powerful collaboration platform that helps teams organize, create, and share knowledge.
- [Content Snare](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/content-snare.md): Automate client onboarding, information collection, and document gathering workflows with the Content Snare integration.
- [Fireflies.ai](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/fireflies.md): Connect Fireflies.ai to Relevance AI to access meeting transcripts, retrieve meeting data, and upload audio files for transcription
- [Firmable](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/firmable.md): Firmable is a B2B sales intelligence platform specializing in Australian and New Zealand markets, providing accurate company and contact data for ANZ businesses.
- [Freshdesk](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/freshdesk.md): Interact with your Freshdesk with Relevance.
- [GitHub](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/github.md): GitHub is the world's leading platform for version control and collaborative software development.
- [Gmail](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/gmail.md): Connect and create emails with Relevance AI's Gmail integration
- [Google Analytics (GA4)](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/google-analytics.md): Connect Google Analytics 4 to Relevance AI to automate reporting, track conversions, and manage properties with AI agents
- [Google Calendar](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/google-calendar.md): Connect your Google Calendar from Relevance AI
- [Google Sheets](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/google-sheets.md): Connect to Google Sheets from Relevance AI.
- [HubSpot](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/hubspot.md): Interact with your HubSpot CRM with Relevance.
- [LinkedIn](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/linkedin.md): Interact with your LinkedIn account with Relevance.
- [Lusha](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/lusha.md): Lusha is a leading B2B sales intelligence and lead enrichment platform trusted by over 1.5 million users worldwide.
- [Marketo](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/marketo.md): Marketo is a leading marketing automation platform for lead management, email marketing, and campaign analytics.
- [Microsoft Teams](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/microsoft-teams.md): Microsoft Teams is a collaboration platform that combines workplace chat, video meetings, file storage, and application integration.
- [Notion](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/notion.md): Seamlessly connect your AI agents with Notion workspaces to automate document creation, information retrieval, and workspace management.
- [Outlook](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/outlook.md): Microsoft Outlook is a comprehensive email and calendar management platform used by millions of professionals worldwide.
- [Salesforce](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/salesforce.md): Interact with your Salesforce CRM with Relevance.
- [Slack](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/slack.md): Relevance AI's integration for Slack allows you to connect your Relevance AI Agents with Slack, enabling seamless communication between your AI Workforce and your team's Slack workspace.
- [Telegram](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/telegram.md): Interact with your Telegram account with Relevance.
- [Trello](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/trello.md): Enhance your day-to-day team and personal coordination with the Trello integration for Relevance AI.
- [Twilio](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/twilio.md): Connect Twilio to send SMS, make voice calls, and automate communications with AI agents
- [Vercel](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/vercel.md): Vercel is the platform for frontend developers, providing the speed and reliability innovators need to create at the moment of inspiration.
- [WhatsApp](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/whatsapp.md): Connect your WhatsApp account to Relevance AI and enable your agents to communicate directly with customers through one of the world's most popular messaging platforms.
- [Whatsapp for Business](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/whatsapp-for-business.md): Interact with your WhatsApp Business account with Relevance.
- [WorldNewsAPI](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/worldnewsapi.md): Access thousands of news sources in 86+ languages from 210+ countries with semantic search, sentiment analysis, and real-time updates
- [Zendesk](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/zendesk.md): Connect Zendesk to automate customer support workflows and manage tickets with AI agents
- [Zoom](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/zoom.md): Adding support for generating Zoom meeting links
- [ZoomInfo](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/popular-integrations/zoominfo.md): Search ZoomInfo's B2B database and enrich contact and company records from your AI agents.
- [Remove Integrations](https://relevanceai-docs-tsp-1158.mintlify.app/integrations/remove-integrations.md): Manage your connected services by removing integrations that are no longer needed.

## Optional

- [Community](https://community.relevanceai.com)
- [Contact Support](https://relevanceai.com/docs/get-started/support)