Quick start: from signup to your first recovery queue

Before you begin

You'll need one export file of your leads or customers - CSV, Excel or JSON. Any structure works; our mapper handles the rest. If your list is larger than 500 rows, split it into batches or talk to us about a done-for-you integration.

Step 1 - Import your book (2 minutes)

1. Go to Import in the sidebar.
2. Drop your file. Ricoberi parses it locally first and falls back to server-side extraction for complex files.
3. Review the column mapping. The AI pre-maps common columns (name, email, phone, company). Anything unmapped becomes a custom field - nothing is thrown away.
4. Choose a conflict strategy: merge updates existing contacts that match by email/phone; create always adds new records.

Step 2 - Run the AI scan (1 minute)

On the Overview page press Score. The engine reads each contact's history - last contact date, follow-ups, engagement fields from your import - and assigns a Recovery Score (0-100) plus a status:

• On track - healthy relationship, keep the rhythm.
• Cooling - going quiet, act this week.
• Recoverable - warm again or worth a win-back.
• Dormant - long silent, low-effort automation only.

Step 3 - Work the queue (every day)

The Next moves queue on Overview is sorted by value at stake. Each row shows the one-line reason and has two verbs: Send (AI-drafted email, only after your confirmation) and Snooze (3 days).

Golden rule: nothing is ever sent automatically. Every outgoing message requires your explicit confirmation.

What to do next

• Set up a win-back campaign for your dormant segment.
• Invite your team from the Team page.
• Turn on two-factor authentication.