> ## Documentation Index
> Fetch the complete documentation index at: https://www.revve.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Revve: Your In-App Copilot

> For every Revve user: chat with the built-in copilot to analyze calls, create agents and campaigns, and propose prompt changes — with a review-and-apply safety net for app owners.

**Ask Revve** is the AI copilot built into the Revve dashboard. Ask it questions in plain language — "why did this call fail?", "show calls with negative feedback" — and it searches your conversations, calls, and metrics to answer. It can also do work for you: create a voice agent, set up evaluation metrics, draft a campaign, or propose edits to an agent's prompt that you review before anything changes.

It never publishes anything. Changes to your agents arrive as proposals, apply only to a draft, and going live remains a human decision.

## Where to find it

Ask Revve is one click away on every dashboard page, via the pill dock at the bottom right:

* The orange **Ask Revve** button (sparkles icon) starts a fresh conversation.
* Up to three pills show your most recent conversations — click one to pick it back up.
* The **Chat history** clock icon opens your full conversation history.
* The chevron (**Collapse dock** / **Expand dock**) tucks the dock away when you need the space.

<img src="https://mintcdn.com/revve/uVn2fteQ4YeefPMO/screenshots/dashboard-ask-revve-home.png?fit=max&auto=format&n=uVn2fteQ4YeefPMO&q=85&s=f2e1b4518d8a14ca87f17c78e7d41e27" alt="The Revve dashboard home: the Ask Revve composer with three suggestion chips beneath the copilot illustration, and the Ask Revve dock with recent conversation tabs at the bottom right" width="1440" height="900" data-path="screenshots/dashboard-ask-revve-home.png" />

The dashboard home page *is* the copilot: landing on the dashboard shows a centered composer with three suggestion chips — **Summarize recent voice calls**, **Show calls with negative feedback**, and **Help me improve a agent prompt** — so you can start with a question instead of hunting through menus.

Once a chat is open, it runs in a floating window at the bottom right. Use **Expand** to take it full-surface and **Minimize** to shrink it back. The header shows the conversation title (or "New chat") and a status dot that pulses while the copilot is responding.

## Conversations and history

Each chat is a thread with its own context. **Ask Revve** always starts a new one; the dock pills are your three most recent. For anything older, open **Chat history** — it has a **Search chat history** box and groups threads by Today, Yesterday, Last week, 2 weeks ago, Last month, and Older. Threads title themselves automatically after the first exchange, so you don't need to name anything.

<Tip>
  Keep one thread per task rather than one giant thread. "Improve the greeting for my support bot" and "why did enrollment drop last week?" are separate investigations — separate threads keep the copilot's context focused and make the history searchable.
</Tip>

## It knows what you're looking at

On a chat agent, voice agent, or call-detail page, Ask Revve attaches the thing you're viewing as a context chip in the composer (for example **This call**). That means "improve this bot's greeting" or "why did this call fail?" just works — you don't have to name the agent or paste a call ID. Click the chip's dismiss control if you want a question answered without that context. Other pages attach no context, so name what you're asking about.

## What it can do

Ask Revve's capabilities come in three tiers, ordered by how much they change:

| Tier                      | Examples                                                                                                                                                                                                                           | Review step?                                            |
| ------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------- |
| **Answer and analyze**    | Search conversations, calls, and metrics; summarize recent calls; surface negative feedback                                                                                                                                        | None — read-only                                        |
| **Act directly**          | Create a voice agent; create [evaluation metrics](/docs/evaluations/evaluation-metrics) and attach them to an agent; create custom contact fields; create a [campaign](/docs/campaigns/creating-a-campaign) and attach an agent; save skills | None — happens immediately (requires **Manage Agents**) |
| **Propose agent changes** | Edit a chat or voice agent's prompt or conversation flow                                                                                                                                                                           | Yes — you review a diff and apply per change            |

Direct actions create *new* things — a new agent, a new metric, a new campaign. One caveat to know: a copilot-created campaign lands **active** (though empty — no contacts are enrolled until you add them), not as a draft. Anything that would modify an existing agent's prompt or flow goes through the proposal flow below.

## Proposals: review before anything changes

When you ask Ask Revve to change an agent — "make the greeting warmer", "add an objection-handling step to the flow" — it doesn't edit the agent. It replies with a **proposal card** titled "Proposed N change(s)" for that agent, with a per-change **diff** showing exactly what would change.

From the card you can:

* **Apply** an individual change, or use **Apply all** / **Apply selected (n)** for several at once.
* **Discard all** / **Discard selected (n)** to reject changes you don't want.
* Edit the proposed text inline before applying — supported for the system/global prompt and for node instructions — when the suggestion is close but not quite right.

Applying opens a confirmation dialog — **Apply to draft?** — that spells out the contract: the changes are applied to the agent's *draft* only, and won't go live until you publish. After you confirm, the card shows an **Applied** badge and a **View draft** link that takes you to the agent's General tab to inspect the result.

The safety story, stated plainly:

* Proposals write to the agent's **draft**, never to the live published version.
* **Publishing stays a separate, human step** — the same [draft/publish workflow](/docs/getting-started/publishing-and-versioning) as any manual edit, including [publish approval](/docs/governance-access/publish-approval-workflow) if your workspace requires review.
* Proposing and applying agent changes both require the **Manage Agents** permission — without it, the copilot declines to propose changes at all (and conversations are private to each user, so there is no hand-off-to-a-teammate path).

<Note>
  Drafts are single-editor. If a teammate holds the agent's edit lock, applying fails with `Draft is locked by {name}. Try again later.` — coordinate with them or wait for the lock to release.
</Note>

## Permissions at a glance

| Action                                                             | Who can do it                                      |
| ------------------------------------------------------------------ | -------------------------------------------------- |
| Chat with Ask Revve, run analyses                                  | Any team member                                    |
| Direct actions (create agents, metrics, campaigns)                 | **Manage Agents**                                  |
| Apply a proposal to an agent's draft                               | **Manage Agents** permission                       |
| Create custom contact fields or team-scoped skills via the copilot | **Manage Settings** permission                     |
| Publish an agent draft                                             | Unchanged — your normal publish flow and approvals |

See [Roles and Permissions](/docs/governance-access/roles-and-permissions) for how these permissions map to roles.

## Teach it your playbooks with skills

The **Skill** button (book icon) in the composer lets you invoke a specific skill — a reusable, named instruction module — for a message, and the **Manage skills** link opens the Skills page where you author your own. Skills are how you turn a one-off prompt like "review this week's calls the way our team does" into a procedure every teammate's copilot follows the same way. See [Skills](/docs/ask-revve/skills) for scopes, authoring, and the built-in skills that ship with Revve.

## What's Next

* [Skills](/docs/ask-revve/skills) — encode your team's workflows so Ask Revve follows them consistently.
* [Publishing and Versioning](/docs/getting-started/publishing-and-versioning) — the draft/publish model that keeps applied proposals from going live on their own.
