Riva Copilot

  • Updated

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

Contact Us for dedicated Cloud or other data residency options. 

Availability
  • Riva Insight Cloud 2024.1 for US and Canada shared tenants
Requirements
  • Riva Insight Cloud
  • Web Add-in Client
Supports
  • Outlook on the Web
  • Outlook for Windows
  • Outlook for Mac
  • Outlook for Mobile (iOS/Android)
 

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:

image-20240130120818-2.png


Enabling Contact Creation and Updates

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

image-20240130121057-3.png

 

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. 

Screenshot 2024-08-14 154820.png

 

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: 

Screenshot 2024-08-14 155022.png

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: 

Screenshot 2024-08-14 155234.png

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: 

Screenshot 2024-08-14 155337.png  

Related Information

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