HomeContactOpen App

Revveal Questions

Complete guide to creating and managing Revveal questions for custom prospect research.

Revveal is RevvedUp's AI-powered Q&A system that researches and answers custom questions about your prospects. Configure questions once, and AI automatically finds answers for every lead.

Why Revveal Matters

  • Custom Intelligence: Go beyond basic enrichment to answer your specific questions

  • Financial Analysis: Analyze 10K reports and financial documents for public companies

  • Smart Dependencies: Chain questions together for sophisticated research flows

  • CRM Integration: Answers sync automatically as custom fields

  • Content Personalization: Answers available as variables throughout RevvedUp

  • Competitive Edge: Uncover insights your competitors aren't finding

Accessing Revveal

  1. Go to Settings in the left sidebar

  2. Click Revveal under CONTENT SETTINGS

  3. Click New Question to create custom questions

Question Configuration

Core Fields

  • Question Text: The actual question to research (e.g., "What are their main products?")

  • Slug: Unique identifier in CAPS (e.g., MAIN_PRODUCTS)

    • Used in templates as <revveal-main-products>

    • Only letters, numbers, and underscores

  • Output Formatting: Instructions for answer format (optional)

Sources

Configure which data sources the AI uses to answer questions:

Internet

  • Enables web search capability

  • AI searches the web for company websites, news articles, financial documents, reviews, and other publicly available information

  • Best for: Objective, findable facts like revenue, products, competitors, recent news

LinkedIn Posts

  • Pulls up to 20 recent posts from the contact's personal LinkedIn profile

  • Pulls up to 20 recent posts from the company's LinkedIn page

  • Includes engagement metrics (likes, comments, shares) for each post

  • Best for: Understanding communication style, thought leadership, company announcements, recent activities

Buyer Context

  • Includes enriched company information (industry, size, location, etc.)

  • Includes contact information (name, title, role)

  • Best for: Questions that reference who the prospect is and their company

Seller Context

  • Includes your product/service summary

  • Includes your key benefits

  • Includes your testimonials

  • Best for: Questions that need to position answers relative to what you're selling

Creating Effective Questions

For detailed guidance on question design, examples, and best practices, see the Revveal Overview.

Question Dependencies

Setting Up Chains

Create sophisticated research flows where answers trigger new questions. You can reference a previous question by typing into the prompt window. A dropdown window of the available options will automatically appear for you.

Chaining questions will force the questions to be answered prior to proceeding to the referenced questions. You might see this referenced as upstream and downstream questions in the UI.

Using Revveal in Templates

Template Variables

Each question creates a template tag:

  • <revveal-your-slug> - The answer found

In Email Templates

In Page Templates

Use Revveal answers to:

  • Dynamically show relevant case studies

  • Highlight specific features based on their stack

  • Address their disclosed challenges

  • Reference their growth initiatives

CRM Field Mapping

Automatic Sync

  1. Revveal answers automatically appear in field mapping

  2. Map each question to a CRM field

  3. Answers sync when leads export to CRM

  4. Updates sync if answers change

Field Mapping Format

  • Display Name: Question preview text

  • Internal Field: REVVEAL.YOUR_SLUG (for CRM mapping)

  • CRM Field: Your custom field name

Managing Questions

Edit a Question

  1. Click on the question in the list

  2. Modify question text or settings

  3. Save changes

  4. Existing answers remain unless manually refreshed

Related Features

Learn More

For comprehensive guidance on Revveal:

PreviousResourcesNextGlobal Variables

Last updated