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Realm helps where you work

Realm can chat with you right on the RFP page. It knows which page you are on and what is visible, so you can point at your work instead of describing it: “Why is this answer marked low quality?” or “Summarize what changed in this section” work without any setup.
1

Click the chat button

Select the chat button in the page header. Realm opens in a panel next to your work.
2

Ask about what you see

The panel lists what Realm can do on the current page. Ask in plain language.

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Realm takes action on the page

Beyond answering, Realm works the RFP with you. It sees the open table, its sections, the rows in view, and who is working on them, and it can:
  • Explain an answer or a requirement
  • Assign responders and reviewers, and set review status
  • Edit answers, with each edit saved as a version you can restore
  • Fill or regenerate a whole section, chosen rows of it, or a single row, with an optional shared instruction or a different answer profile
  • Fill answers from a file you attach, such as a spreadsheet a customer sent you
  • Apply filters and take you to the right section
  • Review answers and suggest improvements
  • Answer a question you paste into the chat, as a card with sources
Try: “Assign all unanswered rows in this section to Maria” or “Regenerate the rows I have selected with a more formal tone.”

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Fill answers from a file

When you already have the answers somewhere, such as a spreadsheet a customer sent you, attach the file to your message and tell Realm which part of the RFP to fill from it.
1

Attach the file

Add the file to your chat message, the same way you attach files in any chat.
2

Say what to fill

Name the section or the rows, for example: “Fill out the Security section based on the spreadsheet we received from Visma.”
3

Approve the fill

Realm shows an approval card. Once you approve, it fills each row using the file together with your knowledge, and the answers appear in the table as they are written.
Realm only uses files you can open. Rows that are already approved stay as they are unless you ask Realm to overwrite them.

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Answer a question in the chat

Paste a question into the chat and Realm answers it with the RFP’s answer profile and tags, as a card that shows its sources and the scope it used. Name another profile or tags in your message to change the scope; the card never writes to the table.

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You stay in control

Fills, comments, and attachment changes first show an approval card with the rows, people, and values involved. Nothing is written until you approve. Assignments, review status changes, and answer edits apply immediately as you watch, and every answer edit is saved as a version you can restore. Once a change lands, everyone viewing the same questionnaire sees it without reloading. For grid navigation, review flows, and exporting, see Completing an RFP.