Skip to main content
Discovery is the first thing Rivvi does with you. It’s a guided conversation where Rivvi learns your organization — your locations, providers, services, and the way you describe your own work — and builds a profile it reads on every future turn. You do this once. After Discovery, the workspace speaks in your terms and works from your real details.

​
Why it matters

Rivvi is only as good as what it knows about you. Discovery is where it learns:
  • Who you are — organization details, locations, and providers.
  • What you do — the services and programs you run.
  • How you talk — your own vocabulary, so Rivvi mirrors it back instead of using generic jargon.
  • Your launch defaults — time zone, office hours, and where transfers should go.
Everything Rivvi assembles here becomes your profile (sometimes shown as the Organization panel). You can confirm and correct it as you go, and revisit it any time.

​
What happens, step by step

1

Share your website

Paste your website address. Rivvi scans your public site and pre-selects the pages that matter most — locations, providers, services, about, and contact. Clicking Scan is your go-ahead for Rivvi to read those public pages.
2

Watch the profile build

As Rivvi reads, it fills in a profile on the right — grouped into sections like Organization, Providers, Locations, Team, and Services. You’ll see it populate live.
3

Review each section

Rivvi walks you through the profile one section at a time. For each, you either confirm it (Looks right) or flag it (Something’s off), which prompts a correction. Only one section is up for review at a time, so it stays manageable.
4

Set your launch defaults

Confirm your time zone and office hours, and optionally a number to transfer callers to. These become the safe defaults for any outreach.
5

Add a phone number

Choose a phone number for your outreach. Rivvi wires up the inbound setup for you.
6

Enter your workspace

When everything essential is confirmed, an Enter your workspace button appears. Rivvi won’t rush you in — you decide when you’re ready.
Discovery isn’t only for day one. Any time your organization changes — a new location, a new service line — you can return to update your profile, and the workspace stays in sync.

​
Your profile stays available

After Discovery, your profile doesn’t disappear. It stays as a panel you can open any time to see — and adjust — what Rivvi knows about your organization. Because Rivvi reads it on every turn, keeping it accurate keeps Rivvi accurate.
If Discovery’s chat is briefly unavailable, you’ll see a short “temporarily offline” note. Your profile stays fully viewable in the meantime, and chat returns on its own.

​
Next

Chatting with the agent

Now that Rivvi knows you, start giving it work.

Launching outreach

Turn your first list into calls or texts.