revmetrix·ai

Documentation

Documentation

Quick-start, agent flow, integrations, and best practices for getting the most out of RevMetrix AI.

Getting started

  1. Sign up and create your first workspace.
  2. Connect your provider keys in Settings → Integrations.
  3. From the dashboard, type a one-sentence prompt or pick a signal template.
  4. Answer the refinement questions, click Build, then Import.
  5. Click Create & run on the two column gates to enrich and write copy.
  6. Export to your outreach tool when the campaign is live.

The agent

RevMetrix AI uses four specialized agent roles that swap automatically based on campaign state: Communication (gathers context), Planner (produces the plan), Prospecting (builds the list), and Campaign (runs enrichment + copy). The active role is shown as a pill in the workspace topbar.

Confidence badges

Every enriched cell carries a confidence dot. ● Verified (real provider call). ● High (LLM grounded in research). ● Inferred (LLM without external sources). ● Review (mock — validate before outreach).

Credits

One credit = one enriched cell. A typical 25-prospect campaign with 7 columns costs ~175 credits. Track usage in Settings → Credit Usage.

API reference

A public API is on the roadmap. For programmatic access today, contact our team.

Need help?

Email help@revmetrix.ai or join the community Slack.