DOCS
RepCue documentation
Everything an admin, a rep, or a security reviewer needs, from the first install to the public API.
START HERE
PRODUCT
Knowledge base & connectors
What to upload, how it's chunked, how to keep it fresh.
Playbooks & battlecards
Authoring the words reps say, with constraints that keep them glanceable.
Integrations
CRM, calendar, mailbox, Slack, meeting bots and knowledge connectors, all OAuth-based.
Roleplay mode
Practise against an AI customer that argues from your own documents.
Keyboard shortcuts
Drive the HUD without touching the mouse.
MANAGING THE TEAM
Goals & targets
Set a number, and let RepCue judge it against the calendar rather than the raw total.
Coaching & scorecards
The AI scorecard, custom rubrics per team, and manager review that never overwrites the original.
Deal risk & forecast
A risk score you can argue with. Every point is traceable to a signal, and missing evidence is never counted as good news.
Notifications & digests
In-app, email and Slack. Four categories, per-person preferences, and no empty daily email.
Saved views & scheduled reports
Freeze a filter you keep re-typing, and let it email itself on a cadence.
TRUST
ADMINISTRATION
Roles & permissions
Four roles, what each one can see, and why a rep gets a 404 rather than a 403.
Teams & org chart
Model who reports to whom; it's what manager scoping, goals and digests key off.
Per-team policies
One team records, another runs assist-only, and a team can only ever tighten what the org set.
Custom vocabulary
The cheapest fix for "it keeps mis-transcribing our product name".
Plans & billing
What each plan costs, how live hours and overage work, and how the Solo spend cap behaves.
DEVELOPERS