What does the new RISE mobile app actually do between appointments? Host Larry Wilkins, Customer Success Manager at MoxiWorks, sits down with Jason Lewis from the product team behind the app to find out. Jason walks through the features built for agents on the move: texting presentations straight to clients, running a Quick CMA at a coffee shop, claiming hot leads from a push notification, and talking to RISE AI Chat to pull campaign performance or draft an email. He also explains why chat is tied to each agent’s own data, not a generic assistant.
Larry and Jason cover where mobile fits alongside RISE web, with heavier build work on desktop and real-time follow-up on the phone. They share what’s coming soon, including a cleaner interface and a more connected action loop. Jason also reveals a lesser-known way to get call transcripts into a contact record. His advice for new users is simple: download the app, open Top 5 Contacts first, and send your feedback, because it’s shaping what ships next.
