Ask Reevo Updates: Slack, Artifacts & Custom Views

Let’s be honest about how most sales and revenue teams are forced to operate today.

SDRs and AEs are assigned aggressive quotas, only to be immediately hamstrung by legacy software that turns them into glorified administrative assistants. They spend far too much time every week switching between 20 browser tabs, digging through drop-down menus, and playing hide-and-seek with pipeline data.

That’s why we’re completely changing the dynamics between sellers and their data.

We’ve just upgraded Ask Reevo so that it’s an even better active, autonomous participant in your sales motion. Complex tasks are now as easy as prompting Ask Reevo in your natural language.

Here’s a look at the new capabilities Ask Reevo brings to your day-to-day.

Ask Reevo in Slack, Where You Actually Work

Sales and revenue teams live in Slack. This is where you communicate day-to-day, where the wins are celebrated, and where leadership asks for pipeline updates.

But your actual data has lived trapped inside a separate system, forcing you to constantly bounce back and forth. That context switching destroys momentum.

Not anymore. You can now send Ask Reevo a direct message in Slack, or @mention it in any channel.

• Ask Reevo answers natural language questions about your accounts, pipeline health, or specific contacts. It delivers answers directly in Slack, complete with clickable links to the relevant records in Reevo.
• Ask Reevo writes, too. Tell the agent to create a new task, update a deal stage, or draft a follow-up email. Ask Reevo surfaces an approval card in Slack, so the work is teed up and all you need to do is approve it.
• Ask Reevo shares clean, long-form research because a deep dive into an account doesn’t belong crammed into a tiny, unreadable chat bubble. When you ask for complex, long-form answers, you receive beautifully formatted inline text or a native Slack canvas that’s easy to read and share.

See the Big Picture with Full-Screen Artifacts

Sometimes, you need to dig deep into a prospecting playbook, review a massive account research document, or analyze a heavily detailed sequence structure. In those moments, half of a browser window just doesn’t give you the real estate you need to focus.

Ask Reevo now features a seamless full-screen artifact toggle.

When the agent generates a detailed asset, you’ll see an icon in the top right corner featuring two outward-facing arrows. Click, and the artifact instantly expands to fill your entire screen for deep, distraction-free reading and editing.

When you’re done reviewing the document and ready to get back to the conversation, click the two inward-facing arrows to snap the artifact back into place and return to your standard chat view. It is full focus when you need it, and quick context when you do not.

Build Custom Views Without the Headache

Building a custom report or a highly specific list view used to require an operations degree, a deep understanding of Boolean logic, and an incredible amount of patience. If a sales rep wanted to see a hyper-specific segment of their territory, they usually had to submit a ticket to RevOps and wait 3 days.

With Ask Reevo, just say what you want to see.

The agent builds a dynamic view with the exact filters, sorting logic, and data fields you need across any contact, account, or opportunity page.

Want to see a highly targeted list? Just tell Ask Reevo: "I want to have a view that shows contacts from the last 2 months, that have a job title, and only show the email field."

Ask Reevo instantly builds the view, applies it, and allows you to save it as a named view for continuous reuse.

No endless drop-downs or broken logic. Just instant visibility into the data that matters.

An Upgraded Sandbox Powering What’s Ahead

To make all of this possible, we overhauled what happens under the hood. Ask Reevo’s sandbox has received a massive infrastructure upgrade.

Think of this upgrade as giving the AI agent its own high-powered personal computer. Because it operates on a significantly more robust infrastructure, artifact editing is now lightning-fast, and the agent can handle much more complex, multi-step workflows without timing out or losing context.

But this infrastructure upgrade isn't just about speed today. It’s the foundational layer that unlocks a wave of more agentic features in the very near future. So your agent just got smarter, faster, and much more capable of doing the heavy lifting.

Let Ask Reevo Do Even More Heavy Lifting

By bringing Ask Reevo directly into Slack, delivering more tailored and immersive experiences, and upgrading our agent's infrastructure, we’re entirely eliminating the friction between a sales team and its pipeline.

If you’re already running your GTM motion on Reevo, connect the Slack integration today and try building a custom view of your most neglected accounts with Ask Reevo. Watch how fast you move when the data finally comes to you.

And if your team is still drowning in tab-switching and manual updates on a legacy sales stack, it’s time for a clean upgrade. Take a self-guided tour, or book a demo with our team to see exactly what Reevo’s unified, AI-native sales platform does for your win rates.