> ## 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.

# Quickstart

> From your first message to your first launch in a few minutes.

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.

<Note>
  Everything below happens at **[chat.rivvi.ai](https://chat.rivvi.ai)**. If you haven't been invited yet, ask your team's admin to add you.
</Note>

## 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.

<Card title="Full walkthrough" icon="compass" href="/get-started/discovery">
  See exactly what happens during Discovery and what you'll confirm.
</Card>

## 2. Say hello

Once you're in the workspace, just type. Try one of these to get oriented:

<CodeGroup>
  ```text Get oriented theme={null}
  What can you help me with?
  ```

  ```text Check activity theme={null}
  What happened with our outreach this week?
  ```

  ```text See what needs you theme={null}
  What needs my attention right now?
  ```
</CodeGroup>

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.

<Steps>
  <Step title="Open Settings → Connectors">
    From the workspace menu, go to **Settings → Connectors**.
  </Step>

  <Step title="Pick your tool and paste your credentials">
    Rivvi uses your own credentials — you stay in control. See [Connect HubSpot](/connectors/hubspot) for the worked example.
  </Step>

  <Step title="Choose what the agent can do">
    Reading is on by default; anything that writes back asks for your approval first.
  </Step>
</Steps>

<Card title="All connectors" icon="plug" href="/connectors/overview">
  See the full list of tools you can connect and how the credentials work.
</Card>

## 4. Ask for a report

You don't build reports — you ask for them.

```text theme={null}
How is our appointment-reminder program performing this month?
```

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](/workspace/reports-and-artifacts).

## 5. Launch your first outreach

Tell Rivvi who to reach:

```text theme={null}
Call everyone from our reminder list who we haven't reached in the last 30 days.
```

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.

<Warning>
  Rivvi never starts outreach on its own. Every call or text campaign is dispatched only when you approve the launch card. See [Launching outreach](/workspace/launching-outreach).
</Warning>

## Where to go next

<CardGroup cols={2}>
  <Card title="Chatting with the agent" icon="messages" href="/workspace/chatting-with-the-agent">
    How to phrase requests and what the agent can do.
  </Card>

  <Card title="Reports & artifacts" icon="table-cells" href="/workspace/reports-and-artifacts">
    Working with the cards Rivvi builds inside chat.
  </Card>

  <Card title="Connectors" icon="plug" href="/connectors/overview">
    Bring your existing tools into the conversation.
  </Card>

  <Card title="Vocabulary" icon="book" href="/reference/vocabulary">
    A quick glossary of the words you'll see.
  </Card>
</CardGroup>