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

• Strategy: How AI should find answers

  • Search: Extract specific facts from sources

  • Prompt: Synthesize comprehensive answers

• Output Formatting: Instructions for answer format (optional)

Advanced Settings (Prompt Strategy)

• AI Model: Which model to use for research

• Sources: What context to include

  • Buyer industry challenges

  • Buyer summary

  • Seller benefits

  • Testimonials

  • Persona information

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

Hi {{CONTACT.FIRST_NAME}},

I noticed <revveal-recent-initiative>.

Many companies in your situation struggle with <revveal-main-challenge>.

We've helped similar companies achieve...

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

• ICPs - Revveal helps with ICP assignment

• Personas - Answers influence persona matching

• Seller Profiles - Context for research

• Global Variables - Use alongside Revveal

Learn More

For comprehensive guidance on Revveal:

• Revveal Overview - Strategic guide and best practices

• AI Features Overview - Complete AI capabilities