Chat — analytics chat and per-meeting chat

The analytics chat helps you find new angles on your whole organisation's customer data. The per-meeting chat supports preparing for, and following up on, one account. Together they make the information gathered from meetings more useful, speed up day-to-day work, and support both sellers and sales leadership in making decisions.

Analytics chat

The analytics chat lets you examine large amounts of meeting data at once. Open it from:

• Ask me anything on the home page
• the Chat section in the left-hand menu

Write your own question, or use one of the suggested starting prompts.

Analysing the whole organisation's meetings

The analytics chat is at its best when you're looking for broader patterns across many meetings. You might ask:

• which customer challenges come up most often
• the most common objections
• customers' most important goals
• which competitors are mentioned most
• where the sales team could improve

You get an overview of the organisation's customer conversations quickly, without reading through individual meetings.

Per-meeting chat

Every meeting has its own chat. It draws on that meeting's:

• transcript
• playbook
• customer data
• AI analysis

It suits working through a single account. You can ask Revial to:

• analyse objections
• identify risks
• suggest next steps
• draft a follow-up message
• summarise the conversation

Use your own AI prompt templates

Both chats can use your organisation's AI prompt templates, which put frequently used prompts one click away rather than retyping them. Create them under Settings → Organisation → Content templates.

Choose where a prompt appears

Each AI prompt can be scoped to where it's used — the analytics chat, the per-meeting chat, or both. That lets you build ready-made prompts suited to different purposes.