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Most of your system is pre-configured by Revora. But there are a few settings you should personalize.

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Updating Your Business Info

Your business information shows up in various places — email signatures, booking pages, and compliance documents.

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How to Update It

  1. Click Settings in the bottom-left corner
  2. Click Business Profile
  3. Update the fields:
    • Business Name — Your company name
    • Phone — Your business phone number
    • Email — Your business email
    • Address — Your business address
    • Website — Your website URL
    • Time Zone — Make sure this is correct for your area
  4. Click Save
Important: Your business name should match your legal/EIN name exactly. This matters for A2P compliance.

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Updating Your Phone Number

Your phone number is managed under the Phone Numbers section.

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How to Check Your Phone Number

  1. Click Settings
  2. Click Phone Numbers (under Channels)
  3. You’ll see your assigned phone number, its A2P status, and any settings

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If You Need a New Number

Contact the Revora team. We’ll help you get a new number set up and registered for A2P.
Note: Don’t try to add or remove phone numbers yourself. The wrong setup can break your AI outreach.

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Updating Your Email Settings

If you want to send or receive emails through the platform:
  1. Click Settings
  2. Click Email Services (under Channels)
  3. Follow the prompts to connect your email

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Do You Need Email?

For most Revora users, text messaging (SMS) is the primary channel. Email is optional. If you don’t need email, you can skip this.

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Notification Settings

Make sure you get notified when important things happen (like a lead booking a call).

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How to Set Up Notifications

  1. Click your profile icon (top right corner)
  2. Click My Profile or Notifications
  3. Choose what you want to be notified about:
    • New replies from leads
    • Appointment bookings
    • Missed calls
  4. Choose how you want to be notified:
    • Email — Get an email notification
    • Mobile Push — Get a notification on your phone (requires the LeadConnector app)
    • Desktop — Get a browser notification
  5. Click Save
Tip: At minimum, turn on mobile push notifications for new replies and appointment bookings. These are the two things you don’t want to miss.

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What You Should NOT Change in Settings

Setting AreaLeave It AloneWhy
Automations / Workflows⚠️ Do not touchControls your entire AI system
Conversation AI Bot Settings⚠️ Do not touchControls how the AI talks to leads
Pipeline Stages⚠️ Do not touchTied to automations — changing names or order breaks things
Custom Fields⚠️ Do not touchUsed by automations to track data
Triggers⚠️ Do not touchControl when actions happen
If you need changes to any of these, contact the Revora team. We’ll make the change safely.
Video: Settings Walkthrough — A walkthrough video will be added here soon.