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BHG | Moxi RISE Mobile App — Onboarding Guide
Navigate to the Top 5 section. RISE has already selected your highest-priority contacts based on engagement signals. Each contact comes with a pre-drafted suggested message — review it, personalize if desired, and hit Send . You can also call or set a follow-up task directly from this screen. AI-suggested messages save 30+ min/day 🏠 Browse & Match Listings Tap Contacts and select any client to view their property preferences. RISE will show matched listings it has surfaced for them. You can send a listing directly to a client or add notes about their feedback after a showing. 📣 Review & Approve Campaigns Tap the Marketing tab to see campaigns RISE has prepared for your contacts. Review any pending campaigns, make edits to personalize the copy or design (via the Canva integration), then approve to schedule delivery automatically. 🔔 Respond to Notifications Enable push notifications so RISE can alert you in real time when a contact engages with your content, views a listing, or triggers a behavior signal. Tap the notification to jump straight to that contact and take action while the moment is hot. Turn on in Settings → Notifications
Pro Tips for BHG Agents
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📲 Add to Your Home Screen Pin the RISE app to your first home screen page so it's the first thing you see every morning — habit drives results.
🔄 Sync Your Full Contact Database RISE is only as powerful as your data. Import all past clients and prospects — even dormant ones. The AI often finds opportunities in contacts you've forgotten about.
✏️ Personalize Before Sending AI drafts are a starting point. Adding a personal detail ("Hope the kitchen reno is
📅 Set a Daily RISE Routine Agents who check RISE at the same time each morning (8–9 AM) report the highest
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