| Ask, attach a list, start a play | Chat on home — how |
| Standing work (reminders, inbound, the widget) | Programs — home tab or Monitor → Programs. Guide |
| Whether outreach reached anyone | Sidebar Monitor — Overview, Programs, Interactions, Trust. Same guide. |
| A finished report, memo, or deck | Sidebar Artifacts. Guide |
| A batch that is dialing or scheduled | Sidebar Runs. Guide |
| Something a person has to handle | Sidebar Inbox (and the Needs you strip on home). Guide |
| People you call | Sidebar Contacts (admins, or anyone with patient-data access). Guide |
| Teach Rivvi your organization | Sidebar footer Teach Rivvi (/discovery). Guide |
| Clinics, providers, who works where | Settings → Knowledge. Guide |
| Spreadsheets to analyze | Settings → Data, or + → Use saved data. Guide |
| Hours, numbers, transfers | Settings → Calling |