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How to Create a Riva AI Summary for a Single Widget
Need a quick insight into one specific metric? With Riva AI, you can now generate summaries for individual widgets, giving you focused, actionable insights at the most granular level.
Step 1: Open Your Dashboard
Start by navigating to the dashboard that contains the widget you want to summarise.
Step 2: Hover Over the Widget
Find the widget you want to generate a summary for, then hover your mouse over it until an ellipsis (three dots) appears in the bottom right corner.
Step 3: Click the AI Summary Icon
Click the AI Summary in the dropdown. If the widget contains data, Riva will begin generating a summary for that specific metric.
Note: If the widget has no data, the AI Summary icon will not appear.
Step 4: View the Summary
Riva will generate a concise summary based on the widget’s data. This typically takes just a few seconds. You can press the space bar to skip the waiting time once the summary starts processing.
Step 5: Choose How to Use the Summary
Once the summary appears, you can:
Copy to Clipboard – Paste the insight into an email, report, or message
Attach to PDF Export – Include the widget summary in a dashboard PDF
Share via Email Snapshot – Automatically include the widget’s summary when sharing dashboards via email
Step 6: Get Smart Suggestions with Riva Suggests
Click the Riva Suggests button below the widget summary to view three tailored recommendations based on that specific data point.
Suggestions may include:
Improving campaign performance
Adjusting engagement tactics
Optimising spend based on results
In the Riva Chatbot, you can also:
Explore follow-up questions
Access related articles
Jump to the Helpdesk for deeper support
Step 7: Customise Tone and Language
Make the summary your own:
Change the tone to match your communication style: Professional (default), Casual, Engaging, or Sassy
Translate the summary into over 150 languages for sharing with global teams or regional stakeholders
Customising the tone and language ensures your insight fits seamlessly into your brand’s voice and messaging.
Step 8: Provide Feedback
Use the upvote or downvote icons beside the summary to rate its usefulness. Your input helps Riva become more accurate and valuable over time.
Important Note
You can generate Ten widget summaries per widget per day
Widget summaries refresh daily at 00:00 UTC
Use Riva AI’s widget-level summaries to get straight to the point and drive smarter, faster decisions based on individual metrics.