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Rivvi is one assistant you talk to in plain language. There’s no command syntax to learn and no menu tree to memorize — you describe what you want, and Rivvi figures out how to do it, shows you the result, and asks before anything goes out.

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How to phrase a request

Talk to Rivvi the way you’d brief a capable teammate. Be direct about the outcome you want; you don’t need to know the internal steps.
You don’t have to use Rivvi’s internal words. Say “program,” “campaign,” “outreach,” or your own term — Rivvi adapts to how you talk, because it learned your vocabulary during Discovery.

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What Rivvi can do

From the chat you can:

Get answers about your data

Performance, connect and conversion rates, trends, cohorts, and how many people fit a description.

Build and configure programs

Draft an outreach program and get it ready to launch.

Launch outreach

Dial or text a list — always behind an approval you control.

Handle follow-ups

Triage what came back and what needs a person.

Use your connected tools

Pull live data from HubSpot, Salesforce, Power BI, and more, mid-conversation.

Manage your setup

Team, phone numbers and caller ID, connectors, and your profile.
What you can do depends on your role and how far along your organization’s setup is. If a capability isn’t available to you yet, Rivvi will say so and point you to what’s needed.

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How Rivvi responds

For a quick question, Rivvi just answers. For anything substantial, it responds with an artifact — a rich card in the chat rather than plain text:
  • A report comes back as charts and tables.
  • A choice comes back as a card you fill in or pick from.
  • A launch comes back as a card with a button you press to approve.
You interact with these cards directly — submit a form, approve a launch, open a detail — without having to re-type anything. See Reports & artifacts.

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Attach files and screenshots

Use the + button in the message box to attach a spreadsheet (CSV or Excel), a document, or a screenshot. This is how you hand Rivvi a list of people to reach, or show it something you’re looking at.
There are size limits on attachments. If a file is too large, Rivvi will tell you; large pasted text is turned into an attachment automatically so the chat stays readable.

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Threads and history

Each conversation is a thread, and your work is saved. You can start a new thread for a new topic, or return to an earlier one — Rivvi keeps the context. Some programs get their own dedicated thread so the conversation about them stays in one place.

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A note on buttons that open full pages

Rivvi sometimes gives you a button that opens a full page — a program’s detail, a run’s live view, or a settings screen — instead of continuing the conversation. That’s expected: some things are easier to see on a dedicated page. You can always come back to the chat.

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Next

Reports & artifacts

Work with the cards Rivvi builds.

Launching outreach

The approval flow behind every launch.