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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

97Chapters
15Product areas

EVE on every page

EVE isn't parked on one screen. There's a slider you can open from anywhere in the dashboard, and it changes with you — showing what needs you on the page you're actually looking at.

Two modes: your day, and this page

The slider runs in two modes, and it picks the right one automatically:

  • The Daily Briefing — when you first log in, the slider opens on your day: what needs review, who's waiting, what you promised, and so on. See The Daily Briefing.
  • Page intel — as you navigate, the slider switches to "what needs you here." On your Pipeline, it's the Realms that need attention; in Forms, it's what's outstanding; on a contact, it's who that person is and what to do next. Same slider, focused on the surface in front of you.

You don't toggle between them — EVE reads the page you're on and shows the most useful thing.

Always something real

The guarantee is simple: the slider never opens to a dead, generic panel. Every page either has its own purpose-built intel, contributes a slice of your briefing, or falls back to the full Daily Briefing — which is always substantive. So wherever you are, opening EVE gives you something worth reading.

Ask from anywhere

The slider is also where you ask EVE questions. Each page suggests prompts in its own language — the questions worth asking here — so you can go from "what's this page telling me" to "EVE, handle this" without switching context. For the full picture of asking EVE things, see Working with EVE.

When something can't load

If EVE can't reach part of what a page needs, the slider still renders what it can and tells you plainly what's missing. You won't get a blank panel, a spinner that never resolves, or a raw error.

Where to go next