# Rivvi Help Center

> Learn how to run patient and customer outreach from a single chat — connect your tools, launch programs, and read your results.

## Docs

- [Seats & members](https://docs.rivvi.ai/account/seats-and-members.md): Add teammates to your workspace and understand how seats work.
- [Security & privacy](https://docs.rivvi.ai/account/security-and-privacy.md): How Rivvi protects your data and keeps outreach compliant.
- [Usage & billing](https://docs.rivvi.ai/account/usage-and-billing.md): Plans, credits, and where to manage your subscription.
- [Connect Google Workspace](https://docs.rivvi.ai/connectors/google-workspace.md): Drive, Sheets, and GA4 analytics — from one Google connection.
- [Connect HubSpot](https://docs.rivvi.ai/connectors/hubspot.md): Read contacts, deals, and engagement — and keep outreach in sync with your CRM.
- [Connect LeadingReach](https://docs.rivvi.ai/connectors/leadingreach.md): Query your referrals and appointments in chat — and turn on Echo, the autonomous referral-calling program.
- [Connect Meta Ads](https://docs.rivvi.ai/connectors/meta-ads.md): Read ad performance — spend, leads, and cost per lead — straight into a report.
- [Connect Microsoft 365](https://docs.rivvi.ai/connectors/microsoft-365.md): Power BI, SharePoint, OneDrive, Excel, and Teams — from one connection.
- [Microsoft setup for IT admins](https://docs.rivvi.ai/connectors/microsoft-setup.md): The complete end-to-end setup for the Microsoft 365 and Power BI connectors — one-click consent, bring-your-own Azure app, Power BI access, and multiple workspaces.
- [Add Rivvi to Microsoft Teams](https://docs.rivvi.ai/connectors/microsoft-teams.md): Run Rivvi from inside Teams — trigger runs and follow up without leaving your chat.
- [Connect Nutshell](https://docs.rivvi.ai/connectors/nutshell.md): Read contacts and activity — and write notes and tasks back.
- [Connectors overview](https://docs.rivvi.ai/connectors/overview.md): Bring your existing tools into the conversation — CRMs, BI, ads, and more.
- [Tool permissions](https://docs.rivvi.ai/connectors/permissions.md): Decide exactly what the agent can do with each connected tool.
- [Connect Power BI](https://docs.rivvi.ai/connectors/power-bi.md): Read your published Power BI reports and datasets — a narrower scope of the Microsoft 365 connection.
- [Connect Salesforce](https://docs.rivvi.ai/connectors/salesforce.md): Read accounts, contacts, and activity — and write follow-ups back to the record.
- [Using connectors in chat](https://docs.rivvi.ai/connectors/using-connectors-in-chat.md): How the agent puts your connected tools to work mid-conversation.
- [Connect Zoho](https://docs.rivvi.ai/connectors/zoho.md): Read CRM records and pipeline data — and write follow-up activity back.
- [Discovery — teaching Rivvi your organization](https://docs.rivvi.ai/get-started/discovery.md): The short conversation where Rivvi learns your practice so everything afterward is grounded in your details.
- [Welcome to Rivvi](https://docs.rivvi.ai/get-started/introduction.md): Run your outreach from a single conversation — Rivvi turns plain requests into calls, texts, reports, and follow-ups.
- [Quickstart](https://docs.rivvi.ai/get-started/quickstart.md): From your first message to your first launch in a few minutes.
- [FAQ](https://docs.rivvi.ai/reference/faq.md): Quick answers to common questions.
- [Vocabulary](https://docs.rivvi.ai/reference/vocabulary.md): A quick glossary of the words you'll see in Rivvi.
- [Analytics](https://docs.rivvi.ai/workspace/analytics.md): Ask how your outreach is doing and get a report built on the spot.
- [Chatting with the agent](https://docs.rivvi.ai/workspace/chatting-with-the-agent.md): How to talk to Rivvi, what it can do, and how it responds.
- [Following up](https://docs.rivvi.ai/workspace/following-up.md): Handle what comes back from your outreach — the calls that need a person.
- [Launching outreach](https://docs.rivvi.ai/workspace/launching-outreach.md): How to turn a list of people into calls or texts — with your approval on every launch.
- [Reports & artifacts](https://docs.rivvi.ai/workspace/reports-and-artifacts.md): The rich cards Rivvi builds inside the chat, and how you work with them.
- [Your profile & memory](https://docs.rivvi.ai/workspace/your-profile-and-memory.md): Keep Rivvi accurate — your organization profile, what Rivvi remembers, and your language.