1. Understand what Recavi Sidekick does
Ricavi Sidekick is a live AI sales coach that joins you during calls.
It helps you coach in the moment, not just after the call.
You can use it through either:
the Chrome extension, or
the desktop app for Mac or Windows.
2. Find the download links in your account
If you did not save the onboarding links, go to your profile settings.
Scroll down to find the download options.
Choose the version you want to use:
Chrome extension
Mac desktop app
Windows desktop app
3. Install the Chrome extension
Click the Chrome download extension button.
You will be taken to the Chrome Web Store.
Install the extension from there.
For easier access during calls, pin the extension in your browser.
4. Start coaching from the Chrome extension during a call
On a live call, click the Ricavi app icon in your browser.
Select Start coaching or Start call.
Then choose Start recording call.
Make sure the extension is pinned so you can access it quickly.
5. Install and log in using the desktop app on Mac
Download the Mac desktop application.
Open the DMG file.
Drag Ricavi into the Applications folder.
Open Ricavi and pin it to your Mac toolbar.
Click Login to open your browser and connect your account.
6. Confirm your meetings are synced
Your meetings will appear in Recavi once your calendar is integrated.
Calendar integration can be completed:
during onboarding, or
later in your integration settings.
If your meetings are not showing, check that your calendar is connected.
7. Install and use the desktop app on Windows
Download the Windows .exe file.
Double-click to install it.
Pin the app to your toolbar for quick access.
The workflow is similar to Mac after installation.
8. Use Sidekick during the call to coach live
Ricavi Sidekick shows your core vitals while you speak.
It helps you monitor:
talk ratio
speaking pace
when you are speaking too long
It also gives live guidance based on the call context.
9. Get real-time sales guidance and objection handling
Sidekick uses your company’s sales playbook and the type of opportunity to guide you.
It can suggest ways to handle objections as they come up.
It provides full sales methodology context so you can navigate the call more effectively.
10. Watch for key call moments and signals
Sidekick highlights important moments during the conversation, such as:
flags
pricing discussions
competitor mentions
buying signals
It also surfaces tips to help you move the deal forward more easily.
11. End the call and let Ricavi process the recording
When the call is finished, click End call.
Ricavi will process the recording and transcript within a few minutes.
The call will then be automatically logged to your Ricavi account.
12. Remember the main value of the Ricavi Sidekick
Traditional coaching is helpful after the call.
Ricavi Sidekick is designed to be even more valuable by coaching you live in the moment.
Its purpose is to help you improve performance and progress deals while the conversation is happening.