Using Mo in Salespath – Rinsed

Mo, the Rinsed Assistant, now works inside Salespath. Admins can ask Mo in plain language to update presentations, commission plans, the rewards store, and coaching settings, or to pull performance stats. This article covers who can use Mo in Salespath, how to open it, what it can do, and how to get help from Rinsed Support through Mo.

Mo in Salespath is available to Admins. Regional Managers, Site Managers, and Salespeople don't see Mo in Salespath.

Salespath, Meet Mo

Mo, your Rinsed Assistant, is now built into Salespath. Ask in plain language to update presentations, build commission plans, restock your Marketplace, or check how your team is doing. Mo takes care of the tedious bulk edits and always confirms before it makes a change.

Who can use Mo in Salespath

Mo shows up in Salespath for Admins who have both of these:

A Rinsed CRM account for your company (full Rinsed CRM setup isn't required)
A verified email address in Salespath

Mo works whether you use Salespath alone or with Rinsed CRM. If you only use Salespath, Mo helps with Salespath only.

Verify your email first

Mo needs a verified email address in Salespath. If yours isn't verified, Mo shows a message asking you to add and verify one instead of the chat.

For more detail, see Verifying Your Email Address in Salespath.

Open Mo

In Salespath, select Ask Mo Anything at the top of the left menu, just above Dashboard. On a computer, you can also press ⌘K from any page.

The Salespath left menu with Ask Mo Anything highlighted

Mo opens as a panel on the side of the page. Type what you need in Ask Mo…, or select the microphone to talk instead. Select + to attach a file.

The Mo side panel with New Chat, History, the expand icon, What can Mo do?, the + button, and the microphone highlighted

From the panel you can also:

Select New Chat to start a new conversation.
Select History to go back to an earlier conversation.
Select What can Mo do? to see an overview of what Mo can help with.
Select the expand icon in the top right to make Mo full screen, or the X to close it.

Start with a suggestion

A new chat shows four Rinsed Suggestions. Select one to get started:

Mo in full screen with the four Rinsed Suggestions cards highlighted

Mo confirms before it changes anything

Mo only does what your Salespath permissions allow. Before it saves a change, Mo shows you what it's about to do and asks you to confirm. For bulk changes, like repricing every reward, Mo shows a preview first.

Mo showing a table of current and new point costs for every Marketplace reward

At the end, Mo asks Ready to proceed? Select Yes or No, then select Submit Answers. Nothing changes until you confirm.

Mo asking Ready to proceed? with Yes, No, and Submit Answers highlighted

Tip: Mo is great for bulk changes that take a long time by hand, like "Raise every reward by 10%" or "Remove tire shine from every presentation."

What Mo can do in Salespath

Presentations

Build a new presentation from your package names, prices, promos, and what's included
Copy a presentation, edit its settings, and assign it to locations
Add, remove, reorder, and edit slides, slide text, and packages
Update package prices, for example "Make my top package $35 retail and $49.99 monthly"
Remove an item from every presentation at once, with a preview first
Translate a presentation, for example "Translate my presentation into Spanish." The new language shows in the language switcher, and your original text stays the same.
Schedule presentations, and see, edit, or delete existing schedules
See revision history and restore an earlier version
Archive and restore presentations
Convert older custom-slide presentations to the package format

Commissions

Create and edit commission plans, tiers, categories, and items, including kickers
Copy items from another plan
Copy or update many items at once, with a preview first
Search item names from your Point of Sale, and see titles and graduating plans

Rewards store (Marketplace)

See everything in the store, including inactive items
Add rewards, for example "Free lunch with the GM, 500 points, rank 2 and up," or gift card rewards
Change point costs, rank requirements, and which locations or regions see an item
Reprice in bulk, for example "Raise every reward by 10%." Mo shows a table and asks you to confirm first.
Deactivate a reward
See automated rewards, ranks, and the points history

Gamification

Set how salespeople earn XP and points
See salesperson ranks and each rep's level

Contests and announcements

Create, edit, and delete contests, see leaderboards and winners, and approve contest rewards
Create and edit announcements

Performance stats

Location stats: overall, by hour, by category, and attribution
Rep stats: current, lifetime, conversion history, and commission earned
Recurring revenue (MRR) summary and history, including by salesperson
Late session report and transaction report
Members at a location

AI coaching and audio

AI scorecard, grade scale, and today's clarity score
Scores and coaching feedback for each presentation
A rep's recent coaching and the AI coaching report
Audio listen report, and add, edit, or delete audio bookmarks, if audio is turned on for your company
Weekly guided coaching sessions, stats, and progress
Rate whether an AI result was accurate

AI rubric and settings

Set presentation quality thresholds and rules for presentations that don't count
Create, edit, archive, and restore rubric elements, or have Mo write new ones
Choose which transaction types get scored

Users and user sync

See users and the roles you can assign
Preview a change to many users at once (Mo can't apply it yet)
Set up enterprise user sync and review sync runs

Other admin tasks

Edit a location’s name, targets, strict mode, and manager
Create and edit region groups and reporting groups (requires Region Mode)
See tablets and device orders, and change a device’s type
Create and edit transaction categories, re-categorize a location’s transactions, and mark a transaction as qualified
Set your weekly meeting schedule and recording link
Save or delete scheduled emails
Create and edit agreements and agreement groups, and manage contact groups
Audit log and report exports
Check Point of Sale, network, and rewards system status

Get help from Rinsed Support

Ask Mo any "how do I…" question. Mo answers using the Rinsed Help Center. If Mo can't fix the problem, or you ask to talk to a person, Mo opens a support ticket for you:

Mo asks a few questions about the issue.
Mo shows you the ticket. Review it and confirm. Mo never sends a ticket without your OK.
The ticket goes to Rinsed Support with the Salespath page you were on. We'll reply by email.

You can also ask Mo for the status of an open ticket, or ask it to add an update.

What Mo can't do yet

If you ask for one of these, Mo will tell you it can't do it yet:

Add, edit, or deactivate users
Add a new location
Create or edit training content
Build custom dashboards, widgets, or reports

Don't see Mo? If Mo asks you to verify your email, follow the steps in Verify your email first. Otherwise, check that you're an Admin, that your email address is verified in Salespath, and that your company has a Rinsed CRM account. If all three are true and Mo still isn't there, contact Rinsed Support.

Common questions

Is this the same Mo as in Rinsed CRM?
Yes. Mo works the same way in Salespath as it does in Rinsed CRM. See Getting Started with Mo.

Will Mo change something without asking?
No. Mo always shows you what it's about to change and waits for you to confirm.

Can my salespeople use Mo?
Not right now. Mo in Salespath is only for Admins.

How do I share feedback?
Use the thumbs up and thumbs down buttons under Mo's replies. To provide specific feedback to our team, contact Rinsed Support and send a link to your Mo chat.