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Tips & Tricks: Add Instant Insights to Snapshots with Riva AI Summary

Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated over 2 weeks ago

💡Want a quick, intelligent overview of your dashboard?

With Hurree’s Riva AI Summary, you can automatically generate a written explanation of your dashboard’s key data points, without needing to analyze every metric yourself. It’s the perfect way to simplify reporting, share context, or get a bird’s-eye view at a glance.

🤖 What is the Riva AI Summary?

The Riva AI Summary uses artificial intelligence to scan your dashboard and generate a concise explanation of the most critical trends, highlights, and insights. It’s fast, precise, and ready to use wherever you need it, like in PDFs, emails, or presentations.

🛠️ How to Use the Riva AI Summary in a Snapshot

Step 1: Pick Your Dashboard

Start by opening the dashboard you'd like to summarize.

🔍 Note: AI Summary is only available on dashboards with data. If your dashboard is empty, the option won’t appear.

Step 2: Launch the AI Summary

Click the AI Summary button at the top of the screen. This tells Riva to start analyzing your dashboard.

Step 3: Let Riva Do the Work

Riva will process your dashboard and generate a natural language summary. This might take a few seconds, depending on the amount of data.

Step 4: Skip the Wait (Optional)

Don’t want to wait? Hit the space bar to fast-forward straight to the summary once it's ready.

Step 5: Use the Summary Your Way

When the summary appears, you’ve got a few options:

  • 📄 Attach to PDF Export – Add the summary to your dashboard’s PDF report.

  • 📋 Copy to Clipboard – Grab the summary to paste into a document, slide deck, or message.

  • 📧 Include in Email Snapshot – Share the summary automatically with anyone you send the dashboard to.

Step 6: Use Riva's Suggest for Data Insights

  • Click the Riva Suggests button at the bottom of the summary to see the top three recommendations for improving your data.

These suggestions may include:

  • Enhancing your content strategy

  • Optimizing Facebook ads for higher conversion rates

  • Other data-driven insights tailored to your dashboard

Riva Suggests in the Chatbot:

  • Get follow-up question suggestions

  • Access relevant resource links

  • Navigate directly to the Hurree Helpdesk for additional support

Step 7: Provide Feedback with Upvote & Downvote

  • Help improve AI-generated summaries and chatbot responses by using the upvote or downvote feature.

  • Your feedback helps Riva refine her accuracy and ensures better recommendations in the future.

Step 8: Customise Tone and Language

Before using or sharing your summary, you can adjust the tone and language to suit your audience.

  • Change the tone by clicking the dropdown beside the AI Summary button. Choose from Professional (default), Casual, Engaging, or Sassy.

  • Translate the summary into one of 150+ languages to ensure clear communication across regions.

This enables you to tailor your AI summary for improved alignment with your brand's voice and audience needs.

⚡ Why Use Riva AI Summary?

  • Save time writing manual reports

  • Easily share insights with non-technical stakeholders

  • Add context to visual data without overloading your dashboard

  • Perfect for quick updates, team check-ins, or client reporting

💬 Questions You Can Ask Riva AI Assistant:

  • “How do I add an AI summary to a snapshot?”

  • “What is Riva AI Summary used for?”

  • “Can I include a summary in a dashboard PDF?”

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