Reli Brief

  • Published on Aug 24, 2026
  • 2 minute(s) read
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Reli Brief is an AI-powered briefing experience within Reli Chat that proactively delivers personalized summaries of your business based on your selected persona and prompts. Instead of manually navigating multiple dashboards or repeatedly asking questions, Reli Brief brings together the most important insights, trends, risks, opportunities, and recommended actions into a single, easy-to-consume briefing.

Whether you're tracking pipeline performance, marketing campaigns, customer health, or operational metrics, Reli Brief helps you stay informed by automatically generating concise, role-aware summaries using the latest available data from across the RevSure platform.

Why Use Reli Brief?

Reli Brief helps you:

  • Stay updated without manually monitoring multiple modules.

  • Receive personalized insights tailored to your role and business priorities.

  • Quickly understand what changed, why it matters, and what actions to take.

Creating Your First Brief

Setting up Reli Brief only takes a few minutes.

  • Navigate to Reli Chat from the left navigation panel.

  • On the Reli Chat home page, click My Brief at the top or click on the banner shown below

  • In the config modal,

    • Choose the personas that best represent the role. The default would be My Brief

    • Select how often you want to generate the brief (daily, weekly, or monthly)

    • Configure each brief with the prompts you want to use. You can select upto 5 prompts in each brief, where you can:

      • Select from predefined prompts

      • Add your own custom prompts

    • Save the config, and let it load and generate the brief

  • Your brief is set up

Regenerating Your Brief

Reli Brief can be regenerated in two ways:

  • Manually: Regenerate your brief at any time to refresh it using the latest available data.

  • Automatically: Your brief is regenerated according to the configured schedule (Daily, Weekly, or Monthly), ensuring you always receive an up-to-date briefing.

Sharing and Scheduling

Reli Brief can be shared and scheduled directly from Reli Chat, making it easy to consume insights wherever you work.

You can:

  • Schedule your brief to be delivered on a Daily, Weekly, or Monthly cadence.

  • Deliver briefs through Email or Slack.

  • Choose your preferred delivery format:

    • PDF – A formatted report ideal for sharing and presentations.

    • Google Doc – A collaborative document for review and editing.

    • Inline Message – A concise, formatted version of your brief delivered directly in the Email or Slack message body for quick consumption.

You can modify your delivery schedule, destination, or format at any time from the Brief settings.

Best Practices

To get the most value from Reli Brief:

  • Keep prompts focused on a single business objective.

  • Use specific prompts rather than broad requests.

  • Review and update prompts periodically as business priorities change.

  • Regenerate your brief after major CRM or pipeline updates.