RevOps Assistant

Your conversational AI assistant for automation setup, configuration guidance, and HubSpot management.

Overview

The RevOps Assistant is a conversational AI (currently in Beta) that helps you understand pipelines, configure automations, and manage your Sellestial and HubSpot setup without needing to navigate complex UIs.

Key Features:

• 💬 Natural language interaction
• 🔍 Search and explain marketplace templates
• ⚙️ Configure pipelines conversationally
• 🔄 Safe editing with diff preview
• 📊 HubSpot analysis and configuration

Accessing the Assistant

Click the floating icon in the bottom-right corner of any page to open the assistant panel.

Interface:

• Floating icon — Always visible, platform-wide
• Right drawer — Slides in from right side with full conversation interface
• Previous chats — Access conversation history with + button to start new chat
• Beta badge — Feature currently in beta testing

What You Can Do

Three Main Capabilities

1. Automation Help

Setup and optimize your sales automations

• ”Which sequences do I have configured?"
• "Help me create new enrichment agent"
• "How does this pipeline work?“

2. Configuration Guidance

Manage Sellestial settings and configurations

• ”Configure deduplication rules"
• "Change enrichment settings"
• "Update field mappings”

3. HubSpot Analysis & Configuration

Analyze and change HubSpot data

• ”Which custom fields are defined on contact in my HubSpot?"
• "Create new field for contacts"
• "Which emails are sent out using workflows in my HubSpot?”

Core Capabilities

Marketplace Integration

The assistant can search and explain marketplace templates:

Search templates:

MarketplaceSearchTemplates(query="contact cleaning")

Get details:

MarketplaceGetTemplateDetails(template_id="contact-cleaner")

Explains:

• Converts technical specs into user-friendly language
• Provides detailed workflow breakdowns
• Recommends templates for your use case

Configuration Management

Read and edit pipeline configurations:

Read source:

ReadSource(name="My Pipeline", resource_type="AGENT")

Edit source:

EditSource(
  name="My Pipeline",
  old_string="<current config>",
  new_string="<updated config>"
)

Features:

• Validates changes before applying
• Provides undo capability
• Shows exact changes in diff format

Safe Editing with Diff Preview

Before applying any changes, the assistant shows an Edit Source Preview modal:

Preview Features:

Split/Unified View Toggle

• Choose your preferred diff format
• Split view shows side-by-side comparison
• Unified view shows inline changes

Current vs Proposed

• Left column: Current configuration
• Right column: Proposed changes
• Clear visual distinction

Syntax Highlighting

• Green highlights for additions
• Red highlights for removals
• Context lines in normal color

Line Numbers

• Full source context
• Easy navigation
• Expandable sections

Review Controls

• Reject button — Discard changes
• Accept Changes button — Apply changes
• All edits are reversible

Example Workflow

Here’s how the assistant helps you enhance a pipeline:

1. You Ask

   “Tell me how this pipeline works”

2. Assistant Searches

   Uses MarketplaceSearchTemplates or reads existing pipeline

3. Fetches Details

   Retrieves technical specifications using MarketplaceGetTemplateDetails

4. Explains in Plain Language

   Provides human-readable breakdown:

   • Core Purpose (bullet points)
   • Processing Workflow (numbered steps)
   • Logic and decision framework

5. Suggests Improvements

   “I notice your pipeline could benefit from additional validation. Would you like me to add that?”

6. Shows Diff Preview

   Displays exact changes in split-view interface:

   • Current configuration (left)
   • Proposed changes (right)
   • Highlighted additions/removals

7. You Approve

   “Ok let’s do it”

8. Changes Applied

   Assistant applies changes with full audit trail

Safety & Trust Features

Human-in-the-Loop

All changes require your explicit approval:

• ✅ No changes applied without your consent
• ✅ Preview shown before any modification
• ✅ Clear explanation of what’s being changed
• ✅ Easy to reject unwanted changes

Audit Trail

All tool calls and their status are visible in the conversation:

Tool Call Display:

✅ MarketplaceSearchTemplates
   Query: "data validation"
   Status: Success
   [Show full call] toggle for details

Status Indicators:

• 🟢 Green dot — Successful execution
• 🔴 Red dot — Failed execution
• 🟡 Yellow dot — In progress

Preview First

No changes are applied without showing you a diff:

1. Assistant proposes change
2. Diff preview modal opens
3. You review changes
4. You approve or reject
5. Only then are changes applied

Clear Provenance

The assistant explains:

• What’s being modified
• Why it’s being modified
• What the impact will be
• How to revert if needed

Rollback Capability

Changes can be reversed if needed:

• Previous configurations saved
• Version history maintained
• Easy rollback through UI or assistant

Conversation Features

Multi-line Input

Keyboard shortcuts:

• Shift+Enter — New line
• Enter — Send message

Tool Transparency

Function calls shown with execution status:

🔍 Searching marketplace...
✅ MarketplaceSearchTemplates
   Found 3 templates

📖 Getting template details...
✅ MarketplaceGetTemplateDetails
   Loaded: Template details

Expandable Details:

• Click “Show full call” to see complete request/response
• Useful for understanding what data assistant accessed
• Helps with troubleshooting

Context Retention

The assistant remembers conversation context:

• Recalls previous questions and answers
• Maintains state across multiple turns
• Can execute complex multi-step workflows
• References earlier parts of conversation

Example:

You: "Show me my sequences"
Assistant: [Lists sequences]

You: "Tell me more about the first one"
Assistant: [Explains the first sequence from previous list]

Natural Language

Human-readable explanations:

• No technical jargon unless helpful
• Step-by-step breakdowns
• Examples and use cases
• Conversational tone

Starter Prompts

The onboarding experience includes example prompts to get you started:

Automation Discovery:

• “Which sequences do I have configured?”
• “Help me create new enrichment agent”

HubSpot Analysis:

• “Which custom fields are defined on contact in my HubSpot?”
• “Which emails are sent out using workflows in my HubSpot?”

Configuration:

• “Create new field for contacts”

Click any starter prompt to begin that conversation.

Use Cases

Pipeline Explanation

Understand how existing automations work without reading technical documentation.

Configuration Optimization

Improve pipeline performance and accuracy with AI suggestions.

New Automation Setup

Get guided creation of sequences, agents, and classifiers.

HubSpot Management

Create fields, analyze data, modify workflows directly from chat.

Troubleshooting

Debug issues with existing configurations and get resolution guidance.

Best Practices

Get recommendations for RevOps optimization tailored to your setup.

Integration Points

The assistant integrates with:

• Marketplace — Direct access to template catalog
• Pipeline management — Read and modify all pipeline kinds
• HubSpot — Field and configuration management
• Settings — Access to platform configuration

Next Steps

• Template Marketplace — Browse automation templates
• Settings — Configure platform
• HubSpot Integration — Connect your CRM