Answering project questions from the files

New agent, new spread, and a binder full of project rules.

Revelry Ai answers from your project files, with the source attached.

The question that interrupts the PM

Every project has its own rules. Agents learn them by calling the office.

The answer is in the project manual, and the fastest way to find it is still calling the PM.

Each project ships with its own compensation schedule, authority limits, approved talking points, form agreements, and the client's do-not-say list. A new agent joins the spread on Monday and has questions by Tuesday.

  • What's the approved rate for merchantable timber on this spread?
  • Can I offer a second access road without client approval?
  • What did the landowner on tract 114 ask for on the last call?
  • Which version of the easement form is current?

Each one is a call to a PM who is also building the status report.

Answers come from your files.

  • Agents and PMs ask in plain language.
  • Answers come from the project manual, the forms, the tract files, and the contact logs, with the page or entry cited.
  • Access follows the project. An agent sees the projects they work.

Questions the files can answer stop reaching the PM.

Questions with an answer in the files get answered from the files. The ones that need judgment still go to the PM, with the relevant pages already pulled.

What we will not claim

We will not tell you it replaces training. Agents still need to know the work. It puts the project's own rules one question away, cited, so the answer an agent acts on is the current one.

The Bigger Picture

Project answers run on the same files as the status report.

The tract files and logs that build the weekly report also answer the questions your agents ask between reports.

See acquisition reporting

Bring your project manual.

Load one project's manual and forms. Ask it what your agents ask you.