# Relevance AI ## Kurzbeschreibung **“The home of the AI Workforce” / “Scale GTM results, without scaling headcount”** Relevance AI is a low-/no-code platform for building, orchestrating, and operating AI agents and multi-agent workforces. The current focus is strongly on go-to-market processes such as sales, marketing, CRM enrichment, outbound, inbound qualification, customer success, and support automation. ## Claim The home of the AI Workforce / Scale GTM results, without scaling headcount ## Geeignet für - API Integration - Automation / Workflows - Data Analysis - Data Extraction / Document Analysis - Email / Communication - Customer Service & Chatbots - Marketing & Advertising - no Code App - Productivity & Planning - Research - SEO / GEO Optimization - Texts / Content - Sales / Sales - Knowledge Management / Internal Search ## Kernfunktionen - Audit Logs - BYO-LLM - CRM - Integrations - AI Agents - Lead Enrichment - MCP - Multi-Agents - Outbound - RAG - RBAC - Sales Automation ## Preismodell - **free:** Free entry-level plan for creating, cloning, and testing agents; includes unlimited agents & tools, Chat to Invent Changes, 2,000+ integrations, one workforce, one user, one project, 30 days of task history, marketplace access, community forum, as well as SOC 2/GDPR information. - **subscription:** **Pro** For GTM operators and engineers who want to use agents more productively; includes everything in Free plus unlimited Workforces, two Build Users, scheduled Tasks, Chat Mode, Smart Escalations, Activity Center, Premium App Triggers, and Bring Your Own LLM. **Team** For teams with larger workloads; includes everything in Pro plus Credit Rollover, five Build Users, End Users, multiple Shared Projects, Calling & Meeting Agents, A/B Testing, Analytics Dashboard, and Priority Support. **Enterprise** Custom enterprise plan with unlimited users and projects, Enterprise App Triggers, Agent Evaluations, Work Hour Controls, Multi-Org Management, Enterprise Security, Dedicated Account Manager, Custom Implementation, and Priority Early Access. - **other:** **Actions **Usage units for agent and workflow executions; different monthly or annual quotas are included depending on the plan. **Vendor Credit**s Prepaid/quota model for third-party AI model usage; according to the Terms, Vendor Credits can be used for Third-Party-AI-Model-Usage and are tied to an active subscription. **Bring Your Own LLM **Users can connect their own LLM accounts or API keys, for example for OpenAI, Anthropic, or Google; processing then additionally depends on the respective provider and its DPA/Terms. **Enterprise Data Retention** Enterprise feature for the automatic control of the retention and deletion of Tool Runs, Agent Conversations, Workforce Tasks, and Asset Versions; according to the documentation, it must be activated by Relevance AI. ## DSGVO und Datenschutz **Gesamteinschätzung:** Yes **Overall assessment: ** Cloud/SaaS platform for AI agents with multi-region hosting, BYO-LLM, and external integrations; not a classic on-prem or self-hosting offering as a standard product. Relevance AI describes itself as a low-/no-code platform for building AI agents and multi-agent teams that handle tasks such as sales automation, customer support, internal workflows, research, CRM updates, email drafting, and data processing. Hosting model: SaaS/cloud with a multi-region environment; enterprise features include, among other things, SSO, RBAC, audit logs, fine-grained access control, data retention, and security documentation. A publicly documented on-premise or self-hosting offering could not be reliably confirmed in the reviewed official sources. Data processing: Relevance AI distinguishes between Tools, Agents, and Knowledge. According to the security documentation, tool inputs and tool outputs are not logged by Relevance AI; however, individual tool steps may require external providers. Agent conversations are stored for user convenience, are private to the project, and can be deleted. Knowledge data is controlled by the customer and can be deleted; according to Relevance AI, agent and knowledge data are stored in the selected account region. Training on customer data: Relevance AI states that it does not train models on customer data. Integrations: officially mentioned are more than 2,000 integrations as well as connections to, among others, Salesforce, HubSpot, Slack, Gmail, Apollo, Gong, GitHub, Outlook, Notion, Confluence, WhatsApp, Google Sheets, MCP servers, and customers’ own LLM accounts such as OpenAI, Anthropic, or Google. Retention: Free/Pro/Team have plan-dependent task history limits; Enterprise can enable extended data retention features for tool runs, agent conversations, workforce tasks, and asset versions. **Conclusion: ** Relevance AI is strong for scalable AI agents and GTM automation, but when handling personal sales, CRM, and communication data, the specific data region, subprocessor list, LLM provider selection, retention, and integration permissions should be properly documented before use. Sources: Relevance AI website, pricing, security overview, data retention, and integration documentation. [Privacy Policy](https://relevanceai.com/privacy-policy) [Security overview](https://relevanceai.com/docs/admin/security) **Overall assessment: **Conditionally to well suited for GDPR, depending on the plan, region, and integrations. Relevance AI cites GDPR compliance, SOC 2 Type II, encryption in transit and at rest, SSO/MFA via identity providers for enterprise customers, RBAC, fine-grained access control, audit/security documentation, and a list of subprocessors in the Trust Center. **Another positive **is that, according to Relevance AI’s security documentation, Relevance AI does not train models on customer data and stores agent conversations as well as knowledge data in the region selected by the customer. For enterprise customers, security questionnaires and additional compliance documentation are offered under NDA; the website also mentions DPA templates in the Trust Center. **The negative **is: Relevance AI is operated by OnSearch Pty Ltd, an Australian company; the general privacy policy includes EU/UK-specific rights, but does not make a blanket statement that all processing takes place exclusively in the EU. External integrations and LLM steps may involve third-party providers whose own privacy and processing terms also apply. ** Server location:** Relevance AI describes multi-region deployment and storage in the selected region; specific default regions or automatically guaranteed EU data residency are not publicly and unambiguously assured for every plan. For GDPR-critical use, the enterprise plan, DPA/data processing agreement, region selection, list of subprocessors, BYO-LLM/LLM provider review, retention settings, and access controls should be verified in a binding manner. Sources: Relevance AI Privacy Policy, Security Overview, Data Security Policy, and Pricing. [Privacy Policy](https://relevanceai.com/privacy-policy) ## Hosting und Daten - **On-Prem / lokales Hosting:** unknown - **Private Cloud / Rechenzentrum:** abgedeckt - **EU SaaS / Managed:** teilweise / indirekt - **Hybrid:** teilweise / indirekt - **AVV / DPA:** teilweise / indirekt - **Kein Training auf Kundendaten:** abgedeckt - **Open-Source / Transparenz-Pfad:** teilweise / indirekt ## Standort **Land:** Australia **Taxonomie:** Australia Australia. The contracting party is OnSearch Pty Ltd, an Australian company with ABN 33 637 909 409, ## Vorteile - Very strong for GTM, sales, marketing, and revenue operations workflows - Low-/no-code creation of agents and workforces - Broad integration coverage and API/custom integration path - Free version available for testing - Enterprise features such as SSO, RBAC, audit logs, data residency, and SOC 2 Type II - No training on customer data according to the provider ## Nachteile - Strong focus on GTM; less specialized for general enterprise processes outside Sales/Marketing - According to the provider, many enterprise security documents are only made available to enterprise customers under NDA - Complete official company address not clearly verifiable publicly - Depending on usage, region, and subprocessors, data may be processed internationally, including in Australia, the UK/EEA, and the USA - No publicly clearly identifiable customer-related AVV/DPA for EU customers within the scope of the research ## Quellen - Offizielle Website: https://relevanceai.com/ ## Letzter Datenstand 2026-05-08 ## Originalseite https://kifox.ai/en/ki-tools/relevance-ai-en/