Skip to main content
This walks you through your first session in Rivvi. By the end you’ll have introduced your organization, seen a report, and launched a piece of outreach — with your approval at every step.
Everything below happens at chat.rivvi.ai. If you haven’t been invited yet, ask your team’s admin to add you.

​
1. Sign in and meet Discovery

The first time you open Rivvi, it starts a short conversation called Discovery. Rivvi learns your organization here — your locations, providers, services, and how you talk about your work — so everything it does afterward fits your practice. Drop in your website and let Rivvi scan it, then confirm the details it finds. This takes a few minutes and you only do it once.

Full walkthrough

See exactly what happens during Discovery and what you’ll confirm.

​
2. Say hello

Once you’re in the workspace, just type. Try one of these to get oriented:
Rivvi answers in plain language and, when there’s something to show, renders a card right in the chat.

​
3. Connect a tool (optional)

If your contacts live in a CRM or your numbers live in a BI tool, connect it so Rivvi can work from live data instead of a spreadsheet.
1

Open Settings → Connectors

From the workspace menu, go to Settings → Connectors.
2

Pick your tool and paste your credentials

Rivvi uses your own credentials — you stay in control. See Connect HubSpot for the worked example.
3

Choose what the agent can do

Reading is on by default; anything that writes back asks for your approval first.

All connectors

See the full list of tools you can connect and how the credentials work.

​
4. Ask for a report

You don’t build reports — you ask for them.
Rivvi pulls the numbers and returns a report: the headline figure up top, then charts, then a breakdown table. Ask a follow-up and it revises the same report in place. See Reports & artifacts.

​
5. Launch your first outreach

Tell Rivvi who to reach:
Rivvi compiles the list, checks it, and shows you a card with the verified count. When you click Looks right?, it presents a final launch card. Your click on that card is the launch — Rivvi does not dial before then.
Rivvi never starts outreach on its own. Every call or text campaign is dispatched only when you approve the launch card. See Launching outreach.

​
Where to go next

Chatting with the agent

How to phrase requests and what the agent can do.

Reports & artifacts

Working with the cards Rivvi builds inside chat.

Connectors

Bring your existing tools into the conversation.

Vocabulary

A quick glossary of the words you’ll see.