Documentation Index

Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt

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Reli Help

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Reli Help is RevSure’s intelligent AI assistant, seamlessly integrated within the application to provide instant support and guidance. Powered by Eddy AI and trained on RevSure’s comprehensive knowledge base, Reli Help allows users to ask natural language questions and receive accurate, contextual responses—all without leaving the platform.

Whether you're exploring a feature, need help interpreting data, or simply looking for how-to instructions, Reli Help ensures that assistance is always just a click away.


How to Use Reli Help

Follow these simple steps to make the most of Reli Help:

  1. Access the Assistant
    Click the Reli Help icon located at the top-right corner of your RevSure dashboard.

  2. Open the Query Panel
    A chat-style pop-up window will appear on your screen.

  3. Enter Your Question
    Type your question in natural language.
    Example: “How is opportunity propensity calculated?”

  4. View the AI Response
    Reli Help will return a detailed answer based on our internal knowledge base.

  5. Expand for Source Links
    Click on the down arrow  to view the source articles referenced in the response.

  6. Access Full Articles
    Clicking a source link will open the full article on the RevSure Knowledge Base in a new tab for deeper exploration.


With Reli Help, RevSure users can self-serve information quickly and confidently, streamlining onboarding, daily workflows, and data-driven decision-making.