You don't need to touch the builder. Open the cloned Agent above, ask in plain English, and let it work across the channels it's connected to. ## Sharpen the answers with knowledge Upload your brand guidelines, tone-of-voice doc, ICP definitions, and messaging frameworks. Every conversation references them — sharper output, no new setup. Upload context once. Every conversation references it. ## Make it run on its own When you find yourself drafting the same campaign every month, set a trigger — every new MQL gets the onboarding sequence drafted, every product launch triggers a content repurposing pass. One toggle, no code, no builder. Schedule runs, fire on CRM events, listen to webhooks. ## Ready to go further? When prompting and templates stop being enough — when you want the Agent to follow your brand voice word for word and orchestrate multi-step campaign automation — pick the **Build visually** tab above. You're comfortable in product UIs. You don't want to wire up an Agent from scratch, but you do want it to sound like your brand and follow your campaign cadence. Open the cloned Agent in the builder and shape every piece. ## Connect the tools it needs Marketing Agents work best when they can read from and write to the systems your team already uses. * **Marketing automation** — [HubSpot](/integrations/popular-integrations/hubspot) or [Marketo](/integrations/popular-integrations/marketo) for campaigns and lifecycle * **Email** — [Gmail](/integrations/popular-integrations/gmail) or [Outlook](/integrations/popular-integrations/outlook) for outbound * **Content & social** — [Notion](/integrations/popular-integrations/notion), [Canva](/integrations/popular-integrations/canva), [Slack](/integrations/popular-integrations/slack) for content workflows * **Analytics** — [Google Sheets](/integrations/popular-integrations/google-sheets) or your BI tool for performance pulls See more about [Integrations](/integrations/introduction). ## Shape every surface Each piece below changes how the Agent behaves. Run the Agent on a real campaign between every change — small iterations beat big rewrites. Edit the system prompt to match your brand voice, segmentation logic, and approval rules. Add or remove the actions the Agent can take — pull campaign data, draft email copy, post to Slack. Upload brand guidelines, persona docs, top-performing past campaigns. The Agent draws on these whenever it works. Run the Agent automatically — on a schedule, when an MQL enters HubSpot, when a campaign launches. Get notified when CTR drops, when copy fails a brand check, when send caps approach. Persistent context across campaigns — past performance, which segments responded to which hooks. ## Chain Agents into a workforce When a single Agent isn't enough — research the audience, write the copy, schedule the send, post a recap — wire them together on the Workforce canvas. Drag, connect, and run multi-Agent pipelines without code. ## Test before you trust Set up evals so brand-voice regressions get caught before they ship to your list. Define test cases in the UI. Run them on every change. ## Ready to go further? When clicking through the builder starts to feel slow — when you'd rather have your AI coding assistant build and edit Agents for you, drop into custom Python or JS code blocks, or call Agents from your own app via the SDK — pick the **Build with AI** tab above. You already work in an AI coding environment. Clicking through a UI to edit copy guidelines feels slow. Have your AI assistant build, shape, and orchestrate Agents directly from your editor. ## Programmatic GTM Programmatic GTM is an MCP server that connects your AI coding environment to Relevance AI. Describe what you want in natural language; your AI assistant reads and writes your Relevance workspace — system prompts, Tools, knowledge, triggers, workforces, evals. The fastest setup. Install the Relevance AI plugin and build Agents from your terminal. Connect from Claude Desktop, Cursor, VS Code, ChatGPT, OpenAI Codex, or any MCP client. Clone the skills repo so your coding assistant has built-in knowledge of Relevance patterns. The full reference for what you can do programmatically.