Four steps. Then call someone.
Do them in this order. Most people are on their first call the same day.
01
Make your account
Sign up with your work email. Name your team. Everything you add belongs to that team and nobody else.
Create your account02
Add people to call
Add one person, or bring in a list. Two minutes is enough to start.
03
Connect your tools
In Settings, connect your phone number, your email and your calendar. Anything you have not connected says so plainly.
04
Check your mic, then call
Say a few words so RichRep can hear you. Then press call on your first person. The notes and the follow-up are waiting when you hang up.
Chrome extension setup (only if you dial from another tool)
Live Coach shows help on top of calls you make inside Salesloft, Outreach, HubSpot or Apollo. It is not in the Chrome store yet, so you add it by hand once:
- Download the file below and unzip it.
- Open
chrome://extensionsin Chrome. - Turn on Developer mode, top right.
- Click Load unpacked and pick the folder you unzipped.
- Log in to RichRep in the same browser.
Questions people ask first
- Do I have to record every conversation?
- No. Recording and live help start only when you turn them on for that conversation, and you can stop at any time.
- Will RichRep send emails or texts by itself?
- No. It writes drafts. Nothing leaves your workspace until you read it and choose to send.
- Can my teammates see my calls?
- Only people who are members of the same workspace can see its conversations and contacts.
- What if something isn't connected yet?
- RichRep says so plainly instead of pretending. Settings shows exactly what still needs setting up.
Still stuck? Get help or email support@richrep.com.