Relevance AI is a platform for building intelligent agents, workforces, and automated business processes. Learn practical skills with AI Academy and discover useful workflows in our AI Library.
Explore all lessons in this catalogue and start learning at your own pace.
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1. What Is Relevance AI? ❌
Discover Relevance AI with AI Academy 1U and understand how this low/no-code platform enables businesses to build AI Agents and multi-agent teams that can perform practical tasks, automate workflows, and support real operational work beyond traditional conversational AI.
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2. Understand AI Agents, Tools and Workforce ❌
Learn with AI Academy 1U how Agents function as digital workers, Tools provide actionable capabilities, and Workforce coordinates multiple specialized agents into an organized system that can complete business tasks, share responsibilities, and support more complex operational processes.
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3. Create and Set Up Your Relevance AI Account ❌
Set up your Relevance AI account with AI Academy 1U by creating your first project and workspace, reviewing essential configuration options, and preparing an organized environment for building, testing, and managing agents, tools, and automation throughout the course.
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4. Explore the Relevance AI Workspace ❌
Explore the Relevance AI workspace with AI Academy 1U and become familiar with Agents, Tools, Knowledge, Integrations, and Workforce areas so you can confidently navigate the platform, locate important resources, and manage the components used in AI automation.
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5. Understand the AI Workforce Model ❌
Understand the AI Workforce model with AI Academy 1U and learn how multiple specialized agents can perform different business roles, coordinate responsibilities, exchange results, and work together within structured multi-agent processes designed to support real organizational workflows.
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6. Understand the Agent Builder ❌
Explore the Agent Builder with AI Academy 1U and understand how Prompt, Tools, Knowledge, Triggers, Alerts, Memory, Variables, and Advanced Settings work together to define an agent’s responsibilities, capabilities, context, automation behavior, and overall performance.
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7. Define an Agent Role and Job ❌
Learn with AI Academy 1U how to define a clear agent role, specific job, intended audience, required inputs, and expected results so the agent has a focused purpose and avoids vague instructions that can produce inconsistent or irrelevant outcomes.
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8. Write Your First Agent Prompt ❌
Write your first structured agent prompt with AI Academy 1U by defining the task, workflow, rules, constraints, and expected output so the agent clearly understands what it must accomplish and how it should perform its assigned responsibilities.
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9. Structure Better Agent Instructions ❌
Improve agent reliability with AI Academy 1U by organizing instructions around Role, Goal, Inputs, Process, Rules, Output, and Escalation, creating a structured framework that helps agents follow consistent steps and deliver more predictable results across different situations.
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10. Add Variables to Your Agent ❌
Learn how to use variables with AI Academy 1U so agents can receive dynamic information, personalize their behavior, and perform the same workflow for different customers, leads, records, departments, or business situations without rebuilding the agent each time.
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11. Test and Refine Your First Agent ❌
Test and refine your AI Agent with AI Academy 1U by running realistic scenarios, reviewing outputs, identifying weaknesses, adjusting instructions, and repeating the process until the agent performs its intended work with greater accuracy, consistency, and reliability.
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12. Understand Tools in Relevance AI ❌
Understand Tools in Relevance AI with AI Academy 1U and learn how they function as reusable skills or actions that agents can call to search information, process content, update systems, transform data, and complete practical tasks during automated workflows.
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13. Create Your First Tool ❌
Create your first Relevance AI Tool with AI Academy 1U by using the Tool Builder to define a clear purpose, configure inputs and outputs, test basic functionality, and prepare a reusable capability that can later be assigned to an agent.
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14. Understand Tool Inputs and Outputs ❌
Learn with AI Academy 1U how to design clear Tool inputs and outputs so agents understand what information must be provided, how the Tool processes that information, and what structured result should be returned for use in later workflow steps.
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15. Build Multi-Step Tools ❌
Build multi-step Tools with AI Academy 1U by connecting multiple actions into a structured sequence, allowing a single Tool to perform several coordinated operations and function as a reusable mini-workflow for more advanced business automation.
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16. Use LLM Steps Inside Tools ❌
Learn how to use LLM steps inside Tools with AI Academy 1U to analyze, summarize, classify, transform, or make decisions with information while combining language-model capabilities with other actions inside a larger automated process.
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17. Give Tools to an Agent ❌
Equip agents with Tools through AI Academy 1U and learn how to configure appropriate capabilities so an agent can access multiple functions, perform actions when needed, and complete more complex tasks that require processing, automation, and external operations.
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18. Build a Reusable Tool Library ❌
Build a reusable Tool Library with AI Academy 1U by organizing common business capabilities into structured, reusable components that multiple agents can access, helping teams reduce duplication, maintain consistency, and scale automation more efficiently across different workflows.
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19. Understand Relevance AI Knowledge ❌
Understand Relevance AI Knowledge with AI Academy 1U and learn how Knowledge Bases provide trusted reference material that agents can search and use, helping responses and actions remain grounded in relevant business information instead of relying only on general model knowledge.
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20. Create Your First Knowledge Base ❌
Create your first Knowledge Base with AI Academy 1U by adding useful information, organizing it as a searchable source, and preparing reliable reference material that agents can use during tasks, conversations, research, and business decision-support workflows.
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21. Add Documents, Websites and Business Data ❌
Learn with AI Academy 1U how to add documents, websites, and business data such as PDF, CSV, Excel, JSON, Google Drive, SharePoint, and Notion sources to Relevance AI so agents can access relevant organizational information.
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22. Understand Semantic Search and RAG ❌
Understand semantic search and RAG with AI Academy 1U and learn how agents retrieve information based on meaning, select relevant context, and use grounded source material to produce responses that are more accurate, useful, and aligned with business knowledge.
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23. Connect Knowledge to an Agent ❌
Connect Knowledge to an agent with AI Academy 1U and learn how to decide whether an agent should use an entire knowledge source directly or search for specific information only when relevant to the current task.
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24. Use Multiple Knowledge Sources ❌
Learn how to use multiple Knowledge Sources with AI Academy 1U while maintaining clear scope, organizing information carefully, and reducing irrelevant context so agents can retrieve the right material without becoming distracted by unnecessary or conflicting information.
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25. Enrich Knowledge with Tools ❌
Enrich Knowledge with AI Academy 1U by using Tools to generate summaries, classifications, extracted fields, and structured information that can make stored content easier to search, understand, organize, and reuse across agent workflows.
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26. Build a Knowledge-Powered Expert Agent ❌
Build a Knowledge-Powered Expert Agent with AI Academy 1U by connecting real policies, SOPs, product documentation, training materials, or other trusted sources to create an agent capable of providing grounded support based on practical organizational knowledge.
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27. Understand Integrations ❌
Understand Integrations with AI Academy 1U and learn how connected services allow Relevance AI agents to access external information, interact with business applications, and perform actions beyond the platform as part of more complete automated workflows.
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28. Connect Your First Integration ❌
Connect your first external service with AI Academy 1U by selecting an appropriate integration, completing authentication, verifying the connection, and preparing the service so agents and workflows can safely use its available data and actions.
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29. Understand Triggers, Actions and Tools ❌
Learn with AI Academy 1U how Integrations provide system connections, Triggers initiate automated processes, and Actions or Tool steps perform specific operations, helping you understand how these components work together inside practical agent-driven workflows.
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30. Connect Communication Tools ❌
Connect communication platforms with AI Academy 1U and learn how agents can support workflows involving email, Slack, and related messaging systems, enabling automated information handling, notifications, responses, and other communication-oriented business processes.
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31. Connect CRM and Business Systems ❌
Learn how to connect CRM and business systems with AI Academy 1U so agents can access, use, and update information from platforms such as HubSpot, Salesforce, and other operational systems involved in customer and business workflows.
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32. Use Webhooks and Custom APIs ❌
Use webhooks and custom APIs with AI Academy 1U to connect systems that do not provide native integrations, allowing Relevance AI workflows to exchange information, trigger actions, and extend automation into additional external applications.
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33. Connect External MCP Servers ❌
Connect external MCP servers with AI Academy 1U and learn how agents can access additional tools and resources from supported remote services or custom MCP environments, expanding the range of capabilities available within automated workflows.
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34. Understand Agent Triggers ❌
Understand Agent Triggers with AI Academy 1U and learn how agents can automatically begin work when specific events occur, enabling workflows to respond to business activity without requiring a person to manually start every task.
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35. Build Event-Driven Agent Workflows ❌
Build event-driven agent workflows with AI Academy 1U by designing processes that automatically respond to new emails, leads, records, or other business events and initiate the appropriate sequence of agent actions.
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36. Schedule Recurring Agent Tasks ❌
Learn how to schedule recurring agent tasks with AI Academy 1U for activities such as daily research, weekly reporting, periodic monitoring, and ongoing follow-up, allowing routine work to run consistently according to a defined schedule.
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37. Add Alerts and Human Escalation ❌
Add alerts and human escalation with AI Academy 1U so agents can recognize situations that require attention, notify the appropriate person, and transfer responsibility when a task exceeds defined rules, confidence levels, or authorization boundaries.
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38. Design Safe Autonomous Workflows ❌
Design safer autonomous workflows with AI Academy 1U by defining which actions agents may perform independently, which situations require additional checks, and which important decisions should remain subject to human review or explicit confirmation.
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39. Build an Autonomous Business Agent ❌
Build an autonomous business agent with AI Academy 1U by combining Triggers, Tools, Knowledge, workflow logic, and escalation rules into a coordinated system capable of completing a practical business process from initiation through final outcome.
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40. Understand Agent Memory ❌
Understand Agent Memory with AI Academy 1U and learn how stored labels, tags, and additional information can provide useful context that helps agents retain relevant details and make more informed decisions during future tasks and interactions.
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41. Design Context for Reliable Agent Behavior ❌
Design effective agent context with AI Academy 1U by identifying the information an agent truly needs for each task, structuring that context clearly, and avoiding unnecessary data that could distract the agent or reduce response reliability.
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42. Use Variables for Dynamic Tasks ❌
Use Variables with AI Academy 1U to create flexible agents that can process different customers, departments, records, or business cases while following the same underlying workflow without requiring separate copies of the agent.
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43. Configure Advanced Agent Settings ❌
Explore advanced agent settings with AI Academy 1U and understand how model behavior, temperature, subagents, and related configuration options can influence response style, task execution, flexibility, and overall agent performance.
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44. Build a Context-Aware Agent ❌
Build a context-aware agent with AI Academy 1U by combining Knowledge, Variables, and Memory so the agent can interpret relevant circumstances, adapt its behavior, and produce more appropriate responses across different real-world business situations.
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45. Understand Multi-Agent Systems ❌
Understand multi-agent systems with AI Academy 1U and learn when a single agent can handle a task effectively and when multiple specialized agents should collaborate to divide responsibilities and complete more complex business processes.
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46. Add Subagents to an Agent ❌
Add subagents with AI Academy 1U and learn how one agent can delegate specialized work to another agent, enabling broader workflows to use focused expertise while maintaining coordination within a larger multi-agent system.
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47. Design Specialist Agent Roles ❌
Design specialist agent roles with AI Academy 1U by dividing a business process into focused responsibilities such as research, analysis, writing, review, or other specialized functions that can be assigned to separate digital workers.
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48. Build Sequential Agent Workflows ❌
Build sequential agent workflows with AI Academy 1U by organizing agents so one agent completes a task, passes its results forward, and allows the next agent to continue processing within a structured multi-stage workflow.
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49. Build Leader-Driven Agent Teams ❌
Build leader-driven agent teams with AI Academy 1U by using a lead agent to plan work, divide responsibilities, delegate subtasks, coordinate specialist agents, review progress, and combine multiple outputs into a final result.
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50. Add Agent-to-Agent Review and Feedback ❌
Improve quality control with AI Academy 1U by using one agent to review, evaluate, challenge, or provide feedback on another agent’s output, creating an additional validation layer before information moves to the next workflow stage.
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51. Build Your First AI Workforce ❌
Build your first AI Workforce with AI Academy 1U by combining multiple specialized agents with clearly defined roles, responsibilities, and coordination rules into a unified system designed to achieve a practical business outcome.
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52. Understand Sales Agent Workflows ❌
Understand Sales Agent workflows with AI Academy 1U by breaking prospect research, lead qualification, outreach preparation, and CRM updates into clear tasks that specialized agents can perform individually or as part of a coordinated sales process.
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53. Build a Lead Research Agent ❌
Build a Lead Research Agent with AI Academy 1U that gathers, organizes, and summarizes relevant prospect information from available data sources and connected systems to support more informed sales preparation and downstream qualification activities.
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54. Build a Lead Qualification Agent ❌
Build a Lead Qualification Agent with AI Academy 1U by applying structured criteria, scoring rules, and prospect information to help identify leads that better match defined business requirements and ideal customer characteristics.
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55. Build an Outreach Preparation Agent ❌
Build an Outreach Preparation Agent with AI Academy 1U that combines prospect research and CRM context to prepare more relevant, personalized outreach drafts that sales teams can review and use for customer engagement.
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56. Build a Sales Agent Team ❌
Build a Sales Agent Team with AI Academy 1U by combining research, qualification, and outreach agents into a coordinated GTM workflow where specialized digital workers collaborate to support a more organized sales process.
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57. Build a Knowledge-Based Support Agent ❌
Build a Knowledge-Based Support Agent with AI Academy 1U by connecting product documentation, FAQs, policies, and other approved sources so the agent can provide responses grounded in reliable business information rather than unsupported assumptions.
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58. Build a Ticket Classification Agent ❌
Build a Ticket Classification Agent with AI Academy 1U that reviews incoming requests and organizes them by category, priority, or routing destination, helping support teams handle work more consistently and direct issues to the appropriate process.
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59. Build an Operations Processing Agent ❌
Build an Operations Processing Agent with AI Academy 1U that reads incoming requests, verifies relevant information, follows defined SOP steps, and performs structured processing tasks according to established business procedures and operational requirements.
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60. Add Human Escalation to Support and Ops ❌
Add human escalation with AI Academy 1U by defining which Support and Operations situations agents may handle independently and which cases should be transferred to a person for review, judgment, approval, or more specialized assistance.
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61. Test Agents with Realistic Scenarios ❌
Test agents with AI Academy 1U by creating normal cases, incomplete inputs, and edge cases that reveal how an agent behaves under realistic conditions before it is introduced into actual business workflows or production environments.
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62. Diagnose Tool and Knowledge Failures ❌
Diagnose agent failures with AI Academy 1U by determining whether problems originate from prompts, Tools, Integrations, or Knowledge retrieval, allowing you to identify the correct source of an issue and make targeted improvements.
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63. Improve Knowledge Retrieval Quality ❌
Improve Knowledge retrieval with AI Academy 1U by reviewing semantic search results, organizing source information more clearly, removing unnecessary content, and maintaining structured, relevant knowledge that helps agents retrieve more useful context for their tasks.
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64. Final Project: Build a Production-Ready Relevance AI Workforce ❌
Complete a production-ready Relevance AI Workforce with AI Academy 1U by combining business processes, agent roles, prompts, Tools, Knowledge, Integrations, Triggers, Memory, human escalation, multi-agent collaboration, testing, and continuous improvement into one structured operational system.
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