Home
Start from the workspace home surface and move into the connected workflow.
Communications
Work with Meetings & Calendar and Emails from one hub.
Clients, Deals, And Contacts
Manage customer records, pipeline work, people, and their relationships.
Actions
Review follow-up work with search, filters, grouping, and a detail pane.
Chat
Ask Revont to find information, prepare work, and take approved actions.
Analytics & Reports
Create dashboards and inspect the reports available to your workspace.
Coaching
Review coaching insights and learning paths when the feature is enabled.
Knowledge Base
Organize articles and folders for the knowledge used by the workspace.
Administration
Manage members, audit surfaces, CRM connections, access, and workspace controls.

