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Plain-English guides for RIKO, RIFT and your account, written for the person at the front desk.

RIKORIFTAccount & billing
Prefer to ask? RIKO Help is the chat bubble in the corner of this page. It answers from these guides only - it cannot see your account, data or invoices, so please do not paste patient details into it.

RIKO

The AI front desk on your website: knowledge base, widget, bookings, escalation.

Getting started with RIKO

Sign up, run your first website crawl, check the setup checklist on the Home tab, test the bot and put the widget on your website.

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Building the RIKO knowledge base

Where RIKO gets its answers - website crawl, sitemap, uploaded documents, YouTube transcripts, Notion pages - and how to refresh or remove a source.

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Installing the RIKO widget on your website

Copy the embed snippet from the Embed tab, add it to your site, share the standalone chat link, and understand the billing gate and visitor notice.

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Customising how the RIKO widget looks

Every control on the Appearance tab - widget name, colours, glass or solid style, button glow, welcome message and logo - plus the live preview.

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RIKO settings explained

Every section of the Settings tab - widget switch, contact email, bot personality, lead capture, booking fields, Slack, triggers, webhook and integrations.

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How RIKO escalates a conversation

What a visitor sees when RIKO hands a chat to your clinic, the ten escalation triggers, per-clinic keywords, and the safety gate that cannot be turned off.

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Booking enquiries in RIKO

How the bot collects a booking enquiry, what Calendly, Cliniko and Zanda each do with it, the emails that go out, and how to manage the Bookings tab.

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Conversation history, analytics and the monthly report

Reading and managing chats in the History tab, what the Pro Analytics tab shows, and what the monthly email report contains.

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The AI Business Assistant

What the Pro-plan AI Assistant tab can see about your clinic, the kinds of questions it is good at, and what it cannot do.

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RIKO plans, trial and upgrading

What Essentials, Booking and Pro each include, how the free trial works, how to upgrade or change plan, and what happens when a trial ends or a payment fails.

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RIFT

Finds the money your clinic earned but never collected, from your Zanda or Cliniko data.

Getting started with RIFT

What RIFT does, how to run the free first report, create an account, connect Zanda or Cliniko, and read the RIFT Home view.

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Connect Zanda or Cliniko to RIFT

How RIFT gets your data - Zanda export upload, the Zanda API, or a Cliniko API key - how often it syncs, and what each system can and cannot show.

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RIFT leaks explained

Each leak type and follow-up group in plain words, the Leaks tab filters, what "worth checking" coding flags mean, and how an item is resolved or dismissed.

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RIFT follow-ups and patient emails

How RIFT drafts and sends chase emails, when sending is allowed, the Outbox, the Waiting tab, the Update menu, unsubscribes and the health advertising rules.

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RIFT Clinicians, Clients and Trends

What "active clinician" means, how to set per-clinician billing rules and per-client exceptions, and how to read the Trends view in RIFT.

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RIFT settings

Each card on the RIFT Settings hub and what it controls - data source, clinic, fees, leak rules, deadlines, booking prompts, digest and patient emails.

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RIFT pricing and clinician bands

RIFT's four bands, how the active clinician count is measured, what happens when your band changes, the free trial, and the invite-only pilot programme.

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Account & billing

Signing in, sites, subscriptions, invoices, privacy and how to reach support.

Signing in to your account

One login for RIKO and RIFT, what the product cards on the hub mean, resetting your password, and using an invite code.

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Sites, the hub and the desktop app

Running more than one website or clinic on one account, switching between them, adding a site at 30% off, and installing the desktop app.

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Billing and subscriptions

Your billing page, the 14-day trial, what you are charged, discounts and promo codes, cards and invoices, cancelling, and failed payments.

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Referring another business to RIKO

Where your referral code lives, what a clinic you refer receives, and what you receive when they subscribe.

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Privacy and your data

Where your data lives, how it is protected, what to keep out of support chats, and how to request deletion or the MSA and DPA.

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Getting support

The three ways to get help - RIKO Help, the support form in the dashboard, and email - and what to expect from each.

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