Quick Answer
Rivvi's interface consists of a left sidebar for main navigation, a top bar for organization switching and user settings, and a main content area. Key sections include Dashboard, Campaigns, Patients, Tasks, Calls, Calendar, and Settings.
Who This Is For
New users learning the Rivvi interface
Anyone wanting to understand where features are located
Team members onboarding to Rivvi
What You'll Learn
How to navigate the Rivvi interface
Where to find key features
How to switch between organizations
How to access your personal settings
Tips for efficient navigation
Rivvi Interface Overview
Rivvi's interface has three main areas:
[INSERT IMAGE: Full Rivvi interface with labeled sections - sidebar, top bar, main content]
Section | Location | Purpose |
Sidebar | Left side | Main navigation to all features |
Top Bar | Top | Organization switcher, user menu, help |
Main Content | Center | Feature-specific content and actions |
Left Sidebar Navigation
The sidebar is your main navigation hub. It's always visible and provides access to all core features.
[INSERT IMAGE: Sidebar with all navigation items labeled]
Navigation Sections
Icon | Section | What You'll Find |
📊 | Dashboard | Overview of all activity, metrics, quick actions |
📋 | Campaigns | All campaigns, create new, view templates |
👥 | Patients | Patient directory, search, import/export |
✅ | Tasks | Follow-up tasks, assignments, filters |
📞 | Calls | Call history, recordings, transcripts |
📅 | Calendar | Appointments, bookings (if integration enabled) |
🔒 | Compliance | Opt-outs, DNC list, audit logs |
⚙️ | Settings | Organization and personal settings |
💡 Tip
Click the Rivvi logo at the top of the sidebar to quickly return to the Dashboard from anywhere in the app.
Collapsing the Sidebar
On smaller screens or if you want more space:
Click the menu icon (☰) at the top of the sidebar
The sidebar collapses to icons only
Click again to expand
[INSERT IMAGE: Sidebar in collapsed view vs expanded view]
Top Bar
The top bar provides quick access to organization switching, search, and user settings.
[INSERT IMAGE: Top bar with all elements labeled]
Top Bar Elements
Element | Location | Purpose |
Organization Switcher | Top left | Switch between organizations (if you have multiple) |
Search | Top center | Global search across campaigns, patients, tasks |
Help | Top right | Access help docs, support, keyboard shortcuts |
User Menu | Top right (avatar) | Profile, settings, logout |
Organization Switcher
If you belong to multiple organizations, use the org switcher to toggle between them.
[INSERT IMAGE: Organization switcher dropdown menu]
To switch organizations:
Click your organization name in the top left
Select the organization you want to switch to
The entire interface updates to that organization's data
📘 Note
Each organization has completely separate data. Switching organizations doesn't merge or share data.
Global Search
The search bar at the top center lets you quickly find anything in Rivvi.
What you can search:
🔍 Campaigns by name
👤 Patients by name, phone, MRN
✅ Tasks by description
📞 Calls by outcome or patient
[INSERT IMAGE: Search bar with suggestions dropdown]
To search:
Click the search bar or press
/(keyboard shortcut)Type your search term
Results appear as you type
Click any result to navigate directly to it
💡 Tip
Use keyboard shortcut Cmd+K (Mac) or Ctrl+K (Windows) to open search from anywhere.
User Menu
Click your avatar (top right) to access your personal settings and account options.
[INSERT IMAGE: User menu dropdown]
User menu options:
Option | What It Does |
My Profile | Edit your name, email, photo |
Personal Settings | Notification preferences, password, 2FA |
Help & Support | Open help docs, contact support |
Keyboard Shortcuts | View all shortcuts |
Log Out | Sign out of Rivvi |
Main Content Area
The main content area changes based on which section you're viewing. Common elements include:
[INSERT IMAGE: Main content area showing typical layout]
Common Elements
Page Header
Page title
Action buttons (Create, Filter, Export, etc.)
Breadcrumbs (when in nested views)
Filters & Search
Section-specific filters
Date ranges
Sort options
Data Tables
List views with sortable columns
Pagination
Bulk actions
Detail Views
Full information about selected item
Related data
Action buttons
Key Sections Deep Dive
Dashboard
Your home base - see everything at a glance.
What you'll see:
📊 Key metrics (calls made, tasks completed, success rate)
📈 Activity graphs
🚨 Recent alerts or issues
⚡ Quick actions (create campaign, upload patients, etc.)
[INSERT IMAGE: Dashboard with all widgets labeled]
💡 Tip
Use the time range selector (24h, 7d, 30d, 90d) at the top right of the dashboard to change the metrics timeframe.
Campaigns
Manage all your patient outreach campaigns.
Main views:
All Campaigns: List of all campaigns
Campaign Detail: View specific campaign, runs, settings
Create Campaign: Start from templates
[INSERT IMAGE: Campaigns page showing campaign list]
Quick actions:
Click Create Campaign to start new
Click any campaign name to view details
Use filters to find specific campaigns
Patients
Your patient directory and data management hub.
Main views:
Patient List: All patients with search and filters
Patient Detail: Individual patient profile
Import: Upload patient data
[INSERT IMAGE: Patients page with search and filters]
Quick actions:
Search by name, phone, or MRN
Filter by engagement status
Export patient lists
View individual patient history
Tasks
Follow-up tasks generated from campaigns.
Main views:
Task List: All tasks with advanced filtering
Task Detail: Individual task information
[INSERT IMAGE: Tasks page with filter panel open]
Quick actions:
Filter by status (Open, Resolved)
Assign tasks to team members
Resolve tasks with notes
Use AND/OR operators for complex filters
Calls (Interactions)
Review call logs, recordings, and outcomes.
Main views:
Call Dashboard: Statistics and charts
Call List: All interactions with filters
Call Detail: Individual call information
[INSERT IMAGE: Calls dashboard with outcome distribution chart]
Quick actions:
Filter by outcome (Success, Failure, No Answer)
Listen to call recordings
Read transcripts
Export call data
Calendar
Manage patient appointments (requires Cal.com or Calendly integration).
Main views:
Month View: Calendar grid
Week View: Detailed schedule
Bookings List: All appointments
[INSERT IMAGE: Calendar in month view]
Quick actions:
Switch between month/week views
View booking details
Filter by status (Confirmed, Pending, Cancelled)
Note
Calendar only appears in navigation if you have Cal.com or Calendly integrated. Set up integrations in Settings → Integrations.
Compliance
Maintain HIPAA and TCPA compliance.
Main views:
Opt-Outs: Patients who opted out
DNC List: Do Not Call list management
Audit Logs: System activity logs (Admin only)
[INSERT IMAGE: Compliance page showing opt-outs list]
Settings
Configure organization and personal preferences.
Two main sections:
Personal Settings
Your profile
Password and 2FA
Notification preferences
Organization Settings (Admin only)
Organization info
Team management
Data dictionaries
Integrations
Phone/SMS settings
[INSERT IMAGE: Settings sidebar showing personal and organization sections]
Navigation Tips & Tricks
Keyboard Shortcuts
Shortcut | Action |
/ or Cmd/Ctrl+K | Open search |
G then D | Go to Dashboard |
G then C | Go to Campaigns |
G then P | Go to Patients |
G then T | Go to Tasks |
? | Show all shortcuts |
💡 Tip
Press ? anywhere in Rivvi to see a complete list of keyboard shortcuts.
Breadcrumbs
When viewing nested pages, use breadcrumbs to navigate back:
[INSERT IMAGE: Breadcrumb trail showing: Campaigns > Q1 Medication Adherence > Run Details]
Click any breadcrumb to jump directly to that level.
Tab Navigation
Many detail pages use tabs for organization:
[INSERT IMAGE: Campaign detail page showing tabs: Overview, Runs, Settings, Analytics]
Click tabs to switch views without leaving the page.
Mobile Experience
Rivvi works on mobile browsers, but some features are optimized for desktop.
Mobile-friendly:
✅ Dashboard viewing
✅ Task management
✅ Call logs and recordings
✅ Patient search
Better on desktop:
📋 Creating campaigns
📊 Advanced analytics
⚙️ Settings configuration
📁 File uploads
💡 Tip
For the best mobile experience, use Chrome or Safari on iOS/Android. The sidebar automatically collapses on mobile.
Browser Requirements
For the best Rivvi experience, use:
Browser | Minimum Version |
Google Chrome | 90+ |
Mozilla Firefox | 88+ |
Safari | 14+ |
Microsoft Edge | 90+ |
⚠️ Important
Internet Explorer is not supported. Please use a modern browser.
Common Questions
Can I customize the sidebar order?
Can I customize the sidebar order?
No, the sidebar order is fixed to ensure consistency across all users.
Why don't I see Calendar in my sidebar?
Why don't I see Calendar in my sidebar?
Calendar only appears if your organization has Cal.com or Calendly integrated. Check with your admin.
Q: How do I know which organization I'm in?
A: Your current organization name is always displayed in the top left corner.
Q: Can I open multiple Rivvi tabs?
A: Yes! You can open multiple tabs and they'll stay synced. Changes in one tab will reflect in others after refresh.
Q: What does the red badge number mean?
A: Red badges show the count of items needing attention (e.g., open tasks, unread notifications).
Q: Can I hide sections I don't use?
A: No, but your admin can control which features are available to your organization.
Next Steps
Now that you know the interface: