Accessing AI in RISE

How would like someone to analyze your campaigns, emails, and contacts with a focus on how to gain greater engagement, more responses, and increased business?  Meet that someone -- the AI assistant in RISE.  Here's how to access RISE AI to analyze your business.

Accessing the AI Assistant from Your Dashboard

Accessing the AI Assistant from Your Dashboard

Your dashboard may show a message inviting you to access the AI Assistant to analyze the opportunities you have based on what you have sent out, who you have added into RISE, and actions you have taken.  Selecting the Open RISE AI Chat or similar messaged button will open the RISE AI Assistant to help you analyze opportunities.

If there is no panel to open RISE AI, select the RISE circle logo on the top of your applications bar.  The logo may be spinning to let you know there are new opportunities that AI has found in your database.

Once you open the AI panel, type your question into the Ask Me Anything box.  RISE will indicate it is thinking or researching and then provide you with an answer.

RISE AI is perfect for diving into your database and marketing to determine trends, appeal, and next steps. It cannot help with items that are outside of your database.

Need more room for your RISE AI?  Select the expansion icon to have the AI fill your screen.  Select it again to shrink the RISE AI panel to its original size.

Related to

• AI
• RISE