Before the first call comes in, you want to know what your day looks like and where every deal stands. The Morning brief email puts it all in your inbox, every morning, so you can plan your day from your phone before you ever open Rayse.
What it is
One email, once a day, at your morning hour. It covers every journey you own and every journey where you're a co-agent, in three parts:
Today's schedule: what's on your calendar for the day
Your top 5 priorities: the things to do first
Journey status: a short update for each active journey, with a link straight to each one
Where to find it
Select your avatar in the upper-right corner and open your notification preferences. The setting is called Morning brief email.
Step 1: Turn on the Morning brief email
The Morning brief email is off by default, so you'll need to turn it on yourself.
Select your avatar in the upper-right corner.
Open your notification preferences.
Turn on Morning brief email.
That's it. Your first brief arrives at your next morning hour.
Step 2: Check your morning hour and time zone
Your brief arrives at the morning hour you set in My Plan, in the time zone on your account. For example, if your morning hour is 8 AM and your time zone is Eastern, your brief arrives at 8 AM Eastern.
Morning hour: set it in My plan, where you choose when your day starts and ends.
Time zone: select your avatar and check your time zone under your personal information.
Tip: If your brief arrives at an unexpected time, your time zone is the first thing to check.
Step 3: Read your brief and get to work
Start with Today's schedule to see your day at a glance, then work through Your top 5 priorities. Scan the status for each active journey, and select a journey's link to jump straight into it in Rayse.
Tip: Connect your Google or Microsoft 365 calendar so your schedule shows up in your brief. You don't need a connected calendar to get the brief, but your schedule section will be fuller with one.
Working with a co-agent
Everyone gets their own brief. Each agent turns on the Morning brief email in their own notification preferences. No one can turn it on for someone else, including the journey owner.
Co-agents see the journeys they're on. A co-agent's brief covers the journeys they own and the ones where they're a co-agent.
Hand off work with Rae. Tell Rae, for example, "Give that one to Scott." The to-do goes on your co-agent's list and shows up in their next brief. To-dos that aren't assigned to them won't appear in their brief.
Good to know
It goes to your account email. The brief is sent only to the email address on your Rayse account, not to any other emails on your profile, and it can't be forwarded automatically to another address.
No browser needed. The brief is sent from our side, so Rayse doesn't need to be open on your computer or phone.
Only for you. The Morning brief email goes to agents only. Your clients never receive it.
Turn it off anytime. Go back to your notification preferences and turn off Morning brief email.