Youโveย heard theย positive word of mouth.ย Youโve watchedย aย coupleย videos, readย aย fewย articles, shopped around andย asked the right questions, maybe downloadedย anย ebookย or two. Youโre feeling ready to see how a customer engagement and virtual receptionist solutionย likeย Ruby can grow your business.ย
What comes next? What can you expectย from signing up for a solution like ours?ย
If youโve been waiting on picking up the phone until you learn more, youโre in luck. We askedย our Customer Happiness teamย aboutย how they help new customersย get startedย quickly and make the most of Ruby from day one.ย Hereโsย a quick overview of the onboarding process:
ย
1. First stepsย
First things first,ย weโllย helpย get your calls over to Ruby! There are several ways to forward your phones to our receptionists to answer. If your business phone number is hosted by an outside phone provider,ย we can help youย initiate call-forwarding with most providers.ย If Ruby is hosting your business numberย (which we can do for free, by the way!), youโll be able to forward and un-forward your calls using our app and online portal.ย
2. Logging in and checking activityโฏย
Next, logging into yourย Rubyย account.ย You can access your accountย in twoย ways: from theโฏmy.call-ruby.comโฏwebsite and from the Ruby mobile app, available for both iOS and Android.ย Both give you access to all your call activity, allow you to update yourย status when your availability changes, and much more, so you have full control over tracking and managing your account.ย
3. Viewing your messages
Once weโre receiving your calls, weโll send you a message whenever weโre not able to connect a call to you. All of your messages will be emailed and/or texted toย you, andย are also accessible in the Activity section of the Ruby app and online portal.ย ย
Your messages will contain a lot of helpful information about your callsโmaking it easy to connect with prospects, as well as learn about and better serve your customers or clients. If youโre not seeing everything youโd like to see in your messages,ย we can customize them for you!ย Weโll make sure you receive the most useful, actionable information about the people who contact your business.ย
4. Exploring more featuresย
We can do way more than handle your incoming calls! Rubyโsย people-powered featuresย includingย making outbound call assists on your behalf, scheduling appointments,ย andย chatting with your website visitors, in addition to tech-powered features likeย robocall filtering.ย
Learn more about some of our features:ย
- Live chatย
- Automated lead captureย
- Bilingual servicesย
- Advanced call forwardingย
- Schedulingย
- Integrations
- Accepting payments
- New client intake
5. Customizing your serviceย
Ruby is highly customizable, and our Customer Happiness team is here to make our solution work for you. Give Ruby instructions and weโll ensure your calls are handled exactly the way they should be.ย ย
Ruby can handle a multitude of tasks for your business, giving you valuable time back in your day. You can update your instructions and company profile at any time.ย
Thereโs a lot more to Ruby than weโve had the chance to cover here.ย If youโre ready to learn more, weโd love you take you on a personal tour. Give us a call atย 844-311-7829ย or chat with us by clicking the button in the bottom-right corner of your screen!ย
