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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FAQ

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Last updated 1 month ago

This section covers the most common questions and issues users encounter when using Revo. If something doesn’t work as expected, or you’re not sure how to get the most out of a feature, you’ll likely find your answer here.

Getting Started & General Usage

1. Q: Revo looks powerful—where should I begin?

Great question! Revo is your product teammate, and there’s no need to learn everything at once. Here’s a simple way to get going:

  • Connect your stack (e.g. Jira, Notion, Google Calendar, Slack)

  • Create a couple of focused Contexts like “PRD Writing” or “Weekly Sync”

  • Use the “Ask Revo” button to get help tailored to your current task

You'll discover more as you go. Revo grows with you.

2. Q: How can I help Revo give me the best possible answer?

Great results come from a great setup! To get the most accurate and helpful responses from Revo:

  • Make sure you're in the right

  • Connect relevant data sources like Jira, Notion, or user feedback

  • Ask focused, specific questions

💡 Tip: If something feels off, try rephrasing or switching Contexts—Revo quickly adapts and improves with every interaction!

Docs & Contexts
  1. Q: How do I set up a great Context?

A strong Context helps Revo stay aligned with your goals. Include:

  • A clear name (like “Onboarding Flow”)

  • A short focus description

  • Linked docs, folders, or systems

  • System notes for tone, tools, or style preferences

This gives Revo everything it needs to work smarter for you.

  1. Q: How can I turn my exploration (user stories, screenshots, etc.) into a full PRD?

Here’s how to do it:

  1. Create a context for early exploration (e.g. “User Flows – Employee Termination”)

  2. Use Revo to explore flows, generate recos, and user stories

  3. Then switch to a “PRD Writing” context

  4. Revo can take your earlier inputs, continue working in the background, and notify you in your Inbox once the PRD is ready

Meetings & Transcripts
  1. Q: Can Revo recognize names accurately in transcripts?

Yes—and it’s getting even better! While occasional quirks can happen with AI transcription, Revo is continually improving name recognition. We’ve added smarter context awareness and custom aliasing so it consistently knows who’s who—even in fast-paced conversations.

  1. Q: Can Revo convert meetings into issues or follow-ups automatically?

Yes! Revo can:

  • Transcribe meetings

  • Generate summaries

  • Extract action items

  • Turn them into assigned issues or Slack messages

  • Draft follow up emails

Files, Images & Browser Extension
  1. Q: Can I upload a Figma screenshot and ask Revo to describe or spec it?

Yes—using the Revo browser extension, you can screenshot any design, webpage, or UI, and ask Revo to generate:

  • Descriptions

  • Product specs

  • User stories

  • QA checklists

  1. Q: Can I trigger Revo to analyze a screenshot and generate feedback or a spec?

Absolutely. Just take a screenshot with the browser extension and ask Revo to analyze it. It will combine what’s in the image with your current Context and internal knowledge (personas, docs, feedback, etc.).

Models, Providers & Performance
  1. Q: Can I use Claude instead of GPT?

Yes. You can choose between different AI providers like OpenAI (GPT), Anthropic (Claude), or Mistral per workspace or per Context.

  1. Q: Can I test different models on the same use case?

Yes. Some users prefer GPT-4 for generation-heavy tasks, Claude for summarization, or Mistral for speed. You can A/B test different models inside Revo.

  1. Q: What gets sent to each model? Is my data safe?

Revo only sends what’s needed to fulfill your request. Your data (e.g. Notion pages, Jira templates, feedback) stays internal to your Revo workspace and is never used for training by any model provider. We enforce strict privacy boundaries.

Best Practices
  1. Q: How can I get better answers from Revo?

Be clear, specific, and structured in your prompt. For example:

  • ✅ “Summarize the top 3 complaints in the "onboarding 2025" folder.”

  • 🚫 “What do users say?” You’ll also get better results when you refer to specific docs, folders, or product areas

  1. Q: How do I know if I’m in the right context?

If Revo’s answers seem too generic, check the context name at the top of your chat window. If you're working on something different than what that context was designed for, switch to a more relevant one—or create a new one.

  1. Q: What should I write in the “Instructions” field when setting up a context

Use it to guide Revo's behavior. For example:

  • Define Revo’s role: “You are a senior PM creating PRDs for internal tools.”

  • Set structure: “Use the format: Title, Problem, Goals, User Stories.”

  • Link relevant inputs: “Refer to the ‘Q2 Personas’ folder when needed.”

  1. Q: How can I improve Revo’s responses if they’re not quite what I expected

Revo learns from context and adapts to your needs—so here are a few ways to get even better results:

  • Rephrase your question for clarity

  • Start a fresh thread for a clean slate

  • Switch or refine your Context

  • Double-check that key data (like Jira, feedback, or docs) is connected

Each small tweak helps Revo better understand and support your workflow!

  1. Q: Can I ask multi-step questions?

Yes—but complex requests work best when broken into steps. Instead of: “Write a PRD and summarize all feedback in one go,” Try:

  1. “Summarize the top feedback themes for Feature X.”

  2. “Now write a PRD using that insight.”

Context