Start A Chat
1
Open Chat
Open the global Search bar. With no search text, choose Ask Revont AI. If you have entered a query or already have an open conversation, the action may appear as Ask Revont about … or Continue Chat. You can also open Chat from a meeting, client, deal, or contact.
2
Check the context
Review the page or record you opened. That context helps Revont answer about the right work.
3
Ask a question
Type a plain-language question, press Enter, or select the Send message button.
4
Review the answer
Read the answer, source links, record cards, or other results Chat provides.
5
Continue or start over
Ask a follow-up question in the same conversation, or select the New chat control to begin fresh.
Use Chat From A Meeting
Open a meeting, then use its Chat bar. Select View transcript when you need to check the meeting transcript while asking your question.Use Chat From An Email
Open Communications Hub from the sidebar, select Emails in the header, select a thread, and use the thread Chat area to ask about the conversation or draft follow-up.Chat can only use the information your account is allowed to access.