Riva Features
Customizations (4)
Email Platform Integration
Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders.
Email Categorization
Allows for the categorization of emails.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Security (2)
Compliance Monitoring
Monitors data quality and sends alerts based on violations or misuse.
Data Loss Prevention
Stores data securely either on premise or in an adjacent cloud database to prevent loss of data at rest.
Compliance (3)
Governance
Allows users to create, edit, and relinquish user access privileges.
Data Governance
Ensures user access management, data lineage, and data encryption.
Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Administration (3)
Policy Enforcement
Allows administrators to set policies for security and data governance.
Auditing
Analyzes data associated with web traffic and site performance to provide vulnerability insights and best practices.
Workflow Management
Creates new or streamlines existing workflows to better handle IT support tickets and service.
Integrations (5)
MS Teams Integration
This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers.
Zoom Integration
This software integrates with Zoom.
Google Meet Integration
This software integrates with Google Meet.
Salesforce Integration
This software integrates with Salesforce.
Branding & Customizatio (3)
Custom Booking Page
Provide the ability to create a custom booking page.
Personalized Links
Provide the ability to create custom scheduling URLs.
Personalized Web Embed
Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
Allow users to set automatic working hours.
Automatic Updates
Automatically update calendars after a meeting has been booked.
Buffer Times
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes




