Revenue.io

Recent Episodes

1. How to Switch Between Caller ID Numbers When Dialing in Revenue.io

   Jul 21, 2026

   A product walkthrough demonstrating Revenue.io's caller ID switching functionality, showing how users can toggle between a dedicated Revenue.io phone number, local presence numbers, and legacy block numbers during outbound calls. The tutorial covers the UI dropdown in Ring DNA/Salesforce integration, settings configuration, and system memory features for caller ID persistence.

2. How to Review and Search Call Transcripts in Revenue.io

   Jul 20, 2026

   This is a product walkthrough video demonstrating Revenue.io's call transcript review and search functionality. The narrator shows how to access call recordings, view full transcripts, search for specific keywords, and navigate to exact moments in calls using the platform's conversation AI feature.

3. How to Install the Revenue.io Chrome Extension

   Jul 20, 2026

   A product walkthrough demonstrating how to install the Revenue.io Chrome extension. The video provides step-by-step instructions for downloading from the Chrome Web Store, pinning the extension for accessibility, configuring Salesforce pass-through login, and completing initial setup.

4. How to Record and Log an In-Person Sales Meeting Using the Revenue.io Mobile App

   Jul 19, 2026

   Matt Leadman from Revenue.io demonstrates the in-person meeting recording and logging functionality within the Revenue.io mobile app. The walkthrough covers how to start an in-person meeting recording, the live transcription feature, multi-speaker voice recognition, associating speakers to Salesforce contacts, dispositions, adding meeting notes, and logging meetings to Salesforce. The demo shows how recorded meetings automatically trigger conversation intelligence, AI summaries, and AI-drafted follow-up emails.

5. How to View and Edit Account Details Inside the Revenue App

   Jul 19, 2026

   A product demonstration of a new feature in the Revenue app that allows users to view and edit account details directly within the application, mirroring existing opportunity detail functionality. The feature displays Salesforce account fields with permission-based access controls and real-time sync back to Salesforce.

6. How to Create and Share Call Highlights in Revenue.io Conversation AI

   Jul 17, 2026

7. How to Use the My Profile Page in Revenue.io

   Jul 17, 2026

8. How to Listen to Call and Video Recordings in Conversation AI

   Jul 16, 2026

9. How to Access a Call Recording in Conversation AI Directly From Salesforce

   Jul 15, 2026

10. How to Annotate a Call and View Annotations in Revenue.io

    Jul 15, 2026