Revo.pm
  • Revo 101
    • Introduction to Revo
  • Use Cases
  • Best Practices
  • FAQ
  • Changelog
  • Chat with Revo
  • Chatting with Revo
  • Revo's Browser Extension
  • Data Sources
    • Overview
    • Documents
    • User Feedback
    • Meetings
    • Slack/Microsoft Teams Integration
    • Personal Instructions
  • Contexts
    • Overview
    • How to create contexts
    • How to switch contexts in chat
    • How To Edit/Delete a Context
    • Use Cases
  • Insights
    • Overview
    • How to create insights
  • User Feedback
    • Overview
    • Import feedback into Revo
    • How to connect CRM tools to Revo
    • Use Labels To Categorize And Organize User Feedback
  • Meetings
  • Overview
  • How can Revo join meetings
  • Meeting Access and Summary Settings
  • Using labels to categorize and organize meetings
  • Leveraging Meeting Summaries
  • Issues, Projects, and Cycles
    • Overview
    • Issues
    • Projects
    • Cycles
  • Workflows
    • Overview
    • Setting up workflows
    • Revo Workflow Playbook
  • Connectors
    • Slack
    • Jira
    • Asana
    • Linear
    • Confluence
    • GitHub
    • Microsoft Teams
    • Intercom
    • Salesforce
    • Zendesk
    • Google Calendar
  • Account Management
    • Personal Instructions
    • Profile
  • Workspace Management
    • Labels
    • Statuses
    • Manage Members
    • Switch Teams
    • Team Info
  • Billing
    • How does billing work?
    • Invoices
  • Security
    • Data privacy & security
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  1. Data Sources

Overview

Providing Revo with comprehensive information about your company, best practices, and other relevant details is essential. Think of this step as onboarding a new Product Manager (PM) to your team—equipping Revo with the right knowledge ensures it delivers accurate insights and supports effective collaboration. You can build your knowledge base using the document feature, connectors, meetings, Slack and/or Teams conversations, personal instructions, user feedback, and more.

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Last updated 1 month ago