Revian's AI assistant understands natural language and can both answer questions and take actions across your CRM. It reasons through compound requests, chaining multiple actions from a single sentence.
Questions it can answer
Ask the AI about any data in your CRM:
Pipeline questions
- "What's my total pipeline value?"
- "How many deals are in proposal stage?"
- "Which deals are closing this month?"
- "What's my win rate this quarter?"
Contact questions
- "When did I last talk to Sarah at Acme?"
- "Who are my contacts at Globex?"
- "Show me all VPs I've met with this month"
- "Find contacts I haven't emailed in 30 days"
Call questions
- "What did we discuss in my last call with John?"
- "What objections came up in the Acme demo?"
- "Summarize my calls from yesterday" (see viewing call summaries)
- "What action items came out of the Globex meeting?"
Performance questions
- "How am I tracking to quota?"
- "What's my average deal size?"
- "How long do deals stay in each stage?"
- "Compare this quarter to last quarter"
Actions it can take
The AI can perform tasks on your behalf:
Communication
- Draft and send emails
- Create follow-up reminders
- Schedule meetings
- Log call notes
CRM updates
- Create new deals and contacts
- Update deal stages and values
- Add notes to records
- Assign owners to deals
Documents
- Generate proposals (see creating proposals)
- Send e-signature requests
- Create meeting agendas
- Draft follow-up summaries
Research
- Look up company information
- Find relevant content from your content library
- Surface battle cards for competitors
- Pull context from past conversations
Compound requests
The AI understands complex requests and chains multiple actions automatically:
Example
Create the deal for Acme, log my call notes, and remind me to follow up Friday
The AI creates a new deal record, adds your call notes to the activity timeline, and creates a task for Friday follow-up. Three actions from one sentence.
Example
Send Sarah the proposal we discussed and update the deal to Negotiation
The AI finds the proposal, sends it to Sarah's email, logs the activity, and moves the deal stage.
Example
What's our pricing compared to Competitor X and email that to John
The AI searches your content library for competitive pricing info, drafts an email with the relevant details, and sends it to John.
How to interact
You can talk to the AI via:
- Voice - Click the microphone icon or use the keyboard shortcut
- Text - Type in the assistant panel
- Mobile - Use voice or text in the Revian app
No special syntax or wake words needed. Just describe what you want in plain language.
Tip: The AI asks for clarification when it's unsure. If it needs more information, it will ask before taking action.
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