Meet Revo.
The AI Copilot for Product Teams.
Revo anticipates your next move, streamlines your workflows, and lets you focus on what matters — building great products.
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Welcome to the Revo Get Started Guide!

This quick guide will help you set up your Revo account, ensuring you're up and running smoothly in just a few simple steps.

1. Knowledge Base: Teach Revo Everything It Needs to Know

Providing Revo with comprehensive information about your company, best practices, and other relevant details is essential. Think of this step as onboarding a new Product Manager (PM) to your team—equipping Revo with the right knowledge ensures it delivers accurate insights and supports effective collaboration.

Here’s how to build your Knowledge Base:

  • Add Documents: Upload key resources like best practices, PRDs, user personas, and more. Organize them into folders for easier access.

    Note: To ask Revo to retrieve information from a specific folder, use clear instructions:
    Example: "@Revo, provide me with the list of user personas from the “User Persona 2024” folder."
  • Create Docs via Chat: Ask Revo to create new documents directly from chat—whether in the app, browser extension, or a Slack channel.
  • Connect Your Stack: Integrate tools like Jira, Asana, Notion, Salesforce, and Zendesk. Revo syncs both ways to stay up to date.
    → User feedback appears in the User Feedback tab when CRM tools are connected.
    → Selected Notion docs will appear in the Documents tab.
  • Meeting Transcripts: Revo can join your meetings to capture recordings, transcripts, summaries, and action items—all accessible under Meetings.
  • Set Personal Instructions: Under Manage Members in Settings, each teammate can personalize how Revo interacts with them—tone, language, role, OKRs, and more.


With the right context, Revo becomes a true extension of your team—ready to help wherever you need it.

2. Context: Give Revo the Right Hat for the Job

Contexts are like specialized modes that help Revo adapt to whatever you're working on—whether it’s analyzing data, writing content, or coding. They unlock the right tools, knowledge, and behaviors without losing your conversation history.

Simply click the “Context: Global” dropdown in chat to switch between environments like Data Analysis, Creative Writing, or Code—all mid-conversation. Each context activates different knowledge bases, functions, and capabilities tailored to the task at hand.

🔹 You can create, edit, and manage custom contexts in the Contexts section of your dashboard. Set up specific system instructions, connect relevant knowledge bases, and enable the right tools to match your workflows. Revo automatically shares these with your team, so everyone stays aligned.Whether you're crunching numbers, writing a product spec, or building a new feature, Revo’s contexts let your team work the way they naturally think—without ever needing to reset or repeat yourself.

3. Meetings: Revo as Your Dedicated Note-Taker

When connected to your Google account, Revo automatically joins your meetings as your personal note-taker. It records the session, captures key details, generates full transcripts, and delivers clear summaries with actionable next steps.

You can also invite Revo to meetings on Microsoft Teams and Zoom, making it easy to capture insights across the platforms your team already uses.

In Settings > Meetings, you have full control over how Revo behaves:

🔹 Choose which meetings Revo should join—all meetings, accepted meetings only, or only meetings you own.
🔹 Decide who should receive the meeting summary—just you, selected participants, or the entire invite list.

🔹 Prefer a meeting to stay private? You can easily remove Revo from any meeting.

🔹 You can also manually add specific labels in the Labels tab in Settings (under Meetings) to better organize your meeting recordings.

4. Insights: Insights That Show Up Right on Time

Insights are automatically generated reports and updates that Revo surfaces based on the workflows you've set up—like competitor analysis, weekly progress summaries, product performance, or customer feedback trends.

They’re delivered straight to the Insights tab at the frequency you choose, so you can easily stay on top of what matters most without chasing down information.

🔹 Each Insight is always up-to-date, actionable, and tailored to your team’s workflow—helping you make faster, more confident decisions with less effort.

5. User Feedback: One Place for All Your User Voices

When you connect your CRM tools, Revo brings together feedback from all your users into a single, centralized view—giving you a clear pulse on what your customers are saying. Whether it's product requests, support issues, or general sentiment, everything is captured in one place so nothing slips through the cracks.

Revo automatically helps you make sense of the noise. It:

  • Identifies the source of each piece of feedback
  • Mentions who reported it
  • Conducts sentiment analysis
  • Automatically categorizes feedback using labels for easier discovery

🔹 You can also manually add specific labels in the Labels tab in Settings (under User Feedback) to better organize feedback.With all your feedback organized and enriched, your team can spot patterns, prioritize requests, and make smarter product decisions—faster.

6. Chat with Revo Right in Slack or Microsoft Teams

Invite Revo to Slack or Microsoft Teams and collaborate with it just like any other team member—right where your conversations are already happening. By bringing Revo into your workspace, you can ask questions, delegate tasks, generate documents, summarize threads, and surface insights without leaving the channel.

To interact, simply @revo and start chatting. If Revo hasn’t been added to a channel yet, just mention @revo and accept the invitation prompt.

⚠ Note: Revo can only access channels it has been explicitly invited to. It won’t join private channels unless you invite it, and it cannot be added to direct messages.

Bringing Revo into Slack and Microsoft teams keeps your team in the flow—so decisions, documentation, and action items happen right alongside the conversation.

7. Get Organized with Issues, Projects, and Sprints

Revo includes powerful project management capabilities designed to keep your team focused, aligned, and moving forward. You can structure your work using Projects, which represent larger initiatives or product goals, and Issues, which capture individual tasks, bugs, ideas, or feature requests tied to those projects.

🔹 Group related Issues under a Project to give your work structure and direction. Assign Issues to team members, set due dates, define priorities, and track progress over time.

🔹 Use Projects to manage sprint cycles, backlog grooming, or long-term product roadmaps. Revo helps you stay on top of everything by surfacing blockers, suggesting next steps, and even generating summaries of sprint progress.

Whether you're running Agile sprints or managing complex initiatives, Revo ensures your entire team has visibility into what’s happening, what’s next, and who’s responsible—without needing yet another tool.

8. Personal Instructions: Make Revo Truly Yours

Under Manage Members in Settings, every team member can set their own personal instructions—these are like a custom user profile that helps Revo tailor its behavior and responses to your individual working style.

You can personalize how Revo communicates with you by choosing your preferred tone (e.g. friendly, formal, concise), language, and even the level of detail you want in answers.

🔹 You can also provide important context like your role, current projects, OKRs, and any other relevant information. These instructions allow Revo to better understand your priorities, adjust its tone and responses, and deliver insights that feel truly relevant to you.

With personal instructions in place, Revo becomes more than just a helpful assistant—it becomes a teammate that gets you, adapts to you, and fits seamlessly into the way you work.

9. Revo's Browser Extension: Bring Revo Everywhere You Work

Make sure to download Revo’s browser extension—it puts Revo just a click away, right where you already work. Whether you're in Figma, Notion, Jira, or browsing the web, the extension gives you instant access to your AI teammate without ever switching tabs.

Clicking the extension opens a right-hand panel where you can chat with Revo in real time. Need to share what you're seeing? You can take screenshots directly from the chat—for example, capture your Figma design and ask Revo how your user personas might interact with the concept. From there, Revo can create a Jira ticket for any identified issues and assign it to the right teammate—all in one seamless flow.

🔹 The extension is designed to blend into your daily tools and habits, so you can brainstorm, delegate, research, or generate content without breaking your focus.

You're All Set! 🚀

Revo is now ready to support you with product management, collaboration, and execution—like a true teammate.

If you have any questions or need help along the way, we’re just a message away. Let’s build something great together!

Iteration X users build great products faster

Iteration X is more than a project management platform or an issue tracker with a bug capture tool. It’s a powerful AI collaboration application that amplifies your team's impact.
One of my favourite Chrome Extensions, makes issue tracking SUPER fast!
Andrey Vinitsky's avatar on Iteration X Chrome store review
Andrey Vinitsky
@andreyvinitsky
Iteration X is a great Chrome extension that helps you to highlight the Bugs on anywhere on the page and easily share with developers. It should also provides facility to manage multiple projects and store all the defects information related to it in separate folders.

I would highly recommend to use this product!
Mohammad Adil's avatar on Iteration X Chrome store review
Mohammad Adil
@madil
Super easy to use and navigate - even non-techy people can adapt quickly.
Juliet Destura's avatar on Iteration X Chrome store review
Juliet Destura
@Julietd
I used Iteration X as a first time user and it was quite intutive and easy to use. Allows to pinpoint any part of a website to identify
potential UX UI related design issues.

It can be used to review any website and collaborate with others who can view the
reviews as well together.
Prashant B's avatar on Iteration X Chrome store review
Prashant B
@prashantb
Honestly, it's the most productive chrome extension that I have used in my career for documenting issues that we face building and developing a web application. The best part is the way it pins the area where the issue actually is and you can navigate to that very easily. And also the shortcuts to create and save the issues are amazing.

So, as far as I'm concerned, I'm definitely gonna use this one in my chrome productivity tools from now on!
Bilal Tufail Khan's avatar on Iteration X Chrome store review
Bilal Tufail Khan
@bilaltufailkhan
Great application that allows smooth collaboration between web designer and users!
Nikki Yeo's avatar on Iteration X Chrome store review
Nikki Yeo
@nikkiyeo
I adore using IterationX because it helps me and my team collaborate more precisely and productively.

The simplicity of it is unbeatable.
Zeeshan Vertex's avatar on Iteration X Chrome store review
Zeeshan Vertex
@zeeshanvertex
Amazing extension that made my communication with developers much easier!
Ekaterina Shevyakova's avatar on Iteration X Chrome store review
Ekaterina Shevyakova
@ekaterinashevyakova
Iteration X is a wonderful tool that can help you to select and give any suggestion for anyone whom it concerns.

It makes your life easy!
Bikila Habtamu's avatar on Iteration X Chrome store review
Bikila Habtamu
@bikilahabtamu
Coming across this tool was  really good.

Its is an easy to use tool with good user experience. Its a great tool for UI/UX designers to collaborate on any project that requires this tool.
Waribugo Godspower's avatar on Iteration X Chrome store review
Waribugo Godspower
@waribugogodspower
It's really easy to use app and I loved it for bug capturing.
Sohaib Munir's avatar on Iteration X Chrome store review
Sohaib Munir
@sohaibmunir
It really make me to post issues and also make comments on a web page. It also user friendly and makes my work more easy. I wish i could rate it more than 5 stars.
Ahmed Yusuf's avatar on Iteration X Chrome store review
Ahmed Yusuf
@ahmedyusuf
A great tool to highlight issues on a website with ease and complexity at the same time.
Waribugo Godspower's avatar on Iteration X Chrome store review
Roshan Aziz
@roshanaziz
It's a really useful app in regards to UI UX point of view. Provide easy feedback with user-friendly interface.
Mohsin Amir's avatar on Iteration X Chrome store review
Mohsin Amir
@mohsinamir
Great tool for iteration, fast, quick and easy with many great features!
HypcynTaH Hypran's avatar on Iteration X Chrome store review
HypcynTaH Hypran
@hypcyntahh
This is very helpful and great tool to raise any issues on websites! 100% recommended!
Clarisa Santos' avatar on Iteration X Chrome store review
Clarisa Santos
@clarisasantos