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Not every outreach ends cleanly. Someone asks a question the agent can’t answer, a call needs a human callback, or a result needs review. Rivvi surfaces these so nothing slips.

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What needs you

Ask Rivvi directly, any time:
Rivvi shows an attention list — the items waiting on a person — as a card you can work through.

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Escalations

When a call reaches a point that should go to a human — a specific request, a sensitive situation, or anything the agent is set to hand off — Rivvi flags it as an escalation. You’ll see what happened and what’s being asked, so you can pick up the thread.
You can shape what gets escalated versus handled by the agent. Ask Rivvi about your handoff settings, or adjust them in settings.

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Working an item

From a follow-up card you can typically:
  • Open the detail — see the transcript summary and what the person needs.
  • Take the next step — schedule a callback, log an outcome, or write it back to a connected CRM (with your approval on the write).
  • Close it out — mark it handled so it leaves your list.

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Keeping outreach in sync with your CRM

If you’ve connected a tool like HubSpot or Salesforce, following up can write back to it — a call note, a follow-up task, a logged outcome — so your system of record stays current. Writes always ask for your approval first. See Using connectors in chat.

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Next

Analytics

Measure how a program is doing overall.

Connectors

Keep your CRM in sync with outreach.