Realm’s RFP AI helps your team respond to requests and questionnaires ranging from RFPs to RFIs and security questionnaires more efficiently. Built from the ground up with AI at its core, it connects to your company's existing knowledge sources and drafts accurate, up-to-date answers, enabling teams complete proposals faster and with greater consistency.

Realm can respond to a wide variety of RFXs and questionnaires, including RFPs, RFIs, RFQs, VSQs, CAIQs, SIGs, and DDQs. The platform supports a wide range of file formats, including Excel, PDF, and Word.

Realm can automate more than 80 percent of your RFP and questionnaire responses. It drafts accurate first versions in minutes, allowing your team to focus on review and final edits instead of manual writing. This saves hours of repetitive work and lets your experts spend more time on final edits and high-value tasks.

Realm delivers highly accurate and up-to-date RFP responses by grounding every answer in your company’s verified knowledge base, including past responses. Its proprietary search and AI technology combine information from multiple trusted sources to generate correct and well-written answers. Each response includes cited references, ensuring full transparency and easy verification.

Realm's AI models are grounded in your company's specific knowledge base. The search engine ranks content by trust and recency through metadata weighting and selects only relevant, approved materials. Users can curate the exact sources available to each agent, ensuring responses are grounded in factual, up-to-date information with no fabricated content. Every answer includes cited sources for full transparency and easy validation.

Yes. Realm allows you to set up and curate specialized AI Agents for different question types, product verticals, or customer segments. Each Agent can be grounded in a specific subset of your knowledge base, ensuring the most relevant information is used for each response.

Realm integrates with over 20 different knowledge sources your team already uses. This enables the platform to automatically access trusted content and past winning proposals for future responses. This eliminates the need for manual data entry and ensures consistency. You can find more information about our connectors here. You can also always upload knowledge to Realm.

No, Realm is designed to connect directly with your existing knowledge sources, so you don't have to maintain a separate library of questions and answer pairs. Furthermore, after you complete an RFP, the finalized responses are automatically added back into your knowledge base to inform and improve future answers.

Yes, you can easily import your existing Q&A libraries and past RFPs. Realm's system will process this information, making it a part of your centralized knowledge base that the AI can use to generate future responses.

Realm provides a centralized platform for your entire bidding process. You can seamlessly review and edit AI-powered drafts, assign specific questions to subject-matter experts for finalization, and track the status of all answers. This eliminates the need to hunt for answers and follow up on the progress.

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. All data is encrypted in transit and at rest to ensure complete protection. You can find more information about our security here.

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Realm is designed for seamless implementation, allowing us to get you up and running in under 24 hours. Get in touch with us to get started today.

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Realm offers four distinct pricing tiers designed to accommodate different team sizes and RFP volumes, with a pricing structure that ensures predictable costs as your RFP volume scales. You can find more information about our pricing plans here.

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The ROI from using Realm stems from several key benefits. By automating up to 80% of responses, your team can significantly reduce the hours spent on each RFP, allowing you to respond to more RFPs and increase sales opportunities. As one of our customers noted, "AI takes the time to write detailed answers where humans would cut corners," which can improve bid quality and win rates. Additionally, using a centralized, always-up-to-date knowledge base ensures that all responses are accurate and consistent.

Realm Agents are advanced AI tools designed to help revenue teams automate their workflows. You can choose from a library of pre-built agent templates for common use cases in presales, sales, customer success, and support, or create your own custom agents without writing any code. Agents are powered by your company’s knowledge, connected tools, and configurable triggers and actions, enabling automation that is accurate, secure, and tailored to your business.

Realm Agents are built by defining their capabilities, writing clear step-by-step instructions, and connecting them to your company’s knowledge sources such as documents, folders, and applications. You can choose the most suitable Large Language Model from providers like OpenAI, Anthropic, or Google for each task. Agents can also run automatically through triggers and define where outputs are sent. You can get started instantly with pre-built agents for common use cases across sales, solutions, customer success, and support.

While traditional automation follows rigid, pre-set rules, AI agents are more dynamic. They can be trained on your specific business context, execute complex multi-step workflows, make decisions, and take actions across the apps your team already uses. They function more like a team member than a simple tool, capable of handling tasks autonomously from start to finish.

No. AI agents are designed to augment your team, not replace them. By automating repetitive and time-consuming tasks, agents free up your team members to focus on high-value work that requires a human touch, such as building customer relationships, strategic thinking, and winning deals.

Realm offers pre-built AI agents for high-impact workflows across sales, presales, customer success, and support. Common use cases include preparing for QBRs, completing MEDDPICC analysis, creating customer POV documents, reviewing deals, calculating customer health scores, and resolving support tickets. You can also build custom agents for tasks such as automating responses to security questionnaires, preparing customer meeting summaries, or gathering competitive intelligence.

Yes. Realm allows you to build tailored AI agents without writing a single line of code. You can define each agent’s purpose, write its instructions, specify the knowledge it can access, and connect it to your existing systems. Agents can also use tools, triggers, and actions to automate workflows end to end, making them powerful extensions of your team.

You can train your agents by selecting the specific applications, folders, and documents they can access. This ensures each agent operates within your company’s business context and delivers accurate, relevant responses. Realm supports more than 25 native connectors to popular business tools, making it easy to bring all your knowledge together.

Yes. You can automate your AI workforce by setting up triggers that assign work to agents automatically. The platform enables you to manage these triggers, allocate tasks to different agents, and take action across external systems.

Realm gives you the flexibility to choose from the latest and most capable LLMs for your agents, including models from OpenAI, Anthropic, and Google. This enables you to select the most suitable model for each specific task.

Realm has been built with security and privacy in mind since day one. AI agents are trained only on the specific knowledge sources you provide, ensuring they operate within a controlled environment. Integrating with your existing systems is done securely, mirroring existing user permissions. You can find more information about our approach to security and privacy here.

Realm integrates directly with your existing applications through native connectors and secure APIs. This allows agents to access information, update records, and take action within tools like your CRM, help desk, or documentation platforms. You can define workflows and triggers that let agents work seamlessly across your tech stack as part of a unified AI workforce.

AI agents let your teams focus on what matters most: your customers. They take care of routine, repetitive work like RFPs and internal questions, so your team can spend more time on strategic deals, customer conversations, and creative problem-solving. With agents handling the busywork, your organization can accomplish more with fewer resources.

Getting started with AI agents is simple. You can choose from Realm’s library of pre-built agents designed for common revenue team workflows to see an immediate impact. From there, identify high-effort or repetitive processes in your organization and build custom agents to automate them. Schedule a demo, and we’ll show you exactly how Realm can work for your use cases.

Realm is designed for seamless implementation, allowing us to get you up and running in under 24 hours. Get in touch with us to get started today.

All Realm plans come with unlimited use of AI agents, including both pre-built agent templates and custom agents you can build with our intuitive AI agent without writing any code. You can find more information about our pricing plans here.

ROI of AI agents can be measured through several key metrics, including:

- Time saved: Reduction in hours spent on manual tasks like searching for information or filling out questionnaires.
- Increased efficiency: Faster response times to customer inquiries and accelerated sales cycles.
- Improved accuracy: Reduction in errors from manual data entry or inconsistent information.
- Team productivity: Enabling team members to handle a higher volume of high-value work with the same headcount.

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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](https://www.withrealm.com/connectors).

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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.

Realm Enterprise Search is a powerful AI-powered search engine that instantly finds information across all your company's knowledge sources, including CRMs, support tickets, internal documents, and wikis.

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Realm integrates with your workplace applications through secure connectors. Once connected, the AI automatically indexes your content, allowing you to search across all integrated sources using natural language. You can find more information about our connectors here.

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Yes, Realm respects your existing permissions across all systems, ensuring that users only see results to which they are authorized. The platform is governed by ISO 27001 certification, utilizes enterprise-grade private endpoints for LLMs, and encrypts data both at rest and in transit.

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The search uses Realm’s proprietary search algorithm. It combines methods from traditional keyword search with semantic search. Realm understands the meaning and intent behind your queries. This allows it to find relevant documents even if they don't contain the exact keywords you used.

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Unlimited searches are included in all of our plans. You can find more information about our pricing here.

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Realm Documents is a tool that enables you to create trustworthy, AI-generated content, such as reports, articles, and sales collateral, based on your company's internal knowledge base.

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You can ask Realm to write any type of content. The feature utilizes your company's connected knowledge, combined with AI models, to draft a formatted document. You can then edit the Document yourself or ask the AI to make changes for you before downloading it.

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Documents can be used for a wide range of content needs, including internal reports, help center articles, and sales collateral.

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Yes, all content created with Documents is grounded in your company's most current and accurate information from your connected knowledge base, ensuring trustworthiness.

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Documents can utilize the latest and most advanced AI models from OpenAI, Google, and Anthropic, such as GPT-5, Gemini 2.5 Flash, and Claude 4.0 Sonnet. You can find more information about LMMs available in Realm here.

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You can download the final Document as a PDF, Word, or Markdown file with the formatting intact.

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The ability to create unlimited Documents is included in all Realm plans. All plans also include unlimited use of LLMs for content creation. You can find more information about our pricing here.

Realm Research is a tool that turns complex questions into comprehensive insights by utilizing agentic, multi-step analysis across your company's knowledge and the web.

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When you ask a complex question, the main Agent breaks it down into smaller tasks, creating a research plan to address the question. Specialized sub-agents then perform these tasks, like searching, reading documents, and analyzing data. The main Agent adapts the plan based on new findings and compiles everything into a single, actionable report.

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You can utilize it for a wide range of analytical challenges, including analyzing CRM data, conducting competitor research, and pulling insights across customer feedback.

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It saves hours of manual work by automating multi-step analysis, breaking down complex queries to pinpoint what you need, and delivering comprehensive reports and documents that would typically take hours to create manually.

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Using LLMs through Realm is secure and private. Realm calls on LLMs via secure, enterprise-grade endpoints, and your prompts and data are never used to train models.

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The Research feature is included in all our pricing plans. Each plan includes 10 weekly queries per user. You can find more information about our pricing here.

The Data Analysis tool in Realm is an AI analyst designed to turn spreadsheets into insights, charts, and reports. It is a specialized mode for working with data, allowing the AI to execute code to perform calculations, aggregate data, and generate charts, which is different from standard chat that provides text-based answers from document content.

The Data Analysis tool activates when you upload or call files like .xlsx, .xls, or csv. It executes code based on your query and outputs analysis, graphs, and other insights. For example, you can ask Data Analysis to generate analysis summary and graph from your user activity data in certain time period.

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Yes, the tool and with other Realm features is designed with enterprise-grade security in mind. Your data is kept private and is not used to train AI models.

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Unlimited data analysis usage is included in all our plans. You can find more information about our pricing here.

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Realm Web Search is a tool that allows Realm Assistant and users to search the public internet for real-time, up-to-date information. It is designed to combine external, live data with your company's internal knowledge to power workflows and provide comprehensive answers.

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Use Web Search when your question requires current, external information, such as the latest news about a competitor, market trends, or general knowledge you need to combine with your company's data. Use the standard Realm's Enterprise Search when you are looking for files and documents within your company's connected applications.

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Answers powered by Web Search are synthesized by large language models (LLMs) and are presented with clear citations that link directly to the original web pages. This allows you to validate the information and sources for full transparency.

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Yes. You can create custom AI Agents that leverage Web Search as a tool to find up-to-date information. Many of the ready-to-use AI Agents in Realm's Agent Library also use Web Search for the tasks they perform.

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The Web Search feature is included in all of Realm's pricing plans. You can find more information about our pricing here.

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Realm Documents is a tool that enables you to create trustworthy, AI-generated content, such as reports, articles, and sales collateral, based on your company's internal knowledge base.

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You can ask Realm to write any type of content. The feature utilizes your company's connected knowledge, combined with AI models, to draft a formatted document. You can then edit the Document yourself or ask the AI to make changes for you before downloading it.

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Documents can be used for a wide range of content needs, including internal reports, help center articles, and sales collateral.

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Yes, all content created with Documents is grounded in your company's most current and accurate information from your connected knowledge base, ensuring trustworthiness.

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Documents can utilize the latest and most advanced AI models from OpenAI, Google, and Anthropic, such as GPT-5, Gemini 2.5 Flash, and Claude 4.0 Sonnet. You can find more information about LMMs available in Realm here.

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You can download the final Document as a PDF, Word, or Markdown file with the formatting intact.

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The ability to create unlimited Documents is included in all Realm plans. All plans also include unlimited use of LLMs for content creation. You can find more information about our pricing here.

Deep Filters offer tool-specific search precision, enabling you to apply complex, attribute-based filters across over 20 applications, including Salesforce and Zendesk.

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You can describe what you are looking for in natural language, and Realm interprets your intent to automatically apply the correct filters to find exactly what you need. You can also go beyond keywords by manually filtering with custom and tool-specific properties for deals, projects, and other items in your connected apps.

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Deep Filters help you instantly surface critical information, such as stalled deals or overdue tasks. For revenue-driving teams, this allows you to analyze pipeline data, track deal progress with ease, and transform scattered data into clear, actionable insights.

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The Deep Filters feature is included in all of Realm's pricing plans. You can find more information about our pricing here.

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Realm Enterprise Search is a powerful AI-powered search engine that instantly finds information across all your company's knowledge sources, including CRMs, support tickets, internal documents, and wikis.

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Realm integrates with your workplace applications through secure connectors. Once connected, the AI automatically indexes your content, allowing you to search across all integrated sources using natural language. You can find more information about our connectors here.

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Yes, Realm respects your existing permissions across all systems, ensuring that users only see results to which they are authorized. The platform is governed by ISO 27001 certification, utilizes enterprise-grade private endpoints for LLMs, and encrypts data both at rest and in transit.

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The search uses Realm’s proprietary search algorithm. It combines methods from traditional keyword search with semantic search. Realm understands the meaning and intent behind your queries. This allows it to find relevant documents even if they don't contain the exact keywords you used.

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Unlimited searches are included in all of our plans. You can find more information about our pricing here.

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Rich Previews provide instant context from files by allowing you to preview them directly from Realm and see relevant information highlighted.

After searching your knowledge base, you can click the preview button on any search result to open a document preview window without leaving Realm. The AI then automatically highlights the most relevant passages based on your search query.

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Rich Previews allow you to get instant insights from documents without opening multiple tabs or applications. This helps you stay in your workflow without context switching and quickly identify if a document contains the information you need.

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The Rich Previews feature is included in all of Realm's pricing plans. You can find more information about our pricing here.

Realm is end-to-end optimized for queries and content in other languages than English – as well as for bilingual or trilingual workspaces.

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Realm is multilingual because it uses cross-lingual information retrieval and AI-powered synthesis to provide instant, accurate answers from your company's knowledge base in over 30 languages, regardless of the language of the query or the source documents.

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Yes, you can ask questions in a language different from that of your source materials. Realm performs cross-lingual information retrieval to find answers across your entire knowledge base, regardless of the language of the source documents.

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The Basic, Business, and Scale plans are optimized for English. The Enterprise plan includes dedicated tuning for the specific languages your company uses. You can find more information about our pricing here.

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The Realm Slack App brings Realm’s capabilities and your company knowledge directly into your team's Slack conversations, providing instant answers and workflows without leaving Slack.

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You can questions on directly from Realm in direct message or on channels by mentioning @Realm. Admins can also make the Realm Slack app available in the Slack assistants sidebar enabling you to open Realm Slackbot from top-right.

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Yes, you can deploy specialized AI agents into specific Slack channels to provide instant, contextual help. These agents are always on call and can support your team 24/7 across different time zones.

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Yes, Realm Agents can send automated Slack messages and notifications to keep critical tasks moving and ensure you never miss an important action.

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The Realm Slack App is included in all of Realm's pricing plans. You can find more information about our pricing here.

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The Realm Chrome Extension enables you to access Realm instantly from any webpage without disrupting your workflow or switching contexts.

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You can install it from the Chrome Web Store with a single click. Once installed, you can use keyboard shortcuts like Ctrl+Shift+K, type 'r' in your browser's address bar, or right-click any text on a webpage to search and chat with Realm.

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The Realm Chrome Extension is included in all of Realm's pricing plans. You can find more information about our pricing plans here.

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No. Your data is never used to develop, improve, or train generalized AI and/or ML models. Realm uses private, enterprise-grade AI endpoints with secure, zero-retention policies when using language models.

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Realm is hosted on Google Cloud Platform (GCP). By default, all customer data is stored and processed on servers located within European Union (EU).

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If you delete data from your source system (e.g., a document in Google Drive), that deletion is reflected in Realm, typically is less than hour. Realm retains data for the duration of the Customer Relationship. If the relationship ends, data is will be erased and deleted.

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Yes. Realm is built around the principle of least privilege and strictly mirrors your organization's existing permission model. Users can only access data and view search results that they already have permission to see in the source application, such as Slack, Confluence, and Google Drive.

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We support Single Sign-On (SSO) and SAML 2.0.

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All communication between users and the Realm application, as well as data exchanged between backend systems and databases, is encrypted using TLS 1.2 or higher. All databases, data stores, and file systems are encrypted at rest with AES-256 encryption.

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Realm is ISO 27001 certified, which means our security practices meet internationally recognized standards. We follow strict controls for data protection, risk management, and ongoing compliance to keep your information secure.

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Realm offers four pricing plans:

1. Starter: For teams with less than 30 users.
2. RFP Starter: For teams that fill fewer than 50 RFPs per year.
3. Scale: Custom pricing for fast-growing teams.
4. Enterprise: Custom pricing for enterprise teams.

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For pricing of Scale and Enterprise plans, please get in touch with us, and we'll be happy to discuss your specific needs to provide a customized quote.

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Yes, the following limits apply to the usage of our RFP automation feature:

• Starter: RFPs are not included.
• RFP Starter: Includes 50 RFPs per year.
• Scale: Includes 100 RFPs per year.
• Enterprise: Includes 100+ RFPs per year.

It’s good note that it’s possible buy more capacity despite your plan.

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All plans include unlimited usage (our fair usage policy applies) of the following AI features: Assistant, Search, Agents, and LLMs. Research is limited up to 10 weekly queries per user.

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All plans include 10 weekly queries per user for the Research feature.

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Customers on Starter and RFP Starter plans can connect up to 5 apps to Realm using our extensive range of more than 20 native Connectors, which support the most common business apps. Customers on Scale and Enterprise plans can connect an unlimited number of apps to Realm with Standard Connectors and have access to our Salesforce connector.

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Realm API is available to customers on Scale and Enterprise plans.

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Our team delivers customized onboarding for customers on Scale and Enterprise plans. For customers on Starter and RFP Starter plans, we do our best get you up to speed.

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We love to work closely with our customers. We support customers on Starter and RFP Starter plans via email, customers on Scale and Enterprise plan on a dedicated Slack or Microsoft Teams channel.

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Realm is designed for seamless implementation, allowing us to get you up and running in under 24 hours. Get in touch with us to get started today.

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