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.
See it in action in the video here:
Why Revveal Matters
Custom Intelligence: Go beyond basic enrichment and Company Analysis 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
Navigate to GTM Playbook in the left sidebar
Click Revveal
Click New Question to create custom questions
Question Configuration
Core Fields
Short Text: Name of the question / search query.
Prompt: Use { to add Variable, Snippet, or CRM field. Use < to add Revveal tag.
Reasoning: Describe how the AI should reason about the answer.
Output Format: Any additional formatting instructions to consider before answering the question.
Numeric Range Constraints (for Numeric Output Format):
When you select "Numeric" as the output format, you can optionally define a range to constrain AI responses:
Minimum Value: Minimum acceptable value (optional)
If only maximum is set, minimum defaults to 0
Example: For a percentage score, set minimum to 0
Maximum Value: Maximum acceptable value (optional)
If minimum is set, maximum must also be set
Example: For a percentage score, set maximum to 100
How it works:
AI receives explicit instructions to return values within your defined range
Values outside the range result in "Unknown" responses
Useful for constraining scores, percentages, ratings, or other bounded metrics
Example use cases:
Employee headcount ranges (50 to 500)
Percentage scores (0 to 100)
Rating scales (1 to 10)
Revenue ranges (1000000 to 50000000)
Custom Output Instructions: Any additional information or guidance on how to answer the question.
Type
Contact Related or Account Related
Slug :Unique identifier in CAPS (e.g., MAIN_PRODUCTS)
Sources to use: Select one or more (see below for further explanation)
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
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
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
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 Sequences
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
Revveal answers automatically appear in field mapping
Map each question to a CRM field
Answers sync when leads export to CRM
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
Click on the question in the list
Modify question text or settings
Save changes
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
Using Revveal in Templates
AI Snippets - Reference Revveal data in sequence emails
AI Text Blocks - Use Revveal answers in landing pages
Variables - Combine Revveal with other dynamic content
Learn More
For comprehensive guidance on Revveal:
Revveal Overview - Strategic guide and best practices
AI Features Overview - Complete AI capabilities
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