Send answers to a PI

Navigator lets you send a chat response to a Principal Investigator (PI) by email. The PI receives the answer along with context, and you can track delivery in your Inbox.

Before you send

1. Add PI contacts for the protocol - see PI contacts.
2. Complete a chat response you want to share.
3. Ensure the correct study collection is selected in the sidebar's Study collection picker.

Send to PI

1. On the chat message, click Send to PI.
2. Select a PI contact from the dropdown (contacts are filtered by the current protocol when possible).
3. Optionally add a note or edit the message body.
4. Click Send.

Navigator sends the email through research@rightview.ai, with the sender's name shown in the "From" line - for example "Jane Doe (Your Site) via Rightview" - so the PI can see at a glance who actually sent it, not just that it came from Navigator.

Track in Inbox

Open Notifications from the sidebar to see items you have sent:

• Recipient name and email
• Protocol and message preview
• Sent date and status

Click an inbox entry to jump back to the related conversation.

Medical monitor inbox

Medical monitors use My PI Inbox to manage PI-related correspondence. The workflow is similar but scoped to the monitor's assigned protocols.