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Documentation Index

Fetch the complete documentation index at: https://help.reevo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Where to Find It

  • Click your name in the lower-left corner of Reevo.
  • Select Settings.
  • You’ll see Organization under My Account. Organizational Settings Navigation Pn

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Account Settings Overview

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Organization Profile

Define your company’s identity and provide the business context Reevo uses to personalize automation, insights, and engagement. Basic Information
  • Name: Your company’s official name
  • Website: Main URL
  • Address: Headquarters or billing address
  • Industry: Choose one or more relevant industries
  • Verified Domains: Add company-owned email domains for validation and record accuracy
Business Context Provide high-level details about your company and sales process to help Reevo tailor recommendations:
  • Elevator pitch or value proposition
  • Ideal Customer Profile (ICP)
  • Common buyer personas or titles
  • Sales team size and structure
  • Typical sales stages and evaluation process
  • Key differentiators and success stories
When you complete these questions, Reevo uses your answers to generate more targeted and personalized Meeting Prep content. Instead of generic preparation, you’ll receive strategies and talking points specifically aligned with your business model and sales approach.If you skip these questions, you can still use Meeting Prep, but the content will be more generic. You’ll see a banner prompting you to answer questions for better results.

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Usage

The Usage page gives admins a clear view of how your organization is using Reevo’s available resources. This includes metrics across users, dialer activity, domains, and mailboxes — helping you track consumption and manage limits tied to your plan. What you can view:
  • Admin & Workspace: Active users per organization.
  • Dialer: Total monthly call minutes and phone number updates.
  • Domains: Domains purchased and total domains connected.
  • Mailboxes: Mailboxes purchased through Reevo and total mailboxes in use.
  • Prospecting: The total number of contact or company enrichments used this month.
Your current usage is displayed alongside plan limits to make it easy to monitor consumption and plan for renewals or upgrades.
Usage resets automatically at the start of each billing cycle. You can find your next billing date at the top of the page.

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Team Members

Invite, remove, and manage users within your organization.
  • Assign roles and permissions to control access levels.
  • Deactivate users who no longer need access.
  • View pending invitations and resend if needed.
User Roles & Permissions Understand how user roles and permissions work in Reevo to maintain secure, collaborative access across your team.
  • Admin: Full access to all data and settings. Can invite users, assign roles, and edit any record.
  • User: Limited access. By default, cannot edit contacts, accounts, or opportunities not owned by them.

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Record Creation

Control how Reevo automatically creates Accounts and Contacts based on user activity.
  • Choose from Capture All, Existing Accounts, Outbound Only, or Do Not Capture modes.
  • Configure Blocked Domains & Emails to prevent syncing of personal or sensitive correspondence.
  • Adjust Meeting Recording Settings to define when calls and meetings should be recorded.
For more information, refer to the Onboarding article.

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Troubleshooting / FAQs

Only users with Admin role permissions can access organizational settings. If you need to update company information, ask your organization administrator to grant you Admin access or make the changes on your behalf.
You can still use all Reevo features, but AI-generated content like Meeting Prep will be less personalized. The system will work with limited context and provide more general insights rather than strategies tailored to your specific business model.
Yes, you can return to the organizational settings page at any time to revise your answers. After updating, click Refresh in Meeting Prep to regenerate preparation with your new information.
When you verify a domain, any user who signs up with an email address from that domain can automatically join your organization. This streamlines onboarding for team members without requiring individual invitations. Verified domains appear with a green checkmark in the organizational settings.
You’ll see “No verified domains” in the organizational settings. You can still invite team members individually through the Users section of settings. To verify a domain, complete the domain setup process which involves DNS configuration.
Yes, each question has a maximum character limit to ensure focused, actionable answers. The exact limit varies by question, but you’ll see a character counter below each field showing your current count and remaining characters.