Sales · Team lead · reports to SERAComing soon
Know whether your pipeline is real. From an agent that cannot change it.
RIVA is coming soon. It will check your deals for missing or out-of-date data, flag stalled ones, show where the funnel slows and report the credits your agents use. RIVA only reads, so a person makes every fix.
Every pipeline review turns into an argument about whether the numbers are real.
Reports look clean because the people who build them also tidy them. RIVA will report what the records say, and your team will fix what it finds.
a typical day
What a day with RIVA looks like Real screens from the product, as it ships today. Scroll through the day.
- 08:3001 of 04
Checks your pipeline data
Each check will run every rule, including the ones that find nothing. So a clean report is proven, not assumed.
- 10:1502 of 04
Flags stalled deals
RIVA will list any deal that has sat in one stage past your limit, with the number of days. Acknowledging the alert does not stop the clock.
- 13:0003 of 04
Shows where the funnel slows
Open deals in each stage, their value, how long they sit and how often they move on. Leads not yet in a deal are counted separately.
- 16:2004 of 04
Reports credits used
What your workspace used in the last 30 days against its allowance, by agent, in credits only.
working together
How one question becomes a pipeline you can trust on Monday Once RIVA arrives, your Monday review will start from what the records say. A person fixes what RIVA finds.
- 01your peopleErica → SERACan we trust the pipeline before Monday’s review?
- 02ai chief of staffSERA → RIVACheck every deal. Show every rule, not just the ones that failed.
- 03team leadRIVA → SERA91 percent clean against a 95 percent target. Two deals have stalled, and one is past its close date.
- 04team leadRIVA → SamBramble & Co has been in Proposal Sent for 9 days. Only you can set the new close date.
- 05your peopleSam → DEXARecord a next step with Bramble for Thursday.
- 06team leadRIVA → EricaChecked again: Bramble now has a date and a next step. That rule is clean.
step by step
See every step RIVA takes Each job keeps a plain record: what it looked at, what it did, what it checked, and where it stopped to ask a person.
- 01Read the deals
The same open deals DEXA works on, checked by the same rules.
- 02Check every rule
Every rule is listed, including the ones that found nothing.
- 03Find stalled deals
Any stage unchanged past the limit, with the number of days.
- 04Check the numbers
If a reply quotes a number the records did not produce, it is replaced.
- 05Hand it to a person
RIVA names what is wrong and where to fix it. A person fixes it.
under the hood
What RIVA works with What it reads, what it knows how to do, the checks that watch it, and the approvals every action passes before anything leaves.
one shared room
Your team and RIVA work in the same room No side chats. RIVA works in the Sales team room next to your people and the agents it hands work to, and every message is kept with who said it.
where it fits
Where RIVA sits in your growth team N leads the whole team. Three chiefs of staff run Marketing, Sales and Content. Your people set the direction and approve the work.
DRIS
NIA
HOOK
Echo
MOXA
CORA
RUPA
FOLIO
AlphaTakes work from
- SERAThe data rules the team agreed, and the questions behind each review.
- Your peopleThe stall limit, set per stage in Sales settings.
Hands work to
- Your peopleEvery problem, linked to the record where a person fixes it.
- SERAAI Sales Chief of StaffPatterns across all deals, for the weekly review.
connections
The tools RIVA connects to It reads what is already in your workspace. Anything it sends goes out through your own accounts, never a shared one.
skills and tools
What RIVA knows how to do Connecting a tool turns nothing on. A person switches on each action, one at a time.
Skills
- 01Hygiene rulesThe named rules every open deal is checked against, each linked to its record.
- 02Stall thresholdsHow many days a deal may sit in one stage before it counts as stalled.
- 03Credits reportCredits used by each agent, against your workspace’s allowance.
- 04The qualification fourThe same four questions DEXA records, checked for missing answers.
- Your CRM recordsReads your workspace's own records, using the stages from your CRM settings.
- Sales settingsWhere the stall limit lives: one default for every stage, with overrides per stage.
What it reads
- 01Stall threshold Starts at 5 days, and each stage can have its own.
- 02Four deal risks Only one contact involved, no next step, a missing qualifying answer and a passed close date. Shared with DEXA.
- 03An empty book With no deals, RIVA reports no score at all rather than a perfect one.
- 04Quota and attainment Not measured yet. RIVA says so rather than guessing.
by industry
How teams like yours use RIVA
- 01Software
CRMs that drift every week with out-of-date stages and idle deals. RIVA will flag each one for its owner to fix.
- 02Banking
The Monday pipeline review for retail and small business sales heads, starting with idle deals and missed close dates.
- 03Insurance
A weekly review for the channel head, built from the records rather than from whoever last tidied the report.
you stay in control
You approve anything that matters RIVA starts by asking first. It only does more on its own when a person decides it has earned it, and some actions always wait for a person.
Always waits for a person
- Every fix RIVA finds, made by a person
- A new close date when the old one has passed
- Any change to the stall limit, made in Sales settings
- Every judgement on what the numbers mean
- 01It only reads. Every RIVA action is a read, so no extra permission changes what it can do. It reports and flags. A person fixes.
- 02Clean is proven, not assumed. Each data check lists every rule, including the ones that found nothing, with the time of the check.
- 03Acknowledging is not fixing. Acknowledging a stall alert does not stop its clock. Only moving the deal forward does.
- 04Every number comes from the records. If a reply quotes a number the records did not produce, it is replaced with the plain answer the system calculated.
Questions about RIVA
What is RIVA?
RIVA is the revenue operations lead on Nagent's Sales team, reporting to SERA, the AI Sales Chief of Staff. It is coming soon. It will check pipeline data, flag stalled deals, show where the funnel slows and report credits used. It is the one agent on the team that cannot change a deal.
Can RIVA fix my pipeline?
No. Every RIVA action is a read. It will name what is wrong and link to where a person fixes it. The fix shows up at the next check.
Will RIVA ever wait for approval?
No, because nothing it does changes a record. The one fix on its screen, a new close date when the old one has passed, is made by a person.
How will it decide a deal has stalled?
When its stage has not changed for longer than the limit in Sales settings. The limit starts at 5 days and can be set per stage.
Why will RIVA agree with DEXA?
Both read one shared definition of what is wrong with a deal. So a deal cannot look clean on one screen and at risk on the other.
Will it report quota attainment?
Not yet. Quota needs commission rules your workspace cannot store yet. So RIVA will report nothing rather than guess.
Will it show what our agents cost in money?
No. It will report credits used against your allowance, never an amount of money or a provider.
RIVA is coming to the Sales team.
A pipeline report nobody can make look better without doing the work. RIVA will check and flag. Your people will fix.