AI-powered answers and content you can trust

Realm Assistant is an AI assistant built for revenue-focused teams in B2B organizations. It uses your company’s internal knowledge to deliver instant and accurate answers to both customers and colleagues. Teams can quickly create tailored content such as reports, playbooks, and case studies without spending time searching or writing from scratch. Realm helps revenue teams sell and support more effectively.

Realm is designed for sales, solutions, support, and customer success teams. Sales teams use it to accelerate deal cycles by answering prospect questions faster. Customer success and support teams use it to deliver consistent, high-quality service and resolve issues quickly. Operations and enablement teams automate key processes and keep the whole organization aligned.

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Realm Assistant can securely connect to and index a wide variety of your company's internal knowledge sources. This includes product documentation, sales collateral, marketing materials, CRM data, past RFP responses, and information from platforms like Confluence, Google Drive, and Slack. You can find more information about our connectors here.

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Accuracy is central to Realm. Our proprietary search algorithm uses hybrid search technology to power Retrieval-Augmented Generation (RAG). Realm first identifies the most relevant and up-to-date information from your company’s verified knowledge base, then uses it to generate an answer. Every response is grounded in your data, ensuring precision and consistency across teams. If Realm is uncertain, it does not guess. Instead, it highlights when information may be incomplete or conflicting, keeping every answer transparent and trustworthy.

Yes. Beyond the core chat-based interaction, Realm allows organizations to build a library of customized AI agents tailored to specific workflows or business needs. For example, you can create a specialized assistant for handling security questionnaires or another for onboarding new sales reps by providing them with curated information. You can find more information about our AI agents here.

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Realm Assistant helps teams work faster and smarter. It brings all company knowledge together so anyone can instantly find answers, create materials, and respond to clients with confidence. It automates repetitive tasks, reduces time spent searching, and helps new team members ramp up quickly. The result is faster, higher quality customer responses and more time for meaningful work.

Realm is designed for seamless implementation, enabling your team to get up and running in less than 24 hours. Contact us to get started today.

Security and privacy have been core to Realm since day one. The platform is ISO-27001 certified and compliant with GDPR and HIPAA standards. Your data is never used to train language models, and all interactions run through secure, zero-retention endpoints. Every response in Realm is permission-aware, meaning users and AI agents only see information they are authorized to access based on your existing controls. All data is encrypted in transit and at rest to ensure complete protection.

No. Your company’s data is yours alone. It is securely stored and used only to power your organization’s AI agents within Realm. Your data is never used to train external AI models or shared with any other Realm customer.

All Realm plans come with unlimited use of the Assistant. You can find more information about our pricing plans here.

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Realm includes built-in analytics that help you measure the usage of the Assistant. You can track key metrics such as query volume and usage trends across teams. Common ROI indicators include less time spent searching for information, faster customer responses, reduced internal questions, quicker ramp-up for new team members, faster RFP completion, and improved productivity. Most customers see measurable impact within the first 30 days through faster resolution times, lower operational costs and accelerated deal cycles.