An AI employee,
not a chatbot.
RiseAgent is the AI layer that runs across your whole platform — qualifying leads, drafting responses, triggering workflows, running voice conversations, and learning what works. Built in. Included at every tier.
Agents that take real actions.
Not a chat window. A multi-step agent layer that runs across the platform — qualifying leads, routing them, drafting follow-ups, updating records, and triggering automation, all without a human in the loop.
- Qualify and score every new lead with your business rules
- Route to the right pipeline, owner, or campaign automatically
- Draft personalized responses ready for human approval
- Update CRM records and trigger workflows based on intent
- Learn what's working in your account and adapt over time
Saw you ran a quote on our rate sheet yesterday for the 8-unit in Tampa. The DSCR program you priced has a 7-day pre-approval option that might tighten your close timeline...
Drafting in your voice,
not a generic one.
Landing pages, emails, SMS sequences, and ad copy — generated in your brand voice and trained on what's actually converting in your account. The AI doesn't guess at tone. It learns it from your wins.
- Email campaigns, sequences, and 1:1 reply drafts
- SMS sequences with built-in compliance guardrails
- Landing pages, funnel pages, and ad copy
- Brand voice trained on your existing top-performing content
- Human approval before anything ships — or full autonomy on Pro
Conversations handled.
An AI employee that runs inbound voice calls, outbound dials, web chat, SMS, and email — with full CRM context and your business rules. Hands off to a human the moment things get interesting.
- Inbound voice with natural turn-taking and pipeline-aware routing
- Outbound dials for qualification, callbacks, and reactivation
- Web chat that sounds like a human, not a knowledge-base bot
- Two-way SMS conversations with full message history in CRM
- Live handoff to your team with full transcript and context
Connected to every part of the platform.
RiseAgent isn't a separate product you bolt on. It's the AI layer wired through every tool in the stack, with full CRM context and the ability to take real actions, not just talk about them.
Full CRM awareness
Every contact, deal, message, and activity is part of the agent's working memory. No re-introducing yourself to the AI.
Real tool use
Updates records, books calendars, sends messages, triggers workflows. Not just text in a chat window.
Trained on your wins
Identifies what's converting in your account and adapts drafts, scoring, and routing to match.
Your rules, not the LLM's
Set qualification criteria, escalation thresholds, brand voice constraints, and compliance rules. The agent enforces them.
You don't pay extra to use AI.
RiseAgent is included from Kickstart up. You pay a platform fee plus usage — tokens, voice minutes, SMS segments — at progressively lower rates as you scale up.
See RiseAgent in your workflow.
30 minutes. We'll show you what RiseAgent does for a business that looks like yours — not a canned demo on a fake account.
Book a 30-min AI demo