Special features

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Data Analysis

When working with spreadsheets, Realm automatically uses its analysis tools when your request requires calculations, transformations, or visualizations. What you can do with Data Analysis:

• Generate charts and visualizations
• Calculate statistics and summaries
• Identify trends and patterns
• Create pivot tables and aggregations

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Support Ticket Resolution

If you’re working with support tickets in tools like Zendesk or Freshdesk, you can ask Realm to suggest resolutions. Paste a link to the ticket in chat, and Realm will analyze the ticket content, search relevant knowledge base articles, and suggest a resolution.

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Foreign Language Support

You can ask Realm questions in languages other than English. Realm searches for materials in the same language as your prompt, and responses are provided in that language. Cross-language search is also supported.

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Creating Documents

Simply ask the Realm Assistant to create a Document such as a report, proposal, or brief for you. For example: “Create a battle card vs Acme focusing on security features” or “Draft a follow-up email to Jane Doe”. Once a Document is generated, it opens in the Editor. Here, you can talk with your Document to make iterative changes like altering the tone or adding a new section, or make manual edits yourself. You can also open Documents from the sidebar to start one there. The message box is always ready: describe what you want and send to draft from scratch, or base the draft on something you already have first. Start from a document lets you upload a file, pick one of your own documents, or search the knowledge base. Start from a template lets you pick one of your organization’s templates, or add one from an upload or the knowledge base. You can pick a document and a template together: the document becomes the draft’s base, and the template’s structure and style are applied to it. A settings control next to the message box sets tone, language, and length. It applies whether you draft from a description or start from a document or template.

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Templates

A template is a document your whole organization can start from. Open a document you own and choose Save as template from its menu to copy it into one, or click Start from a template next to the message box on the Documents page and choose Add from the knowledge base or Upload a file as a template to make one from a document already in your knowledge base or a file you upload. Realm reads the text, so a PDF works as well as a Word file. A template made from a file holds that file’s text as it was read, so it is ready to use as soon as it is made. A template made from a Word file also keeps the file’s PNG, JPEG, and WebP pictures where they sit in the text; other picture formats, such as EMF drawings, appear as their description. A document started from a Word file in the knowledge base keeps its pictures the same way. Edit it in the Editor to make it the exemplar you want. The original file stays in your knowledge base, and a document drafted from the template reuses its wording. Starting from a template gives the new document the template’s structure and, for a Word file, its layout; the template stays as it is. The new document starts as Untitled document, not with the template’s name.

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Knowledge tags

If your organization uses knowledge tags to narrow answers, you can pick tags for a new document on the Documents page from Tags in the + menu. Pick one or more tags before you start and the document draws only from knowledge carrying those tags, both for the first draft and for later requests in its chat. Leave it empty to draw from everything you can access. The tag button at the top of the Editor shows the tags a document draws from. On a document outside a project, you can change them there. A template can carry tags too: a document you start from the template outside a project gets the template’s tags, so a template for one product keeps its documents to that product’s knowledge. A document in a project always draws from the project’s current tags, and the tag button shows N from project. To change them, open the project from the button and edit the project’s tags.

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Skills and projects

The message box on the Documents page has a + menu. It holds attaching files, Start from document and Start from template, and two more choices:

• Skill picks one of your organization’s published skills, such as instructions for a short executive summary. The draft follows its instructions and examples. If the skill has a template, the new document starts from it, unless you pick a template yourself.
• Project creates the document in one of your projects, as one of its outputs. The draft then draws on the project’s files and tags.
• Tags, below Project, picks the knowledge tags the document draws on. It is offered only while no project is picked, since a project brings its own tags.

Each choice shows next to the + button. Click it to change it, or remove it with its x. Realm writes the document: the message box has no agent menu, and neither does the chat in the editor. A project’s Create document dialog has the same + menu, without Project, since the project is already set. To create or edit a skill, see Skills.

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Correcting the answer library

Realm fills questionnaires from answers it extracted out of RFPs you finished, so an answer stays in use until something replaces it. When a fact about your company changes, tell Realm in a chat: “our ISO 27001 certificate lapsed in June”, or “the support SLA is now four hours”. Realm looks up the stored answers on that topic and proposes a change: the answers it would retire, each with the RFP it came from and when it was answered, and the entry it would record in their place. Nothing is written until you approve it. Once approved, the retired answers stop being reused when filling questionnaires, and the new entry joins your organization’s manually added answers, where later fills retrieve it. The retired answers are not deleted: the record of what you once answered is kept, stamped with who retired it and why.

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Putting a retired answer back

Retiring is reversible. When an answer was retired by mistake, or the fact it states has become true again, ask Realm in a chat: “put our ISO 27001 answers back into use”. Realm lists the retired answers on that topic, each with when it was retired and the reason given, and proposes to restore the ones you name. Nothing changes until you approve it. Once approved, those answers are retrieved again when filling questionnaires, as soon as Realm has indexed them again. If your organization restricts answer library editing to admins, only admins can retire or restore answers from chat.

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Exporting Documents

When you are satisfied with your Document, you can export it to various formats, including Google Docs, PDF, Word, or Markdown.