Imagine having a team of digital assistants that can research leads, score them, update your CRM, and generate personalized call scripts—all without writing a single line of code. That's the power of AI agents. These intelligent systems automate complex workflows, make decisions, and integrate seamlessly with your existing tools. Whether you're a marketer, business owner, or developer, AI agents can save time, reduce costs, and improve efficiency.
What Are AI Agents?
AI agents are software programs designed to automate processes, make decisions, and interact with their environment to achieve specific goals. Unlike traditional automation tools that follow rigid, rule-based sequences, AI agents can adapt and make decisions based on the data and tools they're given.
AI Automations
Rule-based workflows (e.g., Zapier, Make.com) that follow predefined actions.
AI Agents
Decision-making systems that analyze data, choose tools dynamically, and execute tasks without human intervention.
Setting Up Your AI Agent with Relevance AI
Step 1: Define Your Use Case
Before building your AI agent, identify the problem it will solve. In this guide, we'll create an Inbound Lead Manager that:
- Researches leads and companies
- Scores leads based on relevance
- Updates the CRM with new data
- Identifies decision-makers and generates personalized call scripts
Step 2: Create the Required Tools
1. Lead Researcher
- Accepts lead name and email as inputs
- Uses Google Search API to find the company website and LinkedIn profile
- Scrapes LinkedIn data to extract relevant details
- Uses AI to analyze and summarize key information
- Outputs structured data for the next steps
2. Lead Scoring
- Processes data from the Lead Researcher tool
- Uses predefined scoring criteria
- Assigns a score based on relevance
3. CRM Updater
- Integrates with the CRM via API
- Updates lead details, scores, and company summaries
- Uses conditional logic to avoid overwriting existing data
4. Decision-Maker Finder
- Searches for key personnel on company websites and LinkedIn
- Uses AI to extract and summarize decision-maker information
5. Call Script Generator
- Uses lead data and decision-maker details to generate personalized scripts
- Updates the CRM with the script for sales teams
Step 3: Build the AI Agent
- Define Core Instructions: Create a system prompt outlining the agent's goal and workflow
- Use a Flow Builder: Establish the sequence of tasks
- Set Up Triggers: Activate the agent when a new lead enters the CRM
- Integrate APIs: Use tools like Zapier or Make.com to connect with external platforms
How the Inbound Lead Manager Works
- Trigger: A new lead is added to the CRM
- Lead Research: The AI agent gathers company and lead details
- Lead Scoring: The agent evaluates and scores the lead
- CRM Update: Relevant data is recorded in the CRM
- Decision-Maker Search: The agent finds key stakeholders
- Call Script Generation: A personalized call script is generated
Real-World Use Cases
Customer Service
Automate responses to common queries while escalating complex issues to human agents
Sales
Research leads, score them, and generate personalized outreach messages
Marketing
Repurpose content and optimize campaigns with AI-driven insights
HR
Automate candidate screening and interview scheduling
Why Choose Relevance AI?
- No-Code Interface: Build AI-driven workflows without programming knowledge
- Multi-Agent Systems: Combine multiple agents for advanced automations
- Human-in-the-Loop Features: Allow human oversight in critical decision-making
- API Integrations: Connect seamlessly with tools like HubSpot, Slack, and Google Workspace
FAQs
Can I use this setup for personal projects?
You'll need to create an account on Relevance AI's platform first. Don't worry if you're new to this - we'll guide you through every step.
How do I ensure my AI agent complies with platform policies?
Check the terms of service of integrated platforms and use data responsibly.
Can this integrate with tools besides Slack?
Yes. It supports integrations with Microsoft Teams, email, and other communication tools.
What if I encounter setup issues?
Refer to the documentation of the tools you're using or contact their support teams.
How do I get started?
Now that we're set up, let's create our first agent:
What tools do I need?
Next, we'll use Make.com's powerful automation features.
How do I know if it's working?
That's it! You've successfully created your first AI agent.
Get Started Today
Sign up for a free trial at Relevance AI and start building your first AI agent. Need help? Explore the available templates and resources.