Help, FAQ, keyboard shortcuts, and how to reach us.
Available in the web CRM during business hours.
No — it's a focused companion for day-to-day agent work (search, calls, activity, RubiLens). Admin-level tasks like managing users, custom fields, and modules still happen on the website. The app shows those pages in read-only mode with direct links to the web interface.
No. All data lives in your RubiPro cloud tenant and is fetched on demand. There is no local cache of customer records.
Only in the macOS Keychain, scoped to your Mac and protected by the Keychain's own encryption. Tokens are never written to disk or synced to iCloud. See the Privacy Policy for details.
In the app, go to Settings and choose "Sign Out All Devices." This revokes your token server-side and forces every other signed-in session to re-authenticate.
Your tokens stay in the Keychain so you don't have to re-enter your password. Access tokens auto-refresh every two hours in the background. If your refresh token expires (30 days of inactivity), you'll be asked to sign in again.
RubiLens runs through your tenant's configured AI provider (Claude by default). All requests flow through the RubiPro backend — the app never talks to Anthropic or any AI provider directly. Your tenant admin controls which AI models and prompts are used.
No. NICE CXone is optional and powers the telephony features (click-to-dial, screen pops, agent status). Everything else — customers, payments, activity, RubiLens, reports — works without it.
macOS 14 Sonoma or later. The app uses SwiftUI features that require Sonoma. Apple Silicon Macs are recommended for best performance, but Intel Macs are fully supported.
Not yet — the current release is macOS only. Mobile is on the roadmap.
| Shortcut | Action |
|---|---|
| ⌘ K | Open global customer search |
| ⌘ D | Open dialer |
| ⌘ R | Refresh current view |
| ⌘ 1–⌘ 9 | Jump to sidebar section |
| ⌘ , | Open settings |
| ⌘ W | Close window |
| ⌘ Q | Quit app |
| Esc | Dismiss sheet / close overlay |
Verify your username and password by signing in to the web CRM at rubiprofessional.com. If your tenant uses 2FA, make sure your authenticator app is up to date. After 10 failed attempts in 15 minutes the login endpoint will rate-limit your IP — wait 15 minutes and try again.
Click-to-dial requires the optional NICE CXone integration. Check that your tenant has it enabled and your agent profile has a NICE CXone username configured. Also verify your agent status is "available" in the sidebar.
Open System Settings → Notifications and confirm RubiPro is allowed to show notifications. Inside the app, check NICE CXone → Settings and confirm "Enable screen pops" is on.
The app is designed to launch in under a second on Apple Silicon. If you're on an older Intel Mac and notice lag, try restarting the app and confirming you have macOS 14.4 or later. Contact support if the issue persists.