Most of your system is pre-configured by Revora. But there are a few settings you should personalize.
Updating Your Business Info
Your business information shows up in various places — email signatures, booking pages, and compliance documents.
How to Update It
- Click Settings in the bottom-left corner
- Click Business Profile
- 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
- Click Save
Important: Your business name should match your legal/EIN name exactly. This matters for A2P compliance.
Updating Your Phone Number
Your phone number is managed under the Phone Numbers section.
How to Check Your Phone Number
- Click Settings
- Click Phone Numbers (under Channels)
- You’ll see your assigned phone number, its A2P status, and any settings
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.
Updating Your Email Settings
If you want to send or receive emails through the platform:
- Click Settings
- Click Email Services (under Channels)
- Follow the prompts to connect your email
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.
Notification Settings
Make sure you get notified when important things happen (like a lead booking a call).
How to Set Up Notifications
- Click your profile icon (top right corner)
- Click My Profile or Notifications
- Choose what you want to be notified about:
- New replies from leads
- Appointment bookings
- Missed calls
- 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
- 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.
What You Should NOT Change in Settings
| Setting Area | Leave It Alone | Why |
|---|
| Automations / Workflows | ⚠️ Do not touch | Controls your entire AI system |
| Conversation AI Bot Settings | ⚠️ Do not touch | Controls how the AI talks to leads |
| Pipeline Stages | ⚠️ Do not touch | Tied to automations — changing names or order breaks things |
| Custom Fields | ⚠️ Do not touch | Used by automations to track data |
| Triggers | ⚠️ Do not touch | Control when actions happen |
Video: Settings Walkthrough — A walkthrough video will be added here soon.
