FAQ

Is there a free trial?

Yes. Every new workspace starts with a 5-day trial of Pro, no card required. The trial includes 1,000 AI credits. See Plans & billing.

Can I import data from another CRM?

Export it as CSV and use the importer: pick the entity, map the columns (custom fields included), and run it. Notion exports have a dedicated mode. Imports dedupe against existing records and can be undone.

Can my teammates see my Telegram?

No. Your mirrored Telegram account is private by default. On Pro you can share it with chosen teammates, read-only or with reply rights, and hide individual chats even then.

Does Cavyro read my Gmail inbox?

No. Cavyro asks Google only for permission to send. Replies land in your Gmail, not in Cavyro. See Gmail.

What’s the difference between a deal and a task?

A deal is an opportunity moving through a pipeline: it’s about winning the work. A task is one piece of the work itself, inside a project, moving through a workflow. A won deal and the project that delivers it can be linked, so the handover doesn’t lose the context.

Where did My Tasks go?

It’s the Tasks tab on My Work, together with your mentions, assigned deals, and today’s meetings. The old /my-tasks link redirects there.

I deleted something by mistake. Is it gone?

Deleting a contact, company, deal, pipeline, project, or task is a soft delete. Switch a list’s filter to Archived, find the record, and restore it, or open Settings → Recycle bin, which has a section per record type.

Which plan do I need for the AI assistant?

Pro. The free-text AI assistant and MCP are part of every paid plan. Each seat adds 1,200 AI credits a month to a pool the whole team shares.

How do I contact support?

Write to us at support@cavyro.com. A real person answers.