> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Discovery — teaching Rivvi your organization

> The short conversation where Rivvi learns your practice so everything afterward is grounded in your details.

**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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add a phone number">
    Choose a phone number for your outreach. Rivvi wires up the inbound setup for you.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.

<Note>
  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.
</Note>

## Next

<CardGroup cols={2}>
  <Card title="Chatting with the agent" icon="messages" href="/workspace/chatting-with-the-agent">
    Now that Rivvi knows you, start giving it work.
  </Card>

  <Card title="Launching outreach" icon="phone-arrow-up-right" href="/workspace/launching-outreach">
    Turn your first list into calls or texts.
  </Card>
</CardGroup>