You can connect an AI assistant (Claude, ChatGPT, Gemini, or Microsoft 365 Copilot) to Rise. Once it's connected, you can ask questions about your people data in plain language and get answers right inside the chat, without building a report by hand.

Early access: Connecting an AI assistant to Rise is currently available in early access. To request access for your organization, contact Support.

What you can ask

Once your assistant is connected, just ask in everyday language. For example:

• How many employees do we have, and how many in each department?
• Who has a birthday in April?
• What's our average salary by team?
• Who joined in the last 90 days?
• Build a report of employees in BC and open it in Rise.

The assistant can find and run your reports, summarize the results, and give you a link that opens the report in Rise. With your permission, it can also build and save new reports for you.

How the connection works

You add Rise as a connector in your AI assistant, sign in once with your Rise account, and approve access. After that, the assistant can look up your Rise reporting data whenever you ask.

There's nothing to install. The connection runs through Rise's secure sign-in.

Your data stays protected

• You sign in with your own Rise account. The assistant only sees the data your Rise permissions already allow, nothing more.
• By default, the assistant can read your reports. It can only create or change reports if you grant that extra permission during sign-in.
• Sign-in is handled by Rise's secure login. The same security, permission, and audit rules that apply in the Rise web and mobile apps apply here too.

Choose your assistant

Pick the guide for the assistant you use. Claude and ChatGPT are the simplest to set up yourself. Gemini and Microsoft 365 Copilot are more technical and usually involve your IT team.

• Connect Claude to Rise. Needs a Claude Pro, Max, Team, or Enterprise plan.
• Connect ChatGPT to Rise. Needs Developer mode (Plus or Pro), or a connector published by your workspace admin.
• Connect Gemini to Rise. Set up through the Gemini CLI or Gemini Enterprise. Ask your IT team if you're not comfortable editing a settings file.
• Connect Microsoft 365 Copilot to Rise. Set up by your IT admin in Copilot Studio.

Good to know

• Plain lists show up to 100 rows. For larger pulls, the assistant can summarize the results or save a report you open in Rise.
• Be specific about dates and numbers. "Hired since January 1" gets a better answer than "hired recently."
• The assistant will ask you to clarify rather than guess when a question is ambiguous.

Note: If your assistant says it can't find any reports, your Rise account may need reporting access turned on. Contact Support and we'll help.