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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 chosen rows or a whole section in one batch, with an optional shared instruction
  • Apply filters and take you to the right section
  • Review answers and suggest improvements
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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You stay in control

Batch fills, comments, and attachment changes first show an approval card listing the exact 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.