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The App map

Everything in your account, and what it does.

Laid out the way your menu is. Screens marked Mapped are drawn out with every control explained. The rest are being walked now.

Dashboard

Your numbers at a glance: leads, bookings, money in.

Mapped screens: Dashboard

Jobs in Dashboard: Set up your dashboard so it shows what matters

AI

Your AI agents for chat, text and phone, and the knowledge they answer from.

  • Ask AIMapping
  • Getting StartedMapping
  • Agent StudioMapping
  • AI StudioMapping
  • Voice AIMapping
  • Conversation AIMapping
  • Content AIMapped5 controls explained ›
  • Agent LogsMapping
  • Agent HealthMapping
  • Agent TemplatesMapping
  • Knowledge BaseMapping
  • Creator StudioMapping

Mapped screens: Content AI

Jobs in AI: Connect Claude to your revenu account · Connect ChatGPT to your revenu account · Change what your AI agent says · Teach your AI agent a new answer · Set up an AI receptionist that answers the phone · Put an AI chat agent on your website · Use Ask AI, the assistant inside your account · Build your own AI agent · Write posts, emails, blogs and images with Content AI

CRM

Every customer, every message and every booking, in one place.

Mapped screens: Meeting Calendars · Conversations inbox · Calendar settings: Payments · Share calendar · Contacts and smart lists · Custom fields · Custom values · Conversation settings: SLAs · Meeting calendars · Choose calendar type · Calendar availability · Calendar booking rules · Services · Rentals

Jobs in CRM: New leads aren't coming through · Take a deposit when someone books · Reply to customers from one inbox · Share your booking link or put it on your website · Customers say there are no times to book · Why didn't my text send? · Move jobs through your pipeline automatically · Sync your Google or Outlook calendar so you don't get double booked · Which calendar do I need? Every type explained · Set up a service menu with staff, prices and durations · Set your hours and booking rules properly · Import your customer list · Take rental bookings (hire gear, rooms, equipment) · Let customers book any of your team · Custom fields and folders: what they are and how to make one · Custom values: change it once, update it everywhere · Smart lists: segment your contacts and why it pays · Set response time targets (SLAs) for your inbox · Block out holidays and days off · Book a client in yourself · Add buffer time and minimum notice to bookings · Ask intake questions when someone books · Let clients cancel or reschedule, and set a policy · Mark no shows and follow them up · Change who gets booking notifications · Run group classes with limited spots · Add a Zoom or Google Meet link to bookings · Create tasks and reminders for your team · Text a group of clients at once · Why did two people become one contact? · Save reply templates (snippets) · Share bookings across your team (round robin) · Book two or more of your team on one job (collective) · Put several calendars on one booking page (groups) · Stop two people booking the same room or machine

Automations

Workflows that follow up, remind, chase and tidy up while you work.

  • WorkflowsMapping
  • CampaignsMapping
  • TriggersMapping
  • OverviewMapping
  • Global Workflow SettingsMapping

Jobs in Automations: Reply to new leads the moment they enquire · Send appointment reminders · Why isn't my workflow working? · Set up a series of emails that goes out on its own · Get a text or email when a new lead comes in · Stop follow-ups once they reply or book · Add a group of existing contacts to a workflow · Auto-assign new leads to your team · Send birthday messages automatically · Connect another app with a webhook · Auto-DM people who comment on your posts

Marketing

Email, social, reviews and ads, sent from the same place your customers live.

Mapped screens: Social Planner: connect accounts · Ad Manager · Reputation settings

Jobs in Marketing: Ask for a Google review after a job · Send an email to your customer list · Get Facebook and Instagram leads straight into your account · Win back customers you haven't seen in a while · Make an email template in your brand · What makes an SMS segment (and why some texts cost more) · Reply to Google reviews, and handle a bad one · Schedule your social media posts · Connect your Google Business Profile · Social Planner: every part explained · Schedule a month of social posts from a spreadsheet · Recycle evergreen posts, repeat posts and post from your blog · Run Facebook, Google and LinkedIn ads from Ad Manager · Reviews, the full picture: native requests vs workflows

Sites

Your website, landing pages, forms, chat widget and domains.

  • AI StudioMapping
  • FunnelsMapped6 controls explained ›
  • WebsitesMapping
  • FormsMapping
  • StoresMapping
  • BlogsMapping
  • WordPressMapping
  • WebinarsMapping
  • SEOMapping
  • Site AnalyticsMapping
  • External TrackingMapping
  • Chat WidgetMapping
  • QR CodesMapping
  • Media StorageMapping
  • DomainsMapping

Mapped screens: Funnels

Jobs in Sites: Change the words or photos on your website · Add a new page to your website · Build a landing page for an offer or ad · Put an enquiry form on your website · Connect your own domain · Make a QR code · Build a page or small app with AI · Build a funnel, step by step · Build a full website the traditional way · Get more from AI Studio: prompts that work · Add your Meta pixel, Google tag and other tracking · Stop spam form submissions

Reporting

Where your leads came from and what they turned into.

Mapped screens: Call report · New custom report

Jobs in Reporting: See where your leads came from · Build a custom report and send it on a schedule · Find call logs, recordings and call stats

Commerce

Invoices, payment links, deposits, subscriptions, products and gift cards.

  • Invoices & EstimatesMapping
  • Documents & ContractsMapping
  • OrdersMapping
  • CouponsMapping
  • SubscriptionsMapping
  • Payment LinksMapping
  • TransactionsMapping
  • ProductsMapping
  • Gift CardsMapping
  • Commerce SettingsMapping
  • Payment IntegrationsMapping

Jobs in Commerce: Send an invoice · Create a payment link · Get paid by text in the middle of a chat · Create a discount code · Sell products online · Connect Stripe to take payments · Refund a payment · Send a quote (estimate) customers can accept online

Client Apps

Client portal, courses, communities, events and your Meeting Room.

Mapped screens: Event overview · Event tickets · Event settings · Event pages and design · Event check-in

Jobs in Client Apps: Run an event with tickets: the whole thing · Set up a client portal · Create a course or membership · Use the revenu app on your phone · Leaderboards: reward your community and affiliates · Run a free event with RSVPs · Check guests in at the door · Event emails: confirmations, reminders and the thank-you · Track event ads with your Meta pixel and a custom link

Settings

Your business details, team, phone numbers, email sending and connections.

Mapped screens: Phone System: Voice

Jobs in Settings: Text back missed calls automatically · Add someone to your team · My Australian number stopped calling or texting · Get your email ready to send (so it lands in the inbox) · See who changed something · Can't sign in, or the password email didn't arrive · Is this email really from revenu? · What's included in my plan, and what costs extra · Usage charges, explained · Book time with Adam (what's free, what's a session) · How the wallet works · Set up WhatsApp · Turn on call recording (and what to tell callers) · Keep your existing business number · Stop staff seeing everyone's clients