Creating an Account

Welcome to Rubi Professional! Follow these steps to create your organization account:

1. Visit the Signup Page: Go to rubiprofessional.com/signup.php
2. Choose Your Plan:
   • Starter ($89.99/mo): Up to 20 users
   • Professional ($189.99/mo): Up to 50 users
   • Enterprise ($389.99/mo): Unlimited users
3. Enter Organization Details:
   • Organization name
   • Your subdomain (e.g., yourcompany.rubiprofessional.com)
   • Admin email address
   • Secure password
4. Complete Payment: Enter your credit card details via Stripe's secure checkout
5. Verify Email: Check your inbox for a verification email and click the link

First Time Login

After creating your account, here's how to access your CRM:

1. Access Your Subdomain: Navigate to https://yourcompany.rubiprofessional.com
2. Login Credentials:
   • Username: The email you registered with
   • Password: The password you created during signup
3. Two-Factor Authentication (Optional): We recommend enabling 2FA for added security
4. Complete Onboarding: Follow the guided setup wizard to configure your CRM

Setting Up Your Tenant

Configure your organization settings for optimal performance:

Adding Users

Add team members and configure their access:

1. Navigate to User Management: Go to Tenant Admin → Users
2. Click "Add New User"
3. Fill in User Details:
   • Full name and email
   • Username (auto-generated or custom)
   • Temporary password
   • Role assignment
   • Department/Team
4. Assign Permissions:
   • Admin: Full system access
   • Manager: Team and reporting access
   • Support: Customer management access
   • User: Basic agent access
   • Reporting: Read-only analytics access
5. Module Access: Select which modules the user can access
6. Send Welcome Email: Automatically sends login credentials

Dashboard Overview

Your admin dashboard provides a comprehensive view of your organization's CRM usage:

User Management

Comprehensive tools for managing your team:

Custom Fields

Tailor your CRM to match your business needs:

Creating Custom Fields:

1. Navigate to Settings → Custom Fields
2. Click "Add New Field"
3. Configure field properties:
   • Field name and label
   • Field type
   • Required/Optional
   • Default value
   • Validation rules
4. Set field visibility and permissions
5. Add to forms and layouts

Billing & Subscriptions

Manage your subscription and billing details:

API Management

Control API access and integrations:

Data & Analytics

Powerful analytics and reporting tools:

Module Management (RubiMine)

Browse and manage modules from the RubiMine marketplace:

Module Management Tasks:

• Browse Modules: Filter by category, price, and features
• Subscribe: Add modules to your subscription
• Configure: Access module-specific settings
• Permissions: Control which users can access each module
• Usage Tracking: Monitor module usage and ROI
• Updates: Automatic updates with changelogs

Customer Management

Everything you need to manage customer relationships effectively:

Interaction Tracking

Log and track all customer interactions:

Discovery Questions

Comprehensive discovery system for gathering customer information:

Using Discovery Questions:

1. Open customer profile
2. Navigate to Discovery tab
3. Select question template or start custom
4. Ask questions and record responses
5. System suggests follow-up questions based on answers
6. Generate discovery summary report

Using Modules

Access and utilize activated modules:

Reporting

Access and generate reports:

Core Operations

Communications

Analytics & Reporting

Integrations

AI & Automation

Training & Development

Compliance & Security

Entertainment & Engagement

NICE CXone Setup

Complete integration guide for NICE CXone:

Step-by-Step Setup

1. Generate API Credentials in NICE CXone:
   • Log into NICE CXone Admin
   • Navigate to API Management
   • Create new API application
   • Copy Client ID and Secret
2. Configure in Rubi Professional:
   • Go to Settings → Integrations → NICE CXone
   • Enter your NICE CXone domain
   • Paste Client ID and Secret
   • Select your cluster (e.g., na1, eu1)
   • Enter Business Unit ID
3. Map Agent IDs:
   • Navigate to Users section
   • Edit each user
   • Enter their NICE Agent ID
   • Save changes
4. Configure Screen Pop:
   • Enable screen pop in module settings
   • Set pop behavior (new tab/window)
   • Configure ANI/DNIS mapping
   • Test with sample call
5. Test Integration:
   • Make test call to your queue
   • Verify screen pop appears
   • Check customer data loads
   • Test click-to-dial functionality

🚀 Screenpop & API Integration

Advanced screenpop capabilities with multiple integration methods for seamless customer data delivery.

API Screenpop Setup

1. Create API Key:

   Tenant Admin → API Management → Create New Key

2. Configure Agent IDs:

   Ensure each agent has their NICE Agent ID set in their user profile

3. API Endpoint:

   POST https://rubiprofessional.com/api/v2/screenpop

4. Request Format:

   {
     "agent_id": "NICE_AGENT_123",    // or use "agent_email"
     "phone_number": "5551234567",    // or use "ani"
     "contact_id": "optional-ref"     // optional reference
   }

5. Test Your Integration:

   Use the API test tool in Tenant Admin → Screenpop Configuration

// In your Studio script after Request Agent
RunApp Action:
- AgentID: {agentid}
- ActionType: OpenURL
- ActionValue: https://rubiprofessional.com/screenpop.php?tid=YOUR_TENANT_ID&guid=YOUR_GUID&ani={ANI}&agent={agentid}

const response = await fetch('https://rubiprofessional.com/api/v2/screenpop', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    agent_id: agentId,
    phone_number: callerAni,
    contact_id: contactId
  })
});

Stripe Payments

Process payments securely with Stripe integration:

QuickBooks Sync

Seamlessly sync customer and financial data with QuickBooks Online:

Connection Steps:

1. Activate QuickBooks Integration Module
2. Navigate to Module Settings:

   Tenant Admin → Modules → QuickBooks → Settings

3. Click "Connect to QuickBooks":

   You'll be redirected to QuickBooks OAuth

4. Authorize Connection:

   Log in and approve access

5. Configure Sync Settings:
   • Sync frequency (real-time or scheduled)
   • Field mappings
   • Customer matching rules
   • Invoice preferences

API Integration Guide

Build custom integrations with our comprehensive REST API:

Authentication:

Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

Example Request:

curl -X POST https://api.rubiprofessional.com/v2/customers \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "first_name": "John",
    "last_name": "Doe",
    "email": "john.doe@example.com",
    "phone": "(555) 123-4567"
  }'

Security Features

Rubi Professional implements enterprise-grade security measures:

HIPAA Compliance

For healthcare organizations requiring HIPAA compliance:

PCI Compliance

For organizations processing payment cards:

Data Protection

How we protect your data: