# RevOS Documentation & Support

> Learn how you can use various RevOS.ai features to enable data-driven decisions in sales, marketing and customer success

_This file helps AI assistants and crawlers discover the contents of this help center. Each article is also available as plain markdown by appending `.md` to its URL._

## Documentation

### [Getting Started](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa)

> Help you to get started, whether you are new to revenue operations or transitioning from a different platform, our step-by-step guide will ensure you have the tools and knowledge to start leveraging RevOS effectively.

- [HubSpot connection](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa/hubspot-connection/7hqvfCBadQcQikbPjcHGUT.md): How to connect RevOS to HubSpot
- [Creating first scoring table w. HubSpot](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa/creating-first-scoring-table-w-hubspot/tKo9nUDYfSEgL6yPMgZRDc.md): How to create your first scoring model with HubSpot
- [Semantic Model Setup](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa/semantic-model-setup/5dxz1223P8JbBGAB2BYVyh.md): Overview of the Semantic Model in RevOS — the Cubes tab, Graph tab, relation types, and links to CLI docs for authoring cubes.
- [How can we start?](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa/how-can-we-start/wxSVzysM7xfbSGEywBAQUa.md): We want to use our data for data-driven decisions but not sure where to start.
- [How long does it take to get started?](https://help.revos.ai/getting-started/vYxzd966jPtPTJwzpcuPCa/how-long-does-it-take-to-get-started/4nKDE3nqnSLJ8HXfXNArGd.md): We want to get started but haven’t had time to set up yet. How much effort is required to begin, and what’s the fastest way to get up and running?

### [Reference / User Guide](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP)

> Description of the basic concepts and various topics around the UI and functionality of the RevOS application

- [Segments Page Overview](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/segments-page-overview/7BiXWGNSyHVGVn7TCAsCvL.md): Learn how to create and manage Segments — dynamic or static groups of objects built from filters on your connected data sources.
- [Table Page Overview](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/table-page-overview/5sSALbS42W4K9KQX2gcKSc.md): What is happening on the main page of the model overview
- [Filters and Views](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/filters-and-views/dQa1F6EkRsfCB7kWeSRfs2.md): How to use filters and views to contorl data
- [Formula Columns](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/formula-columns/3yiBNhskgWWufr1RLoXyae.md): How you can create a new column that will be automatically calculated based on values from other columns
- [Duplicate Table](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/duplicate-table/4ih2niVBWbP46MT1BjMELU.md): How to duplicate an existing model within the same workspace.
- [Understanding Score Details: Insights & Trends](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/understanding-score-details-insights--trends/4jBURwEagtqch3SDceKKb6.md): Detailed breakdown of score structure, calculations, and trends.
- [Action Scheduling Setup Guide](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/action-scheduling-setup-guide/6dJGKwNszypY74goEbpeoj.md): How to make sure the action columns are automatically executed based on the time interval, for example every day or every few hours. This is useful if you want to keep the data consistent across multiple systems.
- [Enrichements](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/enrichements/2NfSEdUcKfjumbMrdcsWyM.md): How to use enrichments to connect new data
- [Bring Your Own Data Lake](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/bring-your-own-data-lake/5LLSFhC1NK3mzyP2owqhCs.md): How you can use your own BigQuery environment within RevOS workspace
- [Numeric Values Scoring](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/numeric-values-scoring/613UGYXK5KCFRfPHJ5WtK7.md): How scoring works for numeric values
- [Date Values Scoring](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/date-values-scoring/uNbRqwQS9X8po4XsCK5N6z.md): How to score date columns
- [Boolean / Checkboxes Scoring](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/boolean--checkboxes-scoring/qaexJYRQjpF5Yxf5PNFHBx.md): How to score boolean (true & false) or checkbox values
- [String Values Scoring](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/string-values-scoring/edewU6xLvHkUxE22m1DMqf.md): How can you score string values
- [Total Score](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/total-score/k5AhEME9vEYqCCo1SWArzE.md): How total score is calculated and how colours are assigned
- [Actions](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/actions/6NiTV28XUAaom6i5Co5s9p.md): Learn how Actions enable Data Activation by connecting RevOS to external systems - sync data, enrich records, and automate workflows
- [Error Sense AI](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/error-sense-ai/6NiTV28XUC875QAUD3x9Md.md): Learn how to customize AI-powered error explanations with domain-specific instructions at global, integration, and action levels
- [Integrations Page Overview](https://help.revos.ai/reference--user-guide/2sNdMXRC7u2GeN6s3ZyhbP/integrations-page-overview/7nT65vttezgYKGhxfjP7c8.md): Learn how to create, manage, and configure integrations in RevOS — including how to choose which data streams to sync.

### [Scoring Models](https://help.revos.ai/scoring-models/shb8Y8ZHe6GkQoHnXWc9KH)

> Various models and their properties that can be used for scoring

- [Customer Profile Fit](https://help.revos.ai/scoring-models/shb8Y8ZHe6GkQoHnXWc9KH/customer-profile-fit/3jEw8xn3LzAJQJBYb1qkkp.md): Measures team and contact interaction.
- [Engagement Score](https://help.revos.ai/scoring-models/shb8Y8ZHe6GkQoHnXWc9KH/engagement-score/fPyJxqDziDUmFS5aekfznJ.md): Assesses deal progress efficiency.
- [Timeline Score](https://help.revos.ai/scoring-models/shb8Y8ZHe6GkQoHnXWc9KH/timeline-score/8dtwvqutqDVF8bsm5i7sa7.md): Evaluates deal alignment with ideal customer profile.

### [Admin & Security Guide](https://help.revos.ai/admin--security-guide/ht1SmYaNPnUS5ZD843mBJn)

> Help users with tasks such as user management, account access, or updating profile settings

- [How do I change my profile settings?](https://help.revos.ai/admin--security-guide/ht1SmYaNPnUS5ZD843mBJn/how-do-i-change-my-profile-settings/a8S967428dsBqkiRi6Czq6.md): Learn how to change your profile settings
- [How trial works?](https://help.revos.ai/admin--security-guide/ht1SmYaNPnUS5ZD843mBJn/how-trial-works/9DFqi3eYZFioQ5DLz2S871.md): Learn how your you trial works
- [How to update billing information & see invoices](https://help.revos.ai/admin--security-guide/ht1SmYaNPnUS5ZD843mBJn/how-to-update-billing-information--see-invoices/duBrErn6wtsQm1qxHSnZjR.md): Learn how to update billing information like credit-card number, billing address and access your past invoices
- [Security and Networking](https://help.revos.ai/admin--security-guide/ht1SmYaNPnUS5ZD843mBJn/security-and-networking/cVNFJMY9J3q3w3sjnW23He.md): All questions and answers about the security and data protection in RevOS Platform

### [Integrations](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf)

> Connecting RevOS to various systems like HubSpot, Salesforce, NetSuite, Intercom and other systems

- [Action - Apollo Enrich Company Information](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---apollo-enrich-company-information/6coPgj4VfhqoTdLuQUNZKm.md): Reference manual for Apollo Enrich Company Information action
- [Set Up Your HubSpot Integration](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/set-up-your-hubspot-integration/kCDfBFARCE6W7eoWaEvMWQ.md): Follow this step-by-step guide to connect your HubSpot workspace using OAuth or Private App credentials. Includes configuration tips and optional features to tailor your integration.
- [CRM cards & custom events](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/crm-cards--custom-events/4wGUevg2gmYuH4GTwN3Ab1.md): How the RevOS HubSpot app surfaces customer health score changes via CRM cards, custom events, and custom fields on Companies, Contacts, and Deals.
- [HubSpot Semantic Model](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/hubspot-semantic-model/4wGUevg2gk1V67EqTkDyXH.md): Reference description of the standard semantic model that include out-of-the-box HubSpot object types
- [Webhooks](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/webhooks/6dJGKwNszBbWXxD6SLgQAj.md): RevOS automatically handles dynamic updates of your data by subscribing to the realtime notifications from HubSpot platform also known as Webhooks. Here is information on how these notifications are handled.
- [Action - Create or Update Object in HubSpot](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---create-or-update-object-in-hubspot/6RrCHwRe1YTHZf9FfuCEjy.md): Reference manual for Create or Update Object in HubSpot action - sync any CRM object type
- [Action - Create or Update a Product in HubSpot](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---create-or-update-a-product-in-hubspot/6MpYfSDB23Xf5sbirc5CHN.md): Reference manual for Create or Update a Product in HubSpot action
- [How to connect](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/how-to-connect/brcVbLhTMASqb5d1DbfLj4.md): How to connect Intercom data to RevOS platform
- [Working with Contacts](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/working-with-contacts/65FnQdpdzFXbRdnaLA4dVp.md): How to update intercom contact data, both standard and custom fields, e.g. for personalized outreach or campaigns in intercom
- [Action - Update Contact](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---update-contact/65FnQdpdzDNjYbyg3z1X9R.md): Reference manual for Intercom update action
- [Action - Tag a Contact in Intercom](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---tag-a-contact-in-intercom/6coPgj4VfgQnphxx3r7Yhu.md): Reference manual for Tag a Contact in Intercom action
- [How to connect Power BI](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/how-to-connect-power-bi/jGVm4iK3ZRR3sSUrG9ua2G.md): How to connect PowerBI / Microsoft Fabric and build a beautiful reports on data in your RevOS DWH
- [How to connect Microsoft Fabric](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/how-to-connect-microsoft-fabric/4YEJiKrt3acEFUEHR6DDHD.md): How to connect your RevOS DWH data (e.g. from HubSpot) to Microsoft Fabric
- [Power BI Template for HubSpot](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/power-bi-template-for-hubspot/42BkmKnjo8Q3JHT2E4iowS.md): How to use the RevOS Power BI Template designed for analyzing HubSpot data.
- [Tips & Tricks](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/tips--tricks/65FnQdpdzDTurw57GFqkmi.md): How to handle common issues and problems when working with the data in PowerBI/Fabric workspace
- [How to connect Oracle NetSuite](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/how-to-connect-oracle-netsuite/1JQdiSPbL4ssqmQgvwHbf1.md): How to connect Oracle NetSuite data to RevOS platform
- [Oracle NetSuite Default Semantic Model](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/oracle-netsuite-default-semantic-model/4BbwweGPH5VgdPgjAK6F5W.md): Default out-of-the-box semantical model for the standard NetSuite objects
- [Action - Create or Update a Contact in NetSuite](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---create-or-update-a-contact-in-netsuite/6bWRrePJNvkjjyCcoXV4AS.md): Reference manual for Create or Update a Contact in NetSuite action
- [Action - Create or Update a Customer in NetSuite](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---create-or-update-a-customer-in-netsuite/6bWRrePJNvoZxsJ8DEx81v.md): Reference manual for Create or Update a Customer in NetSuite action
- [Action - E-Mail Validator](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---e-mail-validator/37MKy7w4WZX6qZnaB82AaX.md): An action that will validate e-mail and run various tests like syntax, validity, domain/MX checks and check if e-mail address belongs to the fake / disposable domain
- [Action - First & Last Name Detection and Enrichment](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/action---first--last-name-detection-and-enrichment/37MKy7w4WZUd6wQVxM3614.md): This amazing AI model is trained to detect first an last name from the unstructured string and also do a best guess on the gender based on the typical first names
- [AlloyDB for PostgeSQL](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/alloydb-for-postgesql/4MtEzVjXVSqbqSSNdXSXCq.md): This guide walks you through every step of connecting an AlloyDB for PostgreSQL instance to Revos so that Change Data Capture (CDC) runs reliably from day one.
- [Amplitude](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/amplitude/vfjFpCWJK9CV86ygtsmZQe.md): How to connect Amplitude to use product analytics data
- [Freshdesk](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/freshdesk/3yX5r7vTiC6F3EiHbMd6QJ.md): How to set up Freshdesk integration.
- [Google Spreadsheets](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/google-spreadsheets/iYiHqBeeFfNWMKpmpmK1k1.md): Learn how to seamlessly integrate your Google Spreadsheet with our platform.
- [Jira](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/jira/eJKUUMLCBK4RdEfui4tmRG.md): How to set up Jira integration.
- [Mixpannel](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/mixpannel/4pZsNpAjAJwdRsfuYhRNTW.md): Configure Mixpanel integration in RevOS to extract event analytics and user behavior data using API-based authentication
- [MySQL](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/mysql/b3WgFULddyRMXtZo1uYx7N.md): How to set up MySQL integration.
- [Pendo](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/pendo/4pZsNpAjAKv2FXowXoHUbq.md): Extract and analyze user behavior insights from Pendo by integrating it with RevOS
- [Pipedrive](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/pipedrive/45K5ag5zuvmieVSVfZv8SD.md): How to connect your data using Pipedrive
- [Postgres](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/postgres/4pxuYkm99XoQ594g2fqvrx.md): Set up PostgreSQL as a data source in RevOS and configure replication methods, including CDC
- [PostHog](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/posthog/315j81RnhiQUAc4k6k2Mrq.md): How to integrate data from PostHog usage analytics
- [Redshift](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/redshift/4pZsNpAjAM5sN8QhK1tsYT.md): Connect Amazon Redshift to RevOS to enable seamless data warehousing and analytics
- [Salesforce](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/salesforce/4pxuYkm99ZyfhhrATmedwY.md): Configure Salesforce integration in RevOS to sync CRM data and manage objects efficiently
- [Shopify](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/shopify/37MKy7w4WUEMtT8PoDfNWL.md): How to connect data from your Shopify App to RevOS
- [Zendesk Support](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/zendesk-support/4pxuYkm99ZwMZ13yWi9o6J.md): Learn how to connect and sync customer support data from Zendesk Support with RevOS
- [Connect Claude & Cowork (MCP)](https://help.revos.ai/integrations/hHrHN7xqBo2gahRKcwcxPf/connect-claude--cowork-mcp/86vBajddypCB1FHxGKTJ5d.md): Install the RevOS Platform plugin in Claude chat or Cowork and query your live semantic model in plain English — no CLI required.