1. Open your recorded calls
In Recarvi, go to Meetings.
Click the Recorded Calls tab.
This is where you can view all calls you’ve recorded in the platform.
2. Review the call list and recap options
The Recorded Calls page shows:
All recorded calls
Whether each call has been synced to your CRM
An option to Send Recap
Use this view to quickly find a past call and see its sync status.
3. Send an AI-generated recap email
Click Send Recap for a call.
Recarvi’s AI will draft a recap email based on the call.
You can:
Add a recipient
Review and edit the subject line
Edit the email body
Send the recap
The sent email is logged in your email provider and associated with the correct contact and deal in your CRM.
4. Open a recording for full details
Click the recording title to open the call details.
From here, you can listen to the audio recording.
You can also link the call to a deal record.
5. Sync the call before using AI actions
After the call is linked to a deal and synced to your CRM, the AI Actions tab becomes available.
Until that happens, you’ll only see the basic call details and the Moments tab.
Once synced, additional AI-powered features appear.
6. Review the scorecard and summary
When you open a past call, start with the Scorecard and Summary.
The scorecard gives a score out of 100 based on:
Engagement
Discovery
Question quality
Tonality
Objection handling
The summary includes:
What happened on the call
Key topics
Decisions made
Action items
Next steps
Sentiment
A pipeline note
7. Search the full transcript
Open the Transcript to read the full conversation.
Use search to find specific keywords or key moments quickly.
This helps you jump to the most relevant parts of the call.
8. Use the Moments tab to find important call highlights
Go to the Moments tab to see important call moments.
Recarvi highlights items such as:
Buying signals
Objections
These moments are color-coded in the scrub bar so you can easily jump back to them.
9. Review AI Actions for follow-up tasks
Open the AI Actions tab to see recommended next steps.
These actions are generated from what happened on the call.
Examples include:
Follow-up notes
A post-meeting discovery email
CRM tasks needed to move the deal forward
10. Ask the Ricavi chat bar for coaching
Use the open Ricavi chat bar to get instant coaching on the call.
You can ask questions about:
The call itself
What you could improve
A summary of the call
A to-do list based on the conversation
11. Use the feedback to improve future calls
The coaching is designed to help you improve right away.
It gives you a safe way to practice and upskill.
Follow the step-by-step guidance to perform better on your next call.