Sales Advisor is your in-app AI sales coach. It is built for outside salespeople who need quick, practical help while they work—before a visit, between calls, or when planning the day. You chat with Sales Advisor in plain language, the same way you might ask a colleague for advice. It…
The clients you see can be transferred from a spreadsheet into Rithm. It is the best way to get started because it personalizes Rithm with clients you know about. Rithm’s optimizer can then automatically create a great plan to see them based on where they are at, their availability, when…
Rithm’s Auto-Scheduler (the “Okay – make my day!” experience) normally builds a visit plan from your full set of eligible clients. You do not have to limit that pool every time. Sometimes you will want to narrow it. You may have more clients than time, be traveling in one area,…
As an outside sales professional, keeping track of numerous clients and their availability can feel overwhelming. Quotas change, territories shift, and manually planning every day can take time away from selling. That’s where Rithm’s Auto-Scheduler comes in. It helps you keep track of client meetings and suggests who should be…
How to reschedule a meeting: Note, you do not need to adjust the time of meetings that are automatically scheduled by the Rithm optimizer. If you manually add a meeting, Rithm’s optimizer will automatically remove its suggestions that conflict when you optimize the next time. If you do adjust the…
To delete a scheduled meeting: Note, you do not need to delete suggested meetings that are automatically scheduled by the Rithm optimizer. If you manually add a meeting, Rithm’s optimizer will automatically remove its suggestions that conflict when you optimize the next time. For example if Rithm’s optimizer suggests a…
To change your password if you are logged in on the desktop app, go to Settings –> Change Password. You can find it here. Note that you cannot change passwords on the mobile app. The mobile app password and desktop app passwords are the same. If you forgot your password…
You can start by emailing us at: support@rithmai.com For even quicker answers, try our FAQ page https://www.rithmai.com/support/faq/