Help Center

Find answers, get started quickly, and make the most of your Rubi Professional CRM.

Quick Help Topics

Getting Started

New to Rubi Professional? Start here to learn the basics of our call center CRM.

Module Store

Browse 50+ modules to extend your CRM with industry-specific features.

AI Features

Learn about AI-powered data correction and intelligent automation.

Integrations

Connect with NICE CXOne, Five9, Genesys, and 50+ platforms.

Getting Started with Rubi Professional

Quick Start Guide

  1. 1

    Create Your Organization

    Sign up and choose from our flexible plans starting at $89.99/month.

  2. 2

    Configure Call Center Settings

    Set up your contact center preferences, queue mappings, and agent roles.

  3. 3

    Install Modules

    Visit the Module Store to add industry-specific features and integrations.

  4. 4

    Train Your Agents

    Use our training resources to get your team up to speed quickly.

Video Tutorials

Rubi 10 Overview

5 minutes

NEW

Module Store Tutorial

8 minutes

POPULAR

AI Features Deep Dive

12 minutes

NICE CXOne Integration

10 minutes

Module Store Guide

Revolutionary Module Marketplace

The Module Store transforms Rubi Professional from a CRM into a complete contact center operating system. With 50+ modules at launch and 200+ planned by 2025, you can customize your CRM for any industry or use case.

  • One-click installation and activation
  • Flexible subscription management
  • Per-module configuration settings
  • API-first architecture

How to Use the Module Store

  1. 1 Navigate to Tenant Admin > Module Store
  2. 2 Browse modules by category or search
  3. 3 Click "Subscribe" on desired modules
  4. 4 Configure module settings
  5. 5 Assign module permissions to users

Industry Modules

Specialized features for specific industries

  • • Healthcare Compliance
  • • Financial Services
  • • Insurance Claims
  • • Retail Support

Integration Modules

Connect with external systems

  • • Salesforce Sync
  • • Zendesk Bridge
  • • Slack Notifications
  • • MS Teams Integration

Analytics Modules

Advanced reporting and insights

  • • Predictive Analytics
  • • Quality Scoring
  • • Sentiment Analysis
  • • Performance Dashboards

AI-Powered Features

2 Years of AI Development

Our AI team has been working since 2022 to integrate cutting-edge machine learning directly into your CRM workflow. The result: 47% faster data entry and 92% fewer errors.

Auto-Correction

Fixes spelling and formatting in real-time

Smart Validation

Validates phone numbers, emails, addresses

Predictive Text

Suggests completions based on context

Insights Engine

Analyzes patterns and trends

AI Data Correction Examples

Agent types:

jhon.doe@email

john.doe@email.com ✓

AI: Fixed spelling and completed email format

Agent types:

321-555 0123

(321) 555-0123 ✓

AI: Standardized phone format

Agent types:

123 main st

123 Main Street ✓

AI: Proper capitalization applied

Enabling AI Features

  1. 1

    Go to Settings > AI Configuration

    Access from your tenant admin panel

  2. 2

    Toggle AI Features On/Off

    Control which AI features are active

  3. 3

    Set Confidence Thresholds

    Adjust how aggressive AI corrections are

  4. 4

    Review AI Activity Logs

    Monitor corrections and improvements

Platform Integrations

50+ Native Integrations

NICE CXone

NICE CXone

Five9

Five9

Genesys

Genesys

Avaya

Avaya

Cisco

Cisco

Asterisk

Asterisk

Integration Setup Process

  1. 1

    Choose Your Platform

    Select from our supported integrations list

  2. 2

    Generate API Credentials

    Create secure API keys in your platform

  3. 3

    Configure in Rubi

    Enter credentials in Integration Settings

  4. 4

    Map Data Fields

    Connect platform fields to Rubi fields

  5. 5

    Test & Deploy

    Verify with test calls before going live

Common Integration Features

Screen Pop

Automatic customer information display when calls arrive

Real-time Sync

Keep data synchronized across all connected platforms

Interaction History

Complete customer journey across all channels

Unified Reporting

Consolidated analytics from all integrated systems

Core Features

Customer Management

  • 360° customer view
  • Custom fields & tags
  • Interaction timeline
  • Auto-save technology

Agent Tools

  • Screen pop alerts
  • Quick actions menu
  • Knowledge base access
  • Performance tracking

Analytics & Reporting

  • Real-time dashboards
  • Custom report builder
  • Scheduled reports
  • Data visualization

Security & Compliance

  • SOC 2 Type II certified
  • HIPAA compliant
  • PCI DSS ready
  • 256-bit encryption

User Management

  • Role-based access
  • Team hierarchies
  • Permission templates
  • Activity audit logs

API & Developers

  • RESTful API v10
  • GraphQL endpoints
  • Webhook events
  • SDK libraries

Frequently Asked Questions

How do I subscribe to modules in the Module Store?

To subscribe to modules:

  1. Navigate to Tenant Admin > Module Store
  2. Browse or search for the module you need
  3. Click "Subscribe" on the module card
  4. Review pricing and click "Confirm Subscription"
  5. The module will be instantly available in your account
  6. Configure module settings from the Modules menu
How does AI data correction work?

Our AI-powered data correction:

  • Automatically fixes spelling errors as agents type
  • Standardizes phone numbers and email formats
  • Corrects capitalization and punctuation
  • Validates addresses against USPS database
  • Shows corrections in real-time with explanations
  • Can be configured per-field in Settings > AI Configuration
What's included in Rubi 10?

Rubi 10 is our biggest release ever, featuring:

  • 100% new codebase - rebuilt from the ground up
  • AI-powered features after 2 years of development
  • Module Store with 50+ launch modules
  • GraphQL API for developers
  • 10x performance improvement
  • React-based modern interface
  • Enterprise-grade security enhancements
How do I integrate with NICE CXone?

To integrate with NICE CXone:

  1. Log into your NICE CXone admin portal
  2. Navigate to API Management and create new credentials
  3. In Rubi, go to Settings > Integrations > NICE CXone
  4. Enter your API credentials and tenant URL
  5. Map your agent IDs between systems
  6. Test with a sample call to verify screen pop
  7. Deploy to your agent teams
What are the system requirements?

Rubi Professional requirements:

  • Browser: Chrome 90+, Firefox 88+, Safari 14+, Edge 90+
  • Screen: Minimum 1366x768 resolution
  • Internet: Stable broadband connection (5+ Mbps)
  • Memory: 4GB RAM minimum, 8GB recommended
  • Mobile: iOS 14+ or Android 10+ for mobile app
  • API: TLS 1.2 or higher for API connections
How do I export customer data?

To export customer data:

  1. Navigate to the Customers section
  2. Apply any filters to select specific customers
  3. Click the "Export" button in the top toolbar
  4. Choose format: CSV, Excel, JSON, or PDF
  5. Select fields to include in the export
  6. Click "Download" to save the file

Note: Export permissions may be restricted based on your role.

What's the difference between user roles?

Rubi Professional has 5 main roles:

  • Admin: Full system access, billing, user management
  • Manager: Team management, reports, quality monitoring
  • Reporting Manager: Read-only access to all reports and analytics
  • Support: Customer management, limited settings access
  • User: Basic agent access for customer interactions

Custom roles can be created with specific permissions.

Still Need Help?

Our support team is here to help you succeed with Rubi Professional CRM

Live Chat

Instant help from our experts

Email Support

Detailed help via email

Email Us

Phone Support

Talk to a specialist

321.510.7824

Enterprise customers get priority support

Contact Sales for Enterprise Support