RevMozi Docs
How To

How to

Task-based guides for setting up RevMozi, running it day to day, and understanding what the system is doing.

How to use RevMozi

Use this section like a manual. Start with the job you are trying to get done, then follow the guide for that workflow.

If you are setting up RevMozi for the first time

If you need to connect channels and providers

If you are publishing under your own brand

If you are working inside the project workspace

If you run RevMozi day to day

If you manage a team or workspace

If you need a specific setup

Choose the guide by point of view

  • New owner: start with first sale, then offering, payments, and page publishing.
  • Coach or consultant selling calls: start with offering, payments, calendar, and booking.
  • Builder or operator working inside a project: start with AI build, safe republish, and analytics.
  • Operator managing daily work: start with inbox, contacts, lifecycle, broadcasts, and feedback.
  • Team member managing channels: start with WhatsApp, LinkedIn, Instagram, integrations, and email configuration.
  • Workspace admin: start with CRM settings, Customer AI, and team member access.
  • Team member troubleshooting behavior: start with lifecycle, deployment, and payment-confirmation guides.

Getting Started

Welcome to RevMozi — the always-on AI GTM operator for B2B SaaS founders.

How to get to your first sale

The fastest path from a new workspace to a real lead, booking, or payment inside RevMozi.

On this page

How to use RevMozi
If you are setting up RevMozi for the first time
If you need to connect channels and providers
If you are publishing under your own brand
If you are working inside the project workspace
If you run RevMozi day to day
If you manage a team or workspace
If you need a specific setup
Choose the guide by point of view
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