1. Open Account Settings
In the bottom-left corner of the app, click the black button.
From the menu that opens, select Account Settings.
This is where you can manage your personal profile and app preferences.
2. Update Your Profile and Communication Style
Change your name if needed.
Add or update your profile picture.
Choose how Ricavi responds to you by selecting a communication style:
Warm and conversational
Professional and direct
Concise and action-oriented
3. Set Your Default Company Playbook
Update the default company playbook assigned to your account.
This controls the default guidance Recavi uses for your workspace.
4. Review and Manage Connected Accounts
View all of your connected services in one place.
Available connections include:
Google Email / Gmail
Google Calendar
Microsoft Outlook Calendar
OneDrive
Google Drive
CRM connection
Use this area to confirm which tools are linked to Ricavi.
5. Install Ricavi Sidekick Apps (Meeting Recorder)
Download the Ricavi Sidekick Chrome extension
You can also install the desktop application for Mac or Windows.
6. Configure Notifications and Email Preferences
Enable or disable notification settings.
Adjust email preferences to control what Ricavi sends you and when.
7. Customize Daily Email Briefings
Turn Morning Briefing on or off.
Set the time of day you want to receive it.
Do the same for:
End of Day briefing
Pre-call preparation emails