Frequently asked questions - Rivvi Help Center

Will Rivvi call someone without me approving it?

No. A run goes out only when you click Launch (or Schedule). See Runs.

How do I start or change a program?

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.

How do I update locations, providers, or who works where?

Settings → Knowledge → Structure. Add or edit a location (phone, hours) or a provider (sites they work). Or say it in chat. See Knowledge.

How do I install the website widget?

How do I analyze a spreadsheet in chat?

Settings → Data for CSV/Excel (share Only me or Share with org), then + → Use saved data. A one-off list for a run is just Attach file. See Data. Finished reports Rivvi wrote live under sidebar Artifacts.

How do transfers and phone menus work?

One department map: name, number, optional Then dial. Same list for every clinic. See How calls get answered.

Does asking for a report dial anyone?

No. Asking is read-only. See Chat.

How do I connect HubSpot or Microsoft?

Sign in with your own account from Settings → Connectors. Writes ask first. Salesforce and several others are Coming soon. See Connectors.

How do I add a teammate?

Settings → Team. Each person uses a seat. See Team.

What are credits?

The shared balance for voice, SMS, and website chat. You buy them in blocks on Billing. Assistant turns are Usage.

What happened to Launch, Basics, and Growth?

Those plans bundled seats and minutes. You now pay per seat and buy credits separately. See Billing.

Can I use another language?

Account menu → Language. Per person. See Your account.

I still need help.

See Get help. Open the chat bubble in the bottom-right — same Intercom messenger as the workspace — or email support@rivvi.ai.