Within Revcast, you have access to an AI Assistant: a tool to help you get quick answers and better understand Revcast the product and revenue operations in general. As with the rest of the product, we’re constantly improving the AI Assistant feature.

Currently, the AI Assistant is available on the Revcast Dashboard and via the Revcast Slack application. From the Dashboard, click CTRL-k (or CMD-k on a Mac) to open the assistant:

The “Revcast Revenue Assistant” box will appear, prompting you with a text box.

The AI Assistant works best once you have a finalized budget and your CRM integrated with Revcast - this allows us to give the best information to our Assistant to make them the most helpful.

Currently, the Assistant has information and context about the data on the Dashboard, including both plan and actual performance data. Data from prior fiscal years is not currently available, nor are details about specific employees (keep an eye out for both coming soon). With that said, you are able to get information about the plan and performance of your teams and segments, as well as your organization as a whole.

As with many new features, the AI Assistant is actively being worked on by our team. If you have any comments, questions or feedback, we welcome it at [email protected] or via the shared Slack channel with Revcast.