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Rivvi is a workspace you run by chatting. Instead of clicking through dashboards, you tell Rivvi what you want — “call everyone we haven’t reached in 30 days,” “how did last week’s outreach go,” “connect our HubSpot” — and it does the work, shows you the result, and waits for your go-ahead before anything reaches a patient or customer.
Your workspace lives at chat.rivvi.ai. This help center covers what you can do there.

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What you can do

Chat with your agent

Ask questions, get oriented, and give instructions in plain language.

Launch outreach

Turn a list of people into calls or texts — you approve every launch.

Read your results

Ask how a program is performing and get a report built on the spot.

Connect your tools

Bring HubSpot, Salesforce, Power BI, and more into the conversation.

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How Rivvi works, in one minute

You have one assistant. It doesn’t hand you off between bots — it’s a single agent that understands your organization, your programs, and your connected tools. When you ask for something substantial, Rivvi answers with an artifact — a rich card inside the chat rather than a wall of text. A report comes back as charts and tables. A launch comes back as a card with a Looks right? button. A question about your data comes back as a live, cited answer.
1

You describe what you want

In plain language — no forms, no menus to hunt through.
2

Rivvi does the work and shows you

It pulls the data, drafts the program, or builds the report, and renders it in the chat.
3

You approve anything that leaves the building

Outbound calls, texts, and writes back to your CRM only happen when you click to approve. Rivvi never dials on its own.

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New here?

If this is your first time, start with Discovery — the short conversation where Rivvi learns your organization so everything afterward is grounded in your practice, providers, and services.

Set up in a few minutes

The quickstart walks you from your first message to your first launch.
Rivvi is built for healthcare and other regulated outreach. It respects opt-outs and calling hours, keeps patient information out of places it shouldn’t be, and asks before it acts. See Security & privacy.