Documentation

The 20% of docs that cover 80% of practices.

audit the outcome · verify activation · prove it every Friday

Riley is approval-first and Slack-delivered, so most setup is OAuth and brand-voice configuration. The rest is concrete workflows and integration notes.

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Integrations
Workflows
Trust
Outcomes
API

Integrations

Riley plugs into 24+ named integrations directly, plus 3,000+ apps through our integration partner network.

Slack (LIVE)

Native bot. Approval-first review replies, weekly digest, missed-call recovery.

Google Business Profile (LIVE)

OAuth-first. Riley reads every review, posts on approval, drafts GBP Q&A.

Dental PMS (Pilot)

Per-practice activation during onboarding for Open Dental, Eaglesoft, Denticon via our PMS bridge. Appointments and recalls read-only at launch, scoped per approved pilot.

Phone agent (Roadmap)

Outbound calls + missed-call SMS recovery today; inbound AI voice receptionist is on the roadmap.

Billing (Beta)

Stripe checkout + customer portal. Checkout captures payment, opens the customer portal for plan changes, and activates your subscription.

3,000+ apps (Beta)

Gmail, HubSpot, Notion, Linear, GitHub, and the rest of your stack via our integration network. Availability varies by app, confirmed during setup.

Workflows Riley ships with

Five concrete workflows. Each shipped tested. You approve everything before it goes live.

Review reply

PHI-scanned drafts in your voice, approved in Slack, posted to GBP.

Missed-call recovery

Riley's phone agent catches missed calls and drafts a personalized SMS recovery.

Hygiene recall

Reads PMS, segments past-due patients, drafts the recall SMS.

AEO signal work

Tracks 6 signals AI search uses; drafts FAQ + schema to close gaps.

Owner weekly brief

Monday morning Slack digest. 4 numbers, no logins, optional PDF.

Trust + governance

Riley is approval-first and HIPAA-aware by default. Per-tenant egress policy you control.

Approval queue

Every external action gates on owner approval. Configurable per workflow.

HIPAA pathway

BAA available for HIPAA-covered workspaces under a signed agreement. PHI scanner on every outbound message.

Egress policy

Choose where your data is allowed to be processed: default, BAA-covered AI only, or fully on-premise. Set per workspace from settings.

Trust center

Compliance roadmap, sub-processor list, security disclosures.

Outcome ledger

Riley writes every recovered patient, posted reply, and recall response to a per-tenant ledger. ROI proof you can take with you.

What gets logged

Reviews replied, calls recovered, recall responses, AEO citations gained.

Where it lives

Per-tenant table, visible in your dashboard, exportable as CSV/JSON.

Why it's a moat

Cancel anytime and take your outcome history. No lock-in via opaque metrics.

API + advanced

Most practices never need this. But if you want to plug Riley into custom workflows, the API is here.

Webhooks

Riley posts review events, recovery events, recall events to your webhook.

Bring your own connector

If an integration isn't in our list, bring your own via MCP or our connector framework. Contact support to wire it up.

Custom skills

Practice-specific skills can be drafted with Riley in Slack. Ask and we wire it up.

Got a question we didn't answer?

The fastest path is Slack. Once you've signed up, ask Riley directly. She'll route to a human if she can't answer.