Have a conversation with your own knowledge base. Ask questions, get briefings, and surface insights you'd otherwise miss.
Ask rivo is a conversational interface to everything you've captured. Instead of searching and scrolling through captures, you can simply ask a question and get an answer drawn from your own data.
It works like a chat — you type a question, and rivo responds using the facts, tasks, sentiment, and context from your captures. It's like having a personal assistant who's read every note you've ever taken.
Responses are grounded in your captures — facts, tasks, sentiment scores, and relationship history.
Answers stream in word by word so you don't have to wait for the full response.
Mention a person, company, or project and rivo pulls in all their context automatically.
There are three ways to open Ask rivo:
Starting from a connection is powerful. When you open Ask rivo from Jennifer Westbrook's page, rivo automatically includes all of Jennifer's facts, tasks, sentiment, and history in the conversation. You can ask "What are her biggest concerns?" without any setup.
"Brief Me" gives you a comprehensive summary of a connection — their current status, recent activity, outstanding tasks, and relationship health — in one response.
You can trigger a briefing in two ways:
Use Brief Me before every client call. In 15 seconds you'll have their full context — what was discussed, what's pending, and how they're feeling. No more scrambling through old notes.
Ask rivo works best when your questions reference specific connections, projects, or timeframes. Here are some examples:
| Good question | Why it works |
|---|---|
| "What did Kevin Zhao say about the permit timeline?" | Specific person + topic — rivo can find the exact facts |
| "What tasks are overdue for the Henderson renovation?" | Project-scoped — filters to one project's tasks |
| "Who have I not talked to in over two weeks?" | Relationship health — surfaces neglected connections |
| "Summarize everything about Pinnacle Properties" | Company-wide briefing — pulls facts, tasks, people, sentiment |
| "What are Lisa Park's biggest concerns?" | Sentiment-focused — surfaces negative facts and declining trends |
| "What happened last week?" | Time-scoped — summarizes recent captures across all connections |
rivo only knows what you've captured. If you never mentioned a topic in a capture, Ask rivo can't answer questions about it. The more you capture, the more useful your answers become.
Every conversation is saved as a session. You can return to any previous session to continue the conversation or review past answers.
Sessions are named based on the first question you ask. No manual labeling needed.
Your session list appears on the left (desktop) or as a dropdown (mobile). Tap any session to reopen it.
Swipe or tap the delete icon on any session to remove it. This is permanent.
New session vs. continuing. Start a new session when you're changing topics. Continue an existing session when you want to follow up on a previous answer — rivo remembers the full conversation context within a session.
"Brief me" before every important call. It takes 15 seconds and gives you complete context — facts, tasks, sentiment, and suggested actions. You'll never be caught off guard.
Ask follow-up questions. After a briefing, dig deeper: "What specifically did she say about the timeline?" or "When was the last time we discussed pricing?" Each follow-up uses the full session context.
Use it for meeting prep. "What do I need to know before my call with Pinnacle Properties?" pulls together everything relevant — open tasks, recent conversations, relationship health, and pending items.
Start from the connection page. The chat icon on each connection's page pre-loads their full context, making your questions instantly more precise.