How to Use Relevance AI
A beginner-friendly guide to getting started with Relevance AI in 2026.
Getting Started: Step by Step
Create your Relevance AI account
Visit Relevance AI's website and sign up for a free account. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Relevance AI workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore agent-builder
One of Relevance AI's key features is agent-builder. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore tool-steps
One of Relevance AI's key features is tool-steps. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore knowledge-base
One of Relevance AI's key features is knowledge-base. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Relevance AI with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Relevance AI for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Relevance AI's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Relevance AI's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Relevance AI isn't the right fit, here are some similar tools:
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No-code AI workforce platform for building, managing, and deploying AI agents that automate business tasks like sales research, support triage, and data analysis.