Revie — advanced usage
Revie answers questions about your deals, accounts, conversations, and team data in plain language. The quick-access version in the top navigation bar is good for one-off questions. The full chat interface at Chats is where you get the most out of it — persistent history, multi-turn conversations, context scoping, and the ability to share sessions with teammates.
This article covers the full interface. For a basic introduction, see Introducing Revie.
The full chat interface
Go to Chats from the left navigation. On the left you have your chat history — all previous sessions, searchable by title. On the right is the active conversation. You can rename or delete any session from the history panel.
Revie remembers the context within a session. If you ask "What were the objections on the last call?" and then follow up with "How does that compare to the call before?", it understands you are still talking about the same deal. Starting a new session clears that context.
Scoping a question to a specific deal, account, or conversation
By default, Revie searches across your workspace. For more precise answers, scope the question to a specific object before asking. Use the context selector in the message input area to choose:
- Deal — limits Revie's search to the calls, emails, and contacts associated with a specific opportunity
- Account — pulls in all activity across an account, not just one deal
- Conversation — focuses on a single call or meeting recording
When you open Revie from within a deal page, that deal is pre-selected as context automatically.
What you can ask
Revie works best for questions that would otherwise require you to dig through recordings, CRM fields, or multiple tabs. Some examples that work well:
- "What objections came up across all calls with this account in the last 60 days?"
- "Who are the active contacts on this deal and when did we last speak to each of them?"
- "What was the buyer's main concern on the last discovery call?"
- "Which deals in my pipeline have had no call activity in the past two weeks?"
- "Summarize the last three calls with TechCorp."
- "What pricing objections came up most often across my team's calls this month?"
Revie cites its sources in the response — you can click through to the specific call or record it pulled from.
Using Revie to update roleplay agents
From the chat interface, you can ask Revie to suggest changes to an existing roleplay agent — add an objection, adjust the buyer persona's tone, make the scenario harder. It returns the suggested changes and lets you immediately test the updated agent in a practice session before committing to the change.
Examples: "Make the pricing objection in my Enterprise Cold Call agent more aggressive" or "Add a technical evaluation step to the discovery agent for SaaS buyers."
Sharing a chat session
Any chat session can be shared with a teammate. Open the session, click Share, and copy the link. The recipient sees the full conversation, including Revie's responses and the sources it cited. This is useful for sharing deal research before a meeting or passing context between team members on an account.
Asking from the top navigation
The Ask Anything button in the top navigation opens a drawer without leaving the current page. It supports up to 3,000 characters per question and includes a panel of suggested popular questions. Sessions started in the drawer are saved to your Chats history.
Slack access
Revie is available through the Outdoo Slack integration. You can ask questions from Slack and receive answers directly in the channel or thread. Contact your admin to enable this. See Slack integration for setup steps.
MCP integrations (third-party data)
Revie can connect to external tools through MCP (Model Context Protocol). This lets it pull data from your CRM, content management system, or other platforms in your stack and include that context in its answers — without you having to switch tabs or copy data manually. MCP integrations are set up at the workspace level. Contact your account manager to configure them.
Things to know
- The message input limit is 12,000 characters. A warning appears at 10,500.
- Responses are streamed in real time. If the answer cuts off, your network connection may be unstable.
- Revie answers based on data that Outdoo has access to. It cannot answer questions about CRM fields that have not been synced or calls that have not been captured.
- You can give feedback on any response (thumbs up or down). This helps improve response quality over time.
If you need help, contact us at support@outdoo.ai.