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Teach Rivvi is in the sidebar footer and opens /discovery. It is a guided chat where Rivvi researches your team and you confirm the card. You do it once; you can come back when the team changes. The right rail is labeled Organization. Confirmations happen in the chat, not by ticking boxes on that rail. When both chapters are done the rail reads Workspace open.

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The two chapters

  1. Build your org profile — paste your website, scan public pages, watch Organization fill in (organization, people, locations, team, services). Rivvi walks the sections in chat. Looks right confirms. Add a note corrects.
  2. Your number and where calls hand off (defaults set) — pick a line and set how calls get answered. Defaults are prefilled; continue if they look right. If outreach will touch PHI, sign the BAA here (or later under Compliance). The BAA is e-signed in the app before any patient data moves. It gates outbound dialing, not finishing this conversation.
When the checklist is complete, Go live → takes you into the workspace. You may be asked for a payment method first.
After the workspace is open, Teach Rivvi still opens Organization. Day-to-day edits — locations, providers, who works where, site hours — are Settings → Knowledge. See Knowledge. You can also say “we added a clinic in Austin.” Rivvi infers your kind of organization during this conversation — how that works.

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After the workspace is open

Rivvi reads this profile on every turn. Wrong locations or vocabulary here show up in chat and on calls. Keep it current. Correct memory in Settings → Memory.
If Discovery chat is briefly offline, Organization stays readable. Chat comes back on its own.

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