Skip to main content
A run you build in chat goes out only when you click Launch (or Schedule). Echo, after LeadingReach is connected and the agreement is signed, dials on the cadence you set. See Runs and LeadingReach.
Home Playbooks stands one up. Open it under Monitor → Programs. Rename the title. Agent → Adjust changes what it says. Testing simulates. Version history has Activate my build / Promote to live. See Programs.
Settings → Knowledge → Structure. Add or edit a location (phone, hours) or a provider (sites they work). Or say it in chat. See Knowledge.
Keep the number patients already call. Set an unconditional forward to the Rivvi number on the home brief. See Calling.
Monitor → Programs → Website Widget → Setup → Install. WordPress, GTM, Squarespace, Wix, Webflow, Duda, or the raw snippet. See Install the widget.
Settings → Data lake (PDF, Word, PowerPoint, Excel, CSV, text, or an image, up to 50 MB). Share Only me or Everyone in org, then + → Data lake. A one-off list for a run is Attach file. See Data lake. Finished reports Rivvi wrote live under sidebar Artifacts.
One department map: name, number, optional Then dial. Same list for every clinic. See How calls get answered.
No. Asking is read-only. See Chat.
Sign in with your own account from Settings → Connectors. Writes ask first. Public sources such as PubMed need no sign-in. Salesforce and several others are not on that page. See Connectors.
Settings → Team. Each person uses a seat. See Team.
The shared balance for voice, SMS, and website chat. You buy them in blocks on Billing. Assistant turns are Usage.
Those plans bundled seats and minutes. You now pay per seat and buy credits separately. See Billing.
Account menu → Language. Per person. See Your account.
See Get help. Open the chat bubble in the bottom-right — same Intercom messenger as the workspace — or email support@rivvi.ai.