Riva CRM Integration - Documentation and Knowledge Base

Riva Copilot Overview

Article ID: 2503
Last updated: 03 Jun, 2024
Availability
  • Riva Insight Cloud 2024.1
Requirements
  • Riva Insight Cloud
  • Web Add-in Client
Supports
  • Outlook on the Web
  • Outlook for Windows
  • Outlook for Mac
  • Outlook for Mobile (iOS/Android)

What is Riva Copilot?

  • Riva Copilot is an AI powered tool that lives in Riva Insight.


Capabilities

  • Scans the selected email to identify and suggest contacts that can be created.
  • Scans the selected email to identify and suggest modifications to existing contacts.


How to Enable

Riva Copilot is not enabled by default, and needs to be enabled.

To enable Riva Copilot, you must first go to your Riva Insight settings page underneath Insight Features and click the checkbox at the bottom of the page:


Enabling Contact Creation and Updates

It is also recommended to enable contact creates and updates to get the most out of Riva Copilot: 


Related Information

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Article ID: 2503
Last updated: 03 Jun, 2024
Revision: 10
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