Draft pages with AI
Let AI write a customer's network, Microsoft 365 and device documentation and runbooks from what Revo already knows, then review, edit and approve each page.
Updated
Revo already knows a lot about each customer: the firewall's configuration, the Microsoft 365 tenant, every device and its software and patching. Draft with AI turns that into documentation. AI writes a draft, a person reviews it, and only an approved draft becomes a page.
Draft a page
- Open a customer's Documentation and choose Draft with AI.
- Pick what to draft:
- Network and firewall: sites, internet connections, addressing, firewall rules, port forwards, VPNs, network equipment and certificates.
- Microsoft 365: domains, users, licences, admin roles, sign-in security and sharing.
- Devices and standards: servers, the standard workstation, common software, patching and warranties.
- Runbook: new starters and leavers and Runbook: internet or network outage: numbered steps written for this customer.
- Choose Draft it. Writing takes under a minute. The draft waits under AI drafts at the top of the customer's pages.
Each draft uses one AI message from your plan. You need the AI analyst in your role and permission to write documentation. Team members limited to some customers can't draft pages.
Review and approve
Open the draft. Preview shows it as a page; Edit changes the text. Written from lists the records the AI read, each linked to its page in Revo, so you can check names, addresses and numbers against them.
Where the records don't hold something the page needs (the internet provider's support number, who may request a new starter), the draft says To fill in. Fill those lines in or remove them before you approve.
Approve and create page saves it as a normal page you can edit, version and link like any other. Discard throws the draft away. A draft never appears in the customer portal; an approved page appears there only when you choose ⋯ → Show in the customer portal.
Keep pages up to date
A page that started as an AI draft shows an AI draft panel: who approved it, and which of Revo's records have changed since, for example a firewall rule added or a new Conditional Access policy. Draft a new version writes a fresh draft of the same page. Its review screen has a Current page tab to compare against, and approving it saves the page's next version.
What AI sees
The AI reads configuration only: no passwords, keys or other secrets, and nothing from Credentials. It reads only what the person who asked for the draft could open in Revo, and only from modules that are on for the customer. The draft goes to the AI provider set up under Settings → AI.