Building an AI agent in Relevance AI

Summary

In this informative video, Matt introduces viewers to the power of AI in streamlining sales and marketing processes, specifically on LinkedIn. He showcases Relevance AI, a user-friendly platform that automates outreach tasks, such as researching companies, identifying key personnel, and crafting personalized messages. Matt guides the audience through building an AI agent, 'Steve,' designed to enhance lead generation and messaging for a hypothetical recruiting agency in the healthcare sector. The demonstration highlights the platform's capabilities in creating customized, automated workflows that save time and improve efficiency.

Takeaways

• 🧑‍💼 The video introduces an AI tool that automates LinkedIn outreach, including researching companies, identifying key personnel, and crafting personalized messages.
• 🔍 The AI performs industry research and creates follow-up messages, streamlining a process that companies often hire employees to do manually.
• 🤖 The AI agent is described as an 'AI employee' capable of understanding goals, utilizing available tools, and performing tasks to achieve set objectives.
• 🛠️ The platform used in the video is Relevance AI, which is beginner-friendly and does not require coding knowledge to get started.
• 📈 Relevance AI encourages the concept of building an 'AI workforce', suggesting the potential for AI to take on roles traditionally filled by human employees.
• 📊 The video demonstrates how to use Relevance AI to create an AI sales assistant, showing the process from start to finish.
• 📝 The script outlines the steps to create an AI agent, including naming the agent, adding tools, setting it to auto-run, and defining base instructions.
• 📲 The AI agent can be connected to different tools and other AI agents, creating a team of AI employees, available in the business package.
• 💰 The business package is mentioned as being priced at $5.99 per month, suggesting a potentially cost-effective solution for businesses.
• 📝 The video provides a detailed example of creating a prospecting agent named 'Steve' for a hypothetical recruiting agency, Matt Recruiting.
• 🔗 The video creator offers a free document with step-by-step guides and templates for creating AI automations, accessible through a Google form link in the video description.

Q & A

What is the primary function of the AI agent described in the script?

The AI agent described in the script automates the cold outreach process on LinkedIn. It researches companies, finds key people, creates connection requests and messages, and conducts industry research to facilitate business development.

Who is Matt and what is his role in the script?

Matt is the speaker in the script who is passionate about creating AI solutions for businesses, particularly in sales and marketing. He introduces the concept of AI agents as employees and demonstrates how they can be utilized in business processes.

What is the significance of the platform Relevance AI in the script?

Relevance AI is the platform that Matt focuses on in the script because it is beginner-friendly and does not require any coding to get started. It is used to build AI agents that perform various tasks to assist in business development.

How does the AI agent understand the tasks it needs to perform?

The AI agent understands its tasks by being given a goal and understanding its surroundings and the tools available to it. It then performs the necessary tasks to achieve the set goal.

What is the role of 'Prospector Patty' in the script?

'Prospector Patty' is a template for an AI agent on Relevance AI that researches potential sales prospects, enriches them, scores them, and drafts potential outreach messages.

What are the different tasks that the AI agent can perform as mentioned in the script?

The AI agent can perform tasks such as lead enrichment, scoring, industry research, Google research, website scraping, and drafting personalized outreach messages.

What is the significance of the 'tools' section in the AI agent's profile?

The 'tools' section represents the skills or capabilities of the AI agent, similar to a skills section on a resume. It lists what the AI can do, such as finding leads, scoring them, and conducting research.

What is the purpose of the 'Base instructions' and 'Workflow chart' in the AI agent's setup?

The 'Base instructions' define the tasks the AI agent is expected to perform, while the 'Workflow chart' outlines how the agent builds automations within Relevance AI, guiding the process of creating and executing tasks.

How does the AI agent personalize outreach messages for leads?

The AI agent personalizes outreach messages by researching the company and industry, understanding the lead's role, and incorporating relevant information and trends into the message to make it engaging and targeted.

What is the process of creating a new AI agent in Relevance AI as described in the script?

To create a new AI agent in Relevance AI, one must log in, navigate to the 'Templates' page, select a template or create a new one, equip the agent with necessary tools, define the agent's tasks and inputs, and then save the agent to start using it for automation.