Get Started
1
Sign in and open Home
Launch the Revont desktop app and sign in. After authentication, select Home in the sidebar if it is not already open.
2
Expand the sidebar
If the navigation is collapsed, select Expand Sidebar. The sidebar contains Core Modules, Custom Models, Insights, and Administration.
3
Connect an account
Select Settings in the sidebar, choose Integrations, and select Connect for Google or Microsoft under Connected Accounts. Complete the provider sign-in and authorization steps.
4
Open Communications Hub
Select Communications Hub in the sidebar. The page opens with the Meetings or Emails tab, depending on the tab you choose in the header.
5
Open a record
Select a meeting, email thread, client, deal, or contact. Review its details and use the available Chat area when you need help with that specific context.
6
Review follow-through
Select Actions in the sidebar to review follow-up work. Select Analytics & Reports or Coaching under Insights when you want a broader performance view.
Your sidebar and available actions depend on your role, workspace permissions, connected accounts, and enabled features. If a page is missing, ask your workspace administrator to confirm access.
Where To Go Next
Workspace And Navigation
Learn where the main controls live and how to customize the sidebar.
Communications
Learn how Meetings & Calendar and Emails are organized.
AI And Memory
Learn what Chat can find, explain, and prepare for you.
Open The User Guide
Browse the complete click-by-click guide.