Quick Start Guide

Step 1: Create Your Account

1. Go to ralivi.com/signup
2. Sign up with Google or create an account with your email
3. Verify your email address (check your inbox if using email signup)
4. Enter your organization name and select your industry

Step 2: Choose How to Get Started

After creating your account, you'll see two options:

Step 3: Connect Your Email (If Not Using Demo)

If you chose "Connect Email", you'll be guided through email integration:

1. Choose your email provider: Gmail or Outlook/Microsoft 365
2. Click the provider button to start OAuth authentication
3. Authorize Ralivi to read your emails (read-only access)
4. Wait for the initial sync (usually 1-2 minutes)

Step 4: Analyzing Your Emails

After connecting your email, Ralivi will analyze your recent conversations:

• Ralivi scans your last 30 days of emails
• Identifies potential deals and contacts
• Detects conversation threads with prospects
• This usually takes 30-60 seconds

Step 5: Review Suggested Deals

Ralivi will show you potential deals it found in your emails:

1. Review the list of suggested contacts and deals
2. Check the boxes next to deals you want to import (top 5 are pre-selected)
3. Click "Import Selected Deals" to add them to your pipeline
4. Or click "Skip for now" to start with a clean slate

Step 6: Review Generated Tasks

If you imported deals, Ralivi will generate suggested follow-up tasks:

• See automatically-generated action items for each deal
• Tasks are based on email history and conversation context
• Click "Continue" to proceed

Step 7: White-Glove Setup (Optional)

Ralivi offers a white-glove setup service where our team helps you import data:

Step 8: Connect Calendar (Optional)

Connect Google Calendar to automatically track meetings:

1. Click "Connect Google Calendar"
2. Authorize calendar access
3. Your meetings will now appear in Ralivi
4. Or click "Skip for now" to add it later

Step 9: Organization Details

Complete your organization profile:

• Confirm or update your organization name
• Add your website (optional)
• Set your preferred notification time

Common Questions