Released April 2026
Five new AI-powered modules: customer synopses, next-best actions, real-time coaching, batch processing, and per-tenant AI configuration. Powered by Claude.
Record and review customer payments directly from the agent workspace.
Interactions now capture direction, channel, and user attribution for every entry, whether created by a human or an AI agent.
Rewritten search surface with faster results, custom field matching, and relevance scoring.
Incoming calls trigger Apple notifications and bring the app to the foreground with the matching customer profile.
Modules, custom fields, and users are viewable in-app; changes direct you to the website.
rubiprofessional.com.Read the full Privacy Policy and Security overview.