Riva Copilot is an AI powered tool that lives in Riva Insight.
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Availability
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Requirements
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Supports
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Capabilities
- Scans the selected email or meeting to identify and suggest contacts that can be created.
- Scans the selected email or meeting 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:
User Guide
Accessing Riva Copilot
First, you must open an email or meeting. Then, you simply click the Riva Copilot button located at the bottom of Riva Insight.
Riva Copilot Suggestions
After clicking on the link to find contacts, if any contacts are discovered, you will be taken to a page like this:
Create or Update Suggested Contact
To save any of the contacts found, click on either Create or Update (depending on if it is a new contact or an existing one). Clicking on Create, for example, will take you to a form like the one shown below. You must click the Create button at the bottom of the form to save the new contact:
Skipping Fields for Contact Updates
If you want to exclude any fields from being sent to the update contact form based the suggestions from Riva Copilot, click on the “Skip” link next to any field. To undo this, you may click on “Unskip” as seen in the image below: