Ricavi

Company Analytics

How to Manage Teams and Invite Users in Ricavi

Managing Teams, Roles, and Invitations

How to Manage CRM Configuration in Recavi

CRM Configuration and Field Mapping

How to Manage Your Company Profile and Export Data

Company Profile Settings

How to Configure Agentic Actions, Chat Web Access, and CRM Field Whitelists

Managing Agentic Actions and CRM Updates

How to View or Change Your Company’s Sales Methodology

Manage Your Company Sales Methodology

Configuring Deal Health

How to Create a Forecast Target for an Individual or Team in Recavi

Setting Forecast Targets

Configure Company Recording and Compliance Settings

Recording and Compliance

How to Review and Change Authentication Settings

Authentication Methods

How to Configure Morning Briefings and Send Updates

Morning Briefing Settings

Review Team Call Performance and Coaching

Team Meetings Dashboard

David Fastuca

Help with company admin settings and preferences.

Admin Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.