RevvyAI is an artificial intelligence interface to your 6sense Sales Intelligence (SI) platform. It helps you research accounts, understand buyers, and take action directly in your workflow. It understands the context and data associated with your account, and allows you to prospect, research, and reach out to potential customers.
RevvyAI for Sales is available in both the SI web application and Chrome extension when viewing accounts or contacts. RevvyAI is also available for Revenue Marketing.
RevvyAI supports one company or contact at a time; it is not available for list views, dashboards, or bulk analysis.
Integration with your CRM ensures that RevvyAI has more data about your accounts and contacts.
If your 6sense environment does not include the Predictive add-on, RevvyAI will have fewer insights.
If you ask a question outside the current scope of RevvyAI, it will decline to answer the question, and/or explain what it can currently help you with.
Access RevvyAI in the SI web application
To access RevvyAI in the SI web application:
In any list of accounts, select an account to open its Account Details page.
OR
In any list of contacts, select a contact to open its People Details page.Select Chat with RevvyAI.
The RevvyAI panel opens.
For an account, you can:
Ask a question.
Select Summary for an overview of the account.
Select Relevant news and updates for recent company news.
OR
For a person, you can:
Ask a question.
Select the Contact overview for an overview about the person, with suggested prompt buttons and an entry field to ask more questions.
Select Recent activities for a list of webinar registrations, webpage visits, and other activity.
(Optional) Copy the text of a response to use that info somewhere else.
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(Optional) Provide feedback to 6sense on the quality of responses by selecting either the thumbs up or thumbs down icons.
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Access RevvyAI in the SI Chrome extension
To access RevvyAI in 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)
Recommended 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.
(Optional) Copy the text of a response to use that info somewhere else.
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(Optional) Provide feedback to 6sense on the quality of responses by selecting either the thumbs up or thumbs down icons.
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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 (the Chat with RevvyAI button).
FAQ: RevvyAI for SI
Can I enable insights but not chat?
No. The configuration supports either both insights and chat or neither.
What data does RevvyAI use?
RevvyAI responses depend on what’s available in your 6sense environment and what you are authorised to view. If data isn’t available (or is limited), RevvyAI lets you know, and will still try to provide the best possible research summary within scope.
Which sources are used for questions about news and company updates?
RevvyAI performs a web search that's trained to search for news and company updates that would be relevant to a seller. For example, it will prioritize financial news or large company announcements.
How does RevvyAI handle sensitive information?
RevvyAI respects role-based access controls (RBAC) at the individual user level. Users can only access data they are already authorized to see based on their existing role (Marketing user, Sales user etc).
What models are used to power RevvyAI?
RevvyAI uses a combination of:
Large language models (LLMs) from OpenAI and Anthropic
6sense data
Previously synced CRM and MAP data (if available)
Does RevvyAI integrate directly with my CRM or MAP?
No. However, it can retrieve CRM and MAP data that has already been synced into 6sense. For example, if your 6sense environment includes the Predictive add-on, RevvyAI can answer “how many unworked 6QAs are present in CRM?”.