The RISE AI can now create, view, update, and delete notes and property preferences on your contact records. Instead of going into each contact, use the RISE AI to perform actions on your contacts.
What the RISE AI Can Do for Your Contacts
How to Use the RISE AI to Update Contact Information
What the RISE AI Can Do for Your Contacts
Among the things that the RISE AI can do for your contacts:
Notes — create, view, update, and delete notes in a contact record. The notes are timestamped and attributed to you automatically.
Property preferences — view, update, and delete notes in a contact record. You can even request mutiple field updates in one conversation.
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Make updates to:
Tags
Contact type
Workflow stage
Language preference
Tasks
Contact field delete (name, phone, email, address)
How to Use the RISE AI to Update Contact Information
Open the RISE AI
In this example, I want to add a Seller designation to the Contact Type in Jane Buyer's record. Her current profile does not have this contact type.
Open the RISE AI by selecting the RISE logo.
Type in a prompt to the RISE informing what you would like it to do. For example, you could type:
Add the seller contact type to Jane Buyer
The RISE AI will process this and respond.
Once you give the RISE AI permission to perform the action, the RISE AI will make the changes you have requested.
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