In-App Help Chat
The help chat is a floating AI assistant you can open from the sidebar. Ask it questions about how Rivvex works, and it’ll give you an answer based on the page you’re on and what you’re looking at.
Required role: Everyone
Opening Help Chat
Click the question mark icon in the sidebar. A chat panel opens in the bottom corner.
What It Can Answer
The help chat knows about Rivvex’s features and can see what page you’re on. If you’re looking at a specific job, customer, or piece of equipment, it can pull up details about that record to give you a more specific answer.
Some examples:
- On a job page: “How do I add a second job type to this job?”
- On the schedule: “How do I assign a crew to a day?”
- On an invoice: “What happens when I mark this as sent?”
- On a customer page: “How do I add a second contact?”
Supported Pages
The help chat works best on these pages, where it can pull in live data about the record you’re viewing:
- Jobs (list and detail)
- Customers (list and detail)
- Equipment instances (detail)
- Invoices (detail)
- Quotes (detail)
- Schedule
On other pages, it’ll point you to the docs site for more detailed answers.
Contact Form
If the AI can’t help, or you’d rather talk to a person, click Contact us at the bottom of the help chat. That opens a form where you can send a message to the Rivvex team.
Help Chat vs. Docs
The help chat is great for quick, page-specific questions. The docs site (what you’re reading right now) has more complete guides and walkthroughs.
Use the help chat when you’re in the middle of something and need a quick answer. Use the docs when you want to learn a whole feature from scratch.