Move your team from Relevance AI to Stack AI.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Stack AI — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Relevance AI is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both platforms provide dashboards and audit logs that let admins track what agents are doing, who is running them, and whether runs succeed or fail. Relevance AI's monitoring dashboard shows live activity feeds, per-agent cost consumption, success/failure rates, trend analytics, and supports A/B testing of agent versions; it also integrates with OpenTelemetry and Delta Share for external observability pipelines. Stack AI's governance dashboard covers audit logs of agent runs and user actions, run history, and role-based access visibility. To migrate from Relevance AI to Stack AI: export historical run logs and cost data from Relevance AI's dashboard before switching (downloadable audit log); configure Stack AI's audit log access for the same team roles; reconnect any external observability pipelines (e.g. OpenTelemetry collectors) to Stack AI's API endpoints if supported. To migrate the other way: note that Relevance AI's A/B testing and cost-per-run breakdown are features absent from Stack AI's documented governance tools — plan to use Relevance AI's richer analytics in that direction.
- Warning: Relevance AI includes cost alerts and per-agent credit consumption reporting; Stack AI does not publicly document equivalent cost-tracking or spend-alert features — teams that budget by agent run costs will lose this visibility when migrating to Stack AI.
- Warning: Relevance AI documents OpenTelemetry integration for shipping traces to external observability tools (Datadog, Grafana, etc.); Stack AI's external observability integrations are not publicly documented — verify support with the vendor before migrating telemetry pipelines.
- Warning: Relevance AI's A/B testing for agent versions has no named equivalent in Stack AI's documented feature set — teams that rely on continuous quality comparison should plan a manual evaluation process after migrating.
Both platforms let agents connect to external business systems via pre-built connectors configured inside the workflow builder — no custom code required. Relevance AI advertises 2,000+ integrations (HubSpot, Salesforce, Slack, Gmail, Notion, Asana, Apollo, Stripe, GitHub, and more) configured as triggers and actions on agent steps. Stack AI ships 100+ pre-built connectors (CRM, ITSM, cloud storage, productivity) added as nodes on the workflow canvas. To migrate from Relevance AI to Stack AI: list every external app your agents read from or write to, verify each has a matching Stack AI connector (docs.stackai.com), then add the equivalent node in your Stack AI workflow and re-authenticate with OAuth or API keys. For apps not covered by Stack AI's 100+ connectors, use Stack AI's REST API node to call the target service directly. To migrate the other way, map Stack AI connectors to Relevance AI's native integrations; the broader Relevance AI catalogue makes equivalents easier to find.
- Warning: Relevance AI's 2,000+ integrations far outnumber Stack AI's 100+; teams relying on niche connectors (e.g. specialist finance or legal SaaS) should verify connector availability in Stack AI before committing to the migration.
- Warning: Stack AI restricts most plugins (Slack Bot, REST API, Browser Extension) to the Enterprise plan; basic data loaders (Google Drive, Notion, Web Scraping) are available on Free — plan-gate differences affect which integrations go live immediately after switching.
- Warning: Relevance AI triggers include CRM events, inbound email, calendar invites, and webhooks natively; Stack AI trigger capabilities are not as comprehensively documented, so validate event-driven scenarios with a Stack AI trial before migrating real workflows.
Both products support inserting human review checkpoints inside automated agent workflows. On Relevance AI, human gates are configured as escalation steps inside the visual agent builder; when triggered, an approval request appears in the platform dashboard where the assigned reviewer approves, rejects, or edits the output before the agent continues. On Stack AI, human-review nodes are dragged onto the workflow canvas at the point where oversight is needed; the agent pauses, notifies the reviewer, and waits for approval. To migrate from Relevance AI to Stack AI: identify every escalation gate in your Relevance AI agent, note the reviewer assignment and approval logic, then insert a Human Review node at the same position in the Stack AI workflow canvas and reconfigure the reviewer role and notification method. Audit logs in both systems record every human decision. To migrate the other way, map each Stack AI human-review node to an escalation gate in the Relevance AI builder.
- Warning: Both products gate human-in-the-loop features on the Enterprise plan; Free plan users on either side cannot use this capability without upgrading.
- Warning: Relevance AI logs decisions in a searchable in-platform audit trail; Stack AI's audit log scope and retention period are not publicly documented, so confirm with the vendor before assuming equivalent compliance coverage.
- Warning: Relevance AI notifies reviewers via the dashboard; Stack AI's notification method (email, Slack, in-app) is not explicitly documented — verify the reviewer notification path matches your ops workflow before migrating.
Both platforms let non-engineers assemble AI agents visually without writing code. On Relevance AI the entry point is the 'Invent' natural-language interface or a drag-and-drop builder where steps are chained together; on Stack AI the equivalent is a node-based canvas where you drag LLM call nodes, document reader nodes, REST API nodes, and output nodes onto a canvas and wire them. To migrate from Relevance AI to Stack AI: export your agent's step list and tool definitions from the Relevance AI dashboard (Settings → Export), then recreate each step as a matching node type in Stack AI's workflow builder — LLM calls stay as LLM nodes, API calls become REST API nodes, and document lookups become Document or Knowledge Base nodes. Webhooks and scheduled triggers are reconfigured in the Stack AI project settings. To migrate the other way, identify each Stack AI node type and map it to a Relevance AI step in the visual builder or describe the flow via the Invent prompt.
- Warning: Relevance AI supports natural-language ('Invent') agent creation with no visual wiring at all; Stack AI has no equivalent — every flow requires explicit node connections on the canvas.
- Warning: Stack AI's Free plan caps projects at 2; Relevance AI's free tier (100 credits/day) similarly limits agent runs but not project count — check limits before planning a large migration.
- Warning: Relevance AI supports MCP (Model Context Protocol) for programmatic agent construction; Stack AI does not document an MCP interface, so any custom tooling built on Relevance AI's MCP path has no direct equivalent.
Both platforms provide enterprise-grade security controls gated on their Enterprise plans, including SSO/SAML, role-based access controls, and audit logs. To migrate security configuration from Relevance AI to Stack AI: export your current RBAC role definitions and team member list from Relevance AI's admin settings, then recreate roles and invite team members in the Stack AI dashboard; reconnect SSO by registering the Stack AI SAML endpoint with your identity provider (Okta, Azure AD, etc.) and replacing the Relevance AI SAML configuration. PII masking rules defined in Relevance AI have no direct equivalent named feature in Stack AI — confirm with Stack AI how sensitive-field handling is achieved before migrating compliance-sensitive workflows. For data residency, Stack AI offers VPC and on-premise deployment options (Enterprise); Relevance AI offers multi-region data residency controls (Enterprise). Confirm target deployment mode with the Stack AI solution engineer during onboarding.
- Warning: Relevance AI explicitly documents PII masking as a named feature; Stack AI does not publicly document an equivalent — verify this capability with Stack AI sales before migrating regulated workflows.
- Warning: Stack AI holds SOC 2 Type II, HIPAA, GDPR, and ISO 27001 certifications; Relevance AI's specific certifications are not enumerated in public documentation — if your compliance team requires documented cert equivalency, request Relevance AI's compliance pack before migrating away.
- Warning: Stack AI's on-premise and air-gapped deployment modes (Enterprise) give stronger data isolation than Relevance AI's multi-region cloud residency — for high-security environments this may be a migration benefit, not a limitation.