Stay up to date with what’s new in RISE each month. We showcase the latest enhancements to the platform and the impact they can have for your team. Review the linked help resources to learn more, and reach out to your Customer Success Manager for support implementing these updates.
Table of Contents
March 2026
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.
February 2026
Keep Track of Your Email’s Integration Status
What’s New: Check your contact integration status anytime in Settings > Integrations. Instantly see whether your account is connected and know when to reconnect or contact support if needed.
- Benefits: Stay confident that your preferred account remains synced with your RISE account, with clear, real-time visibility into its connection status, and know when you need to reconnect.
Check out this article in the Knowledge Center to know what to look for when checking your integration status.
Easily Navigate Your Entire Pipeline from Contacts
What’s New: Workflows has been merged into Contacts, allowing agents to manage their entire contact list and sales pipeline in one place, switch between List and Board (funnel) views, and access Tasks directly within the Contacts section; Workflows no longer appears as a separate item in the left-hand navigation.
- Benefits: Manage your entire pipeline in one place without jumping between separate sections. Spend less time navigating and more time working with your contacts.
Learn more about how to navigate your contacts and associated tasks, here.
Store Notes for Each Contact
What’s New: Manually add, edit, and delete notes directly on contact records to capture information that matters to you.
- Benefits: Store critical client details beyond standard fields—track past conversations, preferences like indoor finishes, or any other information that helps you deliver personalized service.
- Note: Deleted notes cannot be recovered. Stay tuned for additional enhancements including the ability to store links and URLs.
Store (More) Personal Information on Contact Cards
What’s New: New fields are now available on Contact cards: Suffix, Company, Preferred Name, Birthday, House Anniversary, and Language Preference. These additions provide deeper detail on every contact record and can be used in your campaigns and emails for more dynamic personalization and automation.
- Benefits: Capture richer client information to better segment your database, tailor your outreach, and automate meaningful touches like birthday greetings or house anniversary messages—while powering more customized campaigns and communications.
Learn more about how to use each of these fields across the RISE platform in this Knowledge Center article.
Easily Reset Your Password
What’s New: You can now easily create a new password when you forget yours, without having to contact our Support team.
- Benefits: Update your password without having to contact support, so you can access your account on the go. You’ll be asked to submit the email address associated with your account, and a reset password link will be sent to your email address, with the opportunity to reset your password.
Check out this Knowledge Center article to learn more about resetting your password, or try it out in the platform yourself today.
Take Bulk Actions on Contacts
What’s New: Bulk contact management allows you to update tags, classifications, stages, or subscription status across multiple contacts simultaneously. Select one or many contacts and apply changes in a single action.
- Benefits: Save hours on contact management by updating dozens or hundreds of records at once instead of one-by-one, making it faster to segment your database for targeted campaigns and keep your contact organization aligned with how prospects move through your funnel.
Learn more about completing Bulk Actions on Contacts, including what you can’t do in bulk, here.
Manage Your Dashboard
What’s New: Drag-and-drop widget customization lets you rearrange your dashboard layout and save your preferred configuration. As new widgets become available, continue personalizing your workspace to match your evolving needs.
- Benefits: Focus on what matters most by positioning your highest-priority metrics and insights front and center, so you spend less time searching for information and more time acting on the opportunities that align with your specific selling and buying strategy.
Try in your own account today, or visit the Knowledge Center to learn more.
January Releases 2026
Set Up Your Canva Integration
What’s New: Connect your Canva enterprise account to access designs directly from the RISE Media Browser. Browse and select assets from your Canva account to upload and use in presentations (CMAs) and emails—no more downloading and re-uploading files.
- Benefits: Eliminate the time-consuming download-upload process and maintain consistent branding. Create polished, professional content faster by keeping your design workflow in one place—no more switching between apps or managing duplicate files.
Stay tuned for additional enhancements to this integration in upcoming months, including templates for newsletters and social content, plus access to your Canva resources from additional locations across the RISE platform.
Learn about the Canva integration →
Manage Contact Integrations With Your Email
What’s New: New users can now import their contacts with a single click during onboarding. Your contacts sync instantly from your chosen integrated Email provider, getting you up and running faster than ever. Choose to integrate with Microsoft 365, Google Workplace, or Gmail.
- Benefits: Bring your contacts into RISE and immediately start engaging them with personalized content while the system tracks their behavior to identify high-intent buyers and sellers—plus, any contact updates flow back to your email provider automatically, keeping your database in perfect sync.
- Note: Please choose your email provider carefully—RISE allows only one active email provider sync per account.
Set up your contact integrations →
Workflow Stage Improvements
What’s New: We’ve improved how contact stages work to make your automations more reliable. Contacts now belong to only one stage at a time, so when they move to a new stage, the previous stage’s campaigns automatically end and the new stage’s campaigns begin.
- Benefits: Eliminate conflicting messages and ensure every contact progresses through the appropriate stage. Your automations will run more reliably, with each contact following a single, structured journey.
Share Campaigns With Your Team
What’s New: Collaboration just got even easier across your team. Share your successful campaigns as a template with colleagues and build on proven messaging strategies together.
- Benefit: Help your team close more deals and run better campaigns by sharing your top-performing templates. They’ll get instant email notifications so they can start using them right away.
Learn more about Campaign Sharing enhancements →
Manage Contact Property Preferences
What’s New: Capture and track what your contacts are looking for with the new property preferences feature. Add unlimited property preferences per contact and keep historical records by archiving outdated preferences.
- Benefits: Match clients with properties they’ll truly love by seeing their preferences at a glance—and automatically aligning listings to what they’re looking for. Keep everything up to date by editing preferences yourself, collaborating with your team, or inviting clients to share their criteria through a simple email survey. Then put those preferences to work with dynamic property panels in your emails that automatically match listings to each contact, delivering personalized, relevant properties every time you hit send.
Learn more about Managing and Setting Contact Property Preferences →
December Releases 2025
Engagement at a Glance with the RISE Dashboard
What’s New: Your central command center for daily activities, campaigns, and client engagement. The RISE Intelligent Agent Dashboard consolidates your most critical workflows and data into one intuitive interface, providing a real-time view of your database’s engagement and readiness to help you close deals faster.
- Benefits: Start your day strategically by viewing tasks, campaigns, and hot leads at a glance, with automatic prioritization of your most engaged contacts and instant access to campaign performance analytics. Monitor listing engagement through heat maps to understand what resonates with your database, while empty widget states let you create new tasks or campaigns on the fly.
Learn more about the powerful Agent Dashboard→
Manage Your Presentation Manager Library
What’s New: Create and save custom presentation templates and pages for your listings directly within the platform. Build your personal library of go-to designs that you can quickly apply to new presentations.
- Benefits: Speed up your presentation creation process by reusing your best-performing layouts. Save unlimited templates and pages that are automatically organized by name for easy access.
- Note: Templates and pages are saved to your personal library and cannot be shared with team members in this version.
Learn how to create presentation templates →
Work on Behalf Of Other Agents on Your Team
What’s New: Admins can now work on communications on behalf of team members, making it easier to support your team during absences, training periods, or when assistance is needed.
- Benefits: Keep client communication flowing even when team members are out. Invited users (with existing RISE licenses) can step in to handle time-sensitive tasks without disrupting workflows or sharing passwords.
- Important: Users must accept the Terms of Service before they can impersonate others or be impersonated. All actions performed during impersonation are attributed to the original admin’s account, regardless of who actually completes them.
- Coming Soon: The next upcoming enhancement on this capability includes successfully send the work that is done on behalf of another user.
Learn how to send on behalf of team members →
Promote Integration
What’s New: Existing Promote users can now access Promote functionality directly within RISE.
- Benefits: Create and run online ad campaigns across Google and Meta network.
- Coming Soon: Manage social content and campaigns entirely within RISE, eliminating the need to navigate back to Promote.
