Stay up to date with what’s new in RISE. March is a big one — AI improvements, Buyer Tours, CSV uploads, and a handful of updates that make everyday contact management faster and more flexible. Review the linked help resources to learn more, and reach out to your Customer Success Manager for support implementing these updates.
AI Enhancements
This month, we are excited to roll out several key improvements to the AI within the platform:
What’s New: RISE AI chat can now expand to fill your entire browser window’s workspace— a full-screen layout built for longer conversations and detailed responses.
Benefits: Read and work through AI answers more comfortably, without the limits of a side panel.
What’s New: RISE AI now shows progressive status messages — like “Reviewing,” “Analyzing,” and “Compiling” — while generating a response.
Benefits: Clear, step-by-step status updates make it easier to trust and stay engaged with AI responses, especially for complex or time-consuming requests.
What’s New: The RISE logo animation now spins continuously for your first 3 days, then animates once per hour as a subtle ongoing cue.
Benefits: A small but consistent moment of polish added to your everyday experience, without becoming a distraction.
Learn more about how to engage with the AI tools across RISE in this Help Article.
Buyer Tour
What’s New: Create and share a customized property tour directly from Presentations. Add listings by address or MLS number, arrange stops in the order you’ll visit them, and send buyers a live presentation they can open on their phone — with a driving route set via Google Maps.
Benefits: Give buyers a polished, interactive showing experience without leaving RISE. Buyers can star favorites and leave notes in real time, and you’ll see their feedback as notifications before you follow up — no extra phone calls needed.
Notes: Buyers are not required to authenticate when accessing the presentation. If shared with multiple contacts, feedback will be attributed to the primary contact. Authentication and identity prompts are planned for a future update.
Learn more about Buyer Tours and Presentations using this Help Article.
Canva Assets (from Canva Integration) – Now Accessible via Media Library
What’s New: Import assets from your Canva account directly into the RISE media library. Assets can now be uploaded straight to the Media Library without going through Presentations first, and are immediately available for use in emails and campaigns.
Benefits: No more downloading and re-uploading. Bring your Canva designs into RISE in one step and put them to work in your campaigns right away — in fewer steps than before.
Notes: A connected Enterprise Canva account is required. Upcoming roadmap includes: full native browsing of Canva assets within the RISE image picker and RISE App in Canva Marketplace (available to non-Enterprise Canva users.)
Learn how to access your Canva Assets from the Media Library with this Help Article.
Contact Action Panel
What’s New: Click any contact in your list to open a details panel on the right side of your screen — no need to navigate to the full contact profile. View key stats, notes, tasks, interaction history, and property preferences, and take action directly from the panel.
Benefits: Work through your database faster with everything you need at a glance. Handle follow-ups, add notes, and manage tasks without clicking in and out of individual profiles — no profile-hopping required.
Notes: AI-powered action cards are coming to the contact panel in the next release, surfacing recommendations and next steps alongside contact details.
Try out the Contact Action Panel today, or learn more about it in this Help Article.
CSV Upload
What’s New: Upload contacts to RISE directly from a CSV file. RISE maps common field headers automatically, and you can tag the batch, set subscription preferences, and enroll contacts in a campaign — all as part of the import flow.
Benefits: Get contacts into RISE from any source — open house sign-in sheets, referral lists, or any CRM export — without a native integration. You’ll receive an email and in-product notification when your import is complete so you can get to work right away.
Notes: Contacts synced to Google personal accounts are subject to a 25K limit. RISE will notify you if your file exceeds your integration’s limit and prompt you to store contacts in RISE only.
Learn more about how to upload your contacts using CSV Uploads with this Help Article.
Date-Based Campaign Trigger
What’s New: When building a campaign, you can now pick an exact date for the next action to fire — no more calculating time delays. Just choose Date-Based scheduling alongside the existing Interval option.
Benefits: Build a full marketing calendar inside RISE without manual date math. Holiday campaigns, market event sequences, and anniversary drips all run automatically — and every contact gets the right message at the right time, no matter when they join.
Notes: Date-based steps must be set in chronological order, and the system will prevent out-of-sequence scheduling automatically. New pre-built holiday campaign templates are available to help you get started.
Check out this Help Article to get started.
Migration of Engage Data
What’s New: Key activity for MoxiWorks customers who use our classic Engage product — as you begin your migration from Engage to RISE, you’ll have visibility to the lead updates, presentation views, PDF shares, and contact add/remove history within the RISE contact timeline (labeled as MoxiWorks Activity). New activities sync within approximately 30 minutes, and you can filter your timeline to show only this migrated activity.
Benefits: Your contact history carries over as you transition to RISE. Pick up right where you left off on every relationship without switching between platforms or losing context on past interactions.
If you’re an Engage user who is interested in learning more about your migrated data, check out this Help Article.
Mobile Action Panel
What’s New: The mobile contacts experience now matches the RISE web layout — Tasks, Property Preferences, Notes, and Contact Details are organized in expandable sections. Adding a contact is faster with optional fields hidden by default, and tapping Email opens your mail client with the address pre-filled.
Benefits: Better organized and faster to navigate, the updated mobile experience puts everything you need within reach and cuts out the clutter. One tap to email means fewer steps between you and your next follow-up.
Try it out in the platform yourself, or learn more with this Help Article.
New Fields on Property Preferences
What’s New: Property Preferences now includes Waterfront, Pool, Basement, A/C, and Views — all multi-select. These fields work in the email editor for property matching, and Engage Save data with these preferences will automatically appear in RISE.
Benefits: Get a more accurate picture of what each contact is interested in, improve property matching emails, and ensure no preference data is lost when migrating from Engage.
Learn more about the available Property Preferences per contact, and how to use them, in this Help Article.
Send on Behalf Of Other Team Members
What’s New: Admins can now send email campaigns as agents in their organization directly from the campaign builder. Select which agent the email should come from, choose recipients from that agent’s tags or smart groups, and the campaign goes out under the agent’s name and branding — all while maintaining transparency about who actually sent it.
Benefits: Streamline campaign execution when team members are unavailable or need support, while protecting your domain reputation. Admins can ensure brand consistency and messaging quality across all agent communications, eliminating delays and keeping campaigns on schedule.
Learn more about this feature, and how it ties back to Work on Behalf Of, here.
