The Sales Intelligence (SI) RevvyAI insights feature provides summaries of account activity on the SI Account Details page (including in an iframe) and Chrome extension.
SI also provides a RevvyAI chat interface using the Chat with RevvyAI button. For details refer to RevvyAI in Sales Intelligence.
AI insights provides:
Convenient access: Explore AI-generated summaries directly from the Account Details page and Chrome extension, saving you time and effort.
Enhanced account summary in the Chrome extension: Generate detailed summaries with just a click, providing insights into account activity and engagement trends.
Accessibility across platforms: AI insights is accessible across the iframe, Chrome extension or the SI web application for seamless integration into your workflow.
A time-saving solution: Say goodbye to manual data gathering. AI insights help you to prioritize and make informed decisions.
AI insights summaries include:
Web activity
Keywords
Technology used
Past opportunity data
Sales and marketing engagement activities from your CRM and MAP. (Requires the Predictive add-on. For non-Predictive environments, sales and marketing activities don’t apply as SI doesn’t read those activities at the time of integration.)
Prerequisites
CRM integration. Accounts and contacts in your CRM will have more data to query.
Optional and highly recommended: the Predictive add-on. Non-Predictive environments have fewer insights.
Optional and highly recommended: the SI Chrome extension.
RevvyAI supports single-profile views only, that is, one company at a time.
It is not available for list views, dashboards, or bulk analysis.
Access RevvyAI insights from SI
To access RevvyAI insights:
In any list of accounts, select an account to open its Account Details page.
Go to the Highlights tab and review the AI insights panel.
The AI insights panel displays a 30-day recap of:
Account activities
Past opportunity status and contacts
Access RevvyAI insights in the SI Chrome extension
To access RevvyAI insights from the SI Chrome extension:
Open the SI Chrome extension over a website.
The RevvyAI insights panel summarizes web activity, keywords researched, and Predictive scores.(Optional) Select Summary.
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RevvyAI generates:
CRM and Account Context
Detected Technologies (technographics)
Recommealended Contacts
Additional recommended prompt buttons
(Optional) Ask a question in the Chat with RevvyAI field.
(Optional) Select Relevant news and updates.
RevvyAI summarizes relevant news, along with their dates, from public websites.
Set Up RevvyAI insights and chat
Administrators can set up RevvyAI insights and chat together in the SI Settings.
To set up RevvyAI insights and chat:
Go to Settings > Sales Intelligence > RevvyAI for Sales.
In the RevvyAI insights and chat panel, toggle the feature to on.
Select whether RevvyAI is visible only to Sales Administrators, or to all users.
To turn off RevvyAI insights and chat, toggle the feature to Off. This controls both RevvyAI insights and the chat interface (Chat with RevvyAI button).