# Get Started

Welcome to Revo! Here’s how to get started quickly and make the most of your AI collaborator:

**1. Create Your Team**

Setting up your team is the first step:

* Navigate to [Team Settings ](https://iteration-x.gitbook.io/help-documentation/team-setup/team-settings)to invite your coworkers.

**2.  Customize Your Workspace**

* [Customize your labels](https://iteration-x.gitbook.io/help-documentation/issue-properties/labels) in team settings to match your workflows and preferences. This step is important to help you keep your workspace organized and to filter information quickly.

**3. Connect Your Existing Tools**

[Revo’s capabilities](https://www.revo.pm/capability) shine when it’s connected to your existing tools:

* Use the[ Team Settings](https://iteration-x.gitbook.io/help-documentation/team-setup/team-settings) to integrate Revo with your favorite platforms, such as: \
   \- [Asana](https://iteration-x.gitbook.io/help-documentation/integrations/asana)\
   \- [Jira](https://iteration-x.gitbook.io/help-documentation/integrations/jira)\
   \- [Linear](https://iteration-x.gitbook.io/help-documentation/integrations/linear)\
   \- [Github](https://iteration-x.gitbook.io/help-documentation/integrations/github)\
   \- [Slack](https://iteration-x.gitbook.io/help-documentation/integrations/slack)\
   \- [Notion](https://iteration-x.gitbook.io/help-documentation/integrations/notion)\
   \- [Confluence](https://iteration-x.gitbook.io/help-documentation/integrations/confluence)\
   \- [Intercom](https://iteration-x.gitbook.io/help-documentation/integrations/intercom)
* [Invite Revo to your calls](https://iteration-x.gitbook.io/help-documentation/transcripts/invite-revo-to-your-calls) so it can provide essential information, such as user feedback and call transcripts discussed during the call.

{% hint style="info" %}
These connections are crucial for Revo to provide meaningful insights and support.
{% endhint %}

**4. Collaborate in Slack or Microsoft Teams**

Revo integrates seamlessly with your favorite collaboration tools:

* Chat with Revo directly in [Slack](https://iteration-x.gitbook.io/help-documentation/integrations/slack) or Microsoft Teams, just like you would with a regular team member.

**5. Add Documents**

Help Revo understand your organization’s unique way of working:

* [Upload or write key documents](https://iteration-x.gitbook.io/help-documentation/documents), such as **Best Practices** and **User Feedback Instructions**.
* These materials allow Revo to learn and provide accurate, context-aware answers.

**6. Chat with Revo**

Unleash the full potential of [Revo’s capabilities](https://www.revo.pm/capability):

* Some examples of what Revo can do: Write a PRD, generate reports, conduct web research, or save findings as a document.
* Simply click the chat icon to get started.

**7. Utilize Jobs**

Use Jobs to tailor instructions:

* Enter your desired prompts into the [Jobs](https://iteration-x.gitbook.io/help-documentation/jobs) section.
* Refine the agent’s focus by writing custom prompts in the designated field. Specify the data points, themes, or insights you want the agent to target, ensuring reports are tailored to your requirements.
* Chat with Revo to evaluate and perfect the responses it generates.

**8. Take Advantage of Quick Actions**

Need Revo to perform a task on the fly? Quick Actions are here for you:

* Give Revo short, direct instructions, such as generating a report or summarizing a document.
* Remember, [Jobs](https://iteration-x.gitbook.io/help-documentation/jobs) are for recurrent tasks with specific instructions, while [Quick Actions](https://iteration-x.gitbook.io/help-documentation/quick-actions) are for immediate needs.

**9. Leverage Insights**

Revo’s [Insights feature](https://iteration-x.gitbook.io/help-documentation/insights) provides proactive research and detailed reports:

* Stay informed and ahead of the curve with data-driven findings tailored to your needs.