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Overview

RevyOps has two related libraries of Markdown documents:
  • AI Documents, at Settings > AI Documents, which holds Agent Prompts, RevyOps Guides and Shared Documents
  • Ideal Customer Profiles, at Settings > Ideal Customer Profiles, which holds ICPs your AI agents score and qualify records against
Both pages share the same folder, search and assignment behavior.

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Ideal Customer Profiles

The Ideal Customer Profiles page subtitle reads “Reusable Markdown profiles your AI agents can score and qualify records against.” The page shows:
  • A New folder button and a New profile button
  • A search box (“Search profiles and folders”)
  • A “Type” filter and a client filter (“Any client”)
  • A table with columns Profile, Type, Assigned to, and Last updated
Each ICP has a profile type: An empty folder shows “Empty folder. Add a profile to it.”

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Deleting a Profile

Deleting a profile warns you first:
Any AI agent step referencing this profile will lose that context. This cannot be undone.

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Library Folders

Both Agent Prompts and ICPs can be organized into folders. Folders are per agency and per kind, so your prompt folders and your ICP folders are separate lists.
  • Folder names must be unique within their kind (ignoring case). Duplicating a name shows “A folder with that name already exists.”
  • A blank name shows “A folder name is required.”
  • The folder menu offers New document (or New profile), Rename folder, and Delete folder.
  • Each row’s menu offers View, Edit, Move to folder (with a Top level option, or “No folders yet” if you haven’t made any), and Delete.

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Deleting a Folder Keeps Its Files

Deleting a folder never deletes what’s inside it. The documents or profiles move back to the free-floating list at the top level. The confirmation dialog says so directly:
Delete folder “[name]”? The documents inside stay. They move back to the free-floating list.
(ICPs show the same message with “profiles” in place of “documents”.)

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Zip Import

Agent Prompts and ICPs can be bulk-imported from a zip file of Markdown files. This is currently an API-only capability, there is no import button in the settings pages. Import rules:
  • Upload is capped at 8 MB.
  • Only .md and .markdown files are imported. Other files, non-UTF-8 files, and files over the character limit are skipped and reported back with a reason.
  • Each file becomes one document, named after the file (without its extension).
  • The file’s folder path becomes the document’s folder, for example a file at RevyOps Method/Templates/foo.md lands in the folder “RevyOps Method / Templates”. Files at the root of the zip stay loose.
  • Re-importing a file with the same folder and name replaces its content, keeping the same document and its existing assignment.
  • Imported documents can only be assigned to no one or to all clients. Assign specific clients afterward from the page.

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Size Limits

  • Document and profile content is capped at 64,000 characters.
  • Names are capped at 255 characters.

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MCP Access

Your AI agent, connected through the MCP under Settings > Developer > MCP, can work with both libraries using the same set of tools, switching between them with a kind parameter (agent_prompt or icp):
  • List folders
  • List documents or profiles, optionally within a folder
  • Read one in full, by outline, or by a single section
  • Search by name and content
  • Create or update one
  • Delete one, but only if it’s assigned to that client alone
For a new ICP, the profile type is set the same way an Agent Prompt’s entity type is set on creation.