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Overview

Ask Reevo is your built-in AI assistant within the Reevo platform. It lets you interact with your GTM data and workflows using natural language so you can ask questions, generate insights, and take action without switching tabs or running reports manually.

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Basic concepts & terminology

  • Ask Reevo: A conversational AI tool built into the Reevo platform for interacting with CRM data and GTM operations.
  • Conversational Interface: A chat-based UI that allows you to type questions or commands in plain language.
  • Reevo Badge: The icon located at the bottom right of the platform that opens the Ask Reevo assistant.

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Where to find it

You can access Ask Reevo from anywhere in the Reevo platform:
  • Use the keyboard shortcut:
    • ctrl + I (Windows)
    • cmd + I (Mac)
  • Or click the Reevo badge in the lower-right corner of the screen.

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How it works

  1. Open Ask Reevo
    • Use the keyboard shortcut or click the badge.
  2. Start a Conversation
    • Type a question or request (e.g., “What can you do?”).
  3. Explore Use Cases
    • Meeting analysis
    • Pipeline insights
    • Lead prioritization
    • Workflow troubleshooting
  4. Verify Responses
    • Ask Reevo aims to be accurate, but always double-check critical information.
    • Use the thumbs down icon to flag unhelpful or incorrect answers.
  5. Check for New Features
    • Ask “What can you do?” regularly to see newly added capabilities.

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FAQs

What is Ask Reevo? It’s a conversational AI agent inside Reevo that helps you manage your GTM work with natural language. Does Ask Reevo replace other Reevo tools? No. It enhances your workflows by offering an alternative interface, not a replacement. Can Ask Reevo make mistakes? Yes, like any AI, it can “hallucinate.” Important outputs should be reviewed and verified. What should I do if Ask Reevo gives a bad response? Click the thumbs down icon on the response, or report the issue to your Reevo representative. Is Ask Reevo available everywhere in Reevo? Yes, you can access it from anywhere in the app via keyboard shortcut or by clicking the badge.