What does AI in RISE actually do on a busy workday? Host Taylor sits down with Christina from MoxiWorks to explain the action loop, the reason RISE is native AI rather than AI bolted on. Every signal, from email engagement to presentation views, feeds what RISE recommends next, and it learns from what agents do. Christina walks through RISE AI Chat on desktop and mobile, including updating contact records just by asking, and opens the hood on Top Five Contacts to show how it picks who needs attention today and why.
Christina also covers how the dashboard lets agents ask questions instead of building reports, and shares what’s coming soon: an expanded partner network, proactive automation suggestions, and deeper Today in Your Market integration. The episode ends with simple homework. Ask RISE AI Chat one question this week, and clean up five contacts, because better data means better recommendations.
