Revimize

Customer documentation

Getting started

Set up a safe first Revimize workspace and establish a measurable initial use case.

Getting started

Revimize helps your organisation work from trusted, current context when people and AI systems need to make decisions or complete work.

Before you begin

Identify an organisation owner, a technical administrator, a business sponsor and a small initial group of users. Agree the first workflow, approved sources and success measures before connecting data.

  1. Sign in with the identity method enabled by your organisation.
  2. Select the correct organisation and review your profile.
  3. Create a workspace and project for the initial use case.
  4. Invite only the people needed for that work.
  5. Add a small current knowledge set or connect an approved source.
  6. Ask focused questions and review the citations.
  7. Record feedback, quality gaps and the decision to expand.

Establish a first use case

Start with one decision or workflow that currently requires repeated discovery. Define the people, approved sources, expected answer or action, required evidence and a named owner. Build that use case before broadening the corpus or enabling more automation.

Continue your setup

Read Roles, members and access before inviting wider teams, then Create and organise knowledge to prepare your first trusted context.