Skip to main content

​
WATCH: Ask Reevo In Action

​
Accessing Ask Reevo

You can access Ask Reevo from anywhere using one of four methods:

​
1. From the Home Page:

  • Navigate to your home page where you’ll see a large chat input box front and center
  • Type your question directly into the input box and press Enter
  • Below the input, you’ll find suggested prompts like “Help me prepare for my meetings today” to get started quickly

​
2. From Slack:

  • Mention @Reevo in any Slack channel or direct message where the bot is present
  • Type your question after the mention (e.g., “@Reevo what meetings do I have today?”)
  • Ask Reevo will respond in a thread to keep conversations organized
Navigate to this article to learn how to set up Ask Reevo in Slack

​
3. Using keyboard shortcuts:

  • Press Ctrl + I on Windows
  • Press Cmd + I on Mac

​
4. Using the interface:

  • Click the Reevo badge icon in the upper-right corner of your screen

​
Start a Conversation

Once Ask Reevo opens, type your question or request in plain language. You can ask about:
  • Meeting analysis and insights from recorded calls
  • Pipeline health and deal status
  • Lead prioritization and next steps
  • Contact and account information
  • Task management and follow-ups
  • Workflow troubleshooting
On the home page, you can also click any of the suggested prompts to instantly start a conversation without typing. In Slack, Ask Reevo maintains conversation context within threads, so you can ask follow-up questions naturally.

​
Review and Verify Responses

Ask Reevo provides detailed answers based on your CRM data. Always double-check critical information before taking action, as AI can occasionally make mistakes. If you receive an unhelpful or incorrect answer, click the thumbs down icon on the response to flag it for improvement.

​
Access Chat History

In the top-right corner of the home page, you’ll see a chat history button that lets you access your previous Ask Reevo conversations. This makes it easy to return to past discussions and continue where you left off. Note: Slack conversations are maintained in Slack threads and are separate from your web app chat history.

​
Discover New Capabilities

Ask Reevo is continuously improving with new features. To see what it can do, simply ask: “What can you do?” This will show you the latest capabilities and use cases available.

​
Troubleshooting / FAQs

No. Ask Reevo enhances your workflows by offering an alternative way to interact with your data. It works alongside your existing tools, not as a replacement.
Yes. Like any AI system, Ask Reevo can occasionally provide inaccurate information. Always review important outputs and verify critical details before taking action.
Click the thumbs down icon on the response to flag it. You can also report the issue to your Reevo representative for further investigation.
Yes. You can access Ask Reevo from any page in the platform using the keyboard shortcut or by clicking the badge icon. The home page features a dedicated, prominent Ask Reevo experience designed to be your daily starting point. You can also use Ask Reevo directly in Slack after connecting your account.
Still have questions? Reach out to our support team here