Where your list comes from
You don’t have to prepare data a particular way. A run can reach people from any of these:A file you upload
A CSV or Excel sheet of contacts, attached with the + button.
A connected tool
Pull the list straight from HubSpot, Salesforce, Power BI, or Zoho — no export and re-upload.
An internal group
“Everyone we haven’t called in 30 days” — Rivvi compiles it from what it already knows.
A combination
Merge several sources; Rivvi removes duplicates by phone number.
The launch flow
Confirm the columns (if needed)
If it’s not obvious which column holds phone numbers or names, Rivvi shows a quick picker to confirm the mapping.
Review the verified count
Rivvi processes the list and shows a card with what it found — how many people are reachable, how many were linked, and anything invalid. When it’s right, click Looks right?
Now or later
The launch card lets you choose Now or Later. If your office hours are closed, the Now option is disabled — Rivvi won’t place calls outside the hours you set, to stay within calling-time rules. Schedule it for later instead, and Rivvi starts it when your hours open.Office hours and time zone come from your profile. You can adjust them in settings.
After you launch
Once a run is going, ask Rivvi how it’s doing:What Rivvi protects
- Opt-outs are respected — anyone who has opted out is never dialed, and opt-outs captured on a call take effect right away.
- Calling hours are enforced — Rivvi won’t call outside your office hours.
- You’re always the trigger — no run starts without your approval.
Next
Following up
Handle what comes back from a run.
Analytics
Measure how the run performed.