RIAX support

Help for platform users and implementation teams.

Support for access, integrations, meeting processing, task synchronization, compliance workflows, and client-health questions.

Common topics

Start with the system that produced the issue.

Meeting processing

Bot attendance, transcript status, speaker attribution, follow-up output, or MIS calculation.

CRM and tasks

Contact matching, note delivery, task creation, assignment, status, or sync conflicts.

Compliance

Review queue, severity, false positives, permissions, notifications, or audit history.

Client health

Data coverage, component scoring, client matching, advisor visibility, or health alerts.