Getting Started with Rubi Professional

Step-by-step tutorials and video guides to help you master every feature. From initial setup to advanced configuration, we've got you covered.

Quick Start

Get Up and Running in 5 Minutes

Watch our quick start video to see how easy it is to set up Rubi Professional with your NICE CXone contact center. No technical expertise required.

  • Connect to NICE CXone
  • Configure screenpop settings
  • Add your first agent
  • Make your first call

Getting Started

Essential tutorials for new users

5 tutorials
Beginner 8 min

Creating Your Account

Learn how to create your Rubi Professional account and set up your first tenant.

Start Tutorial
Beginner 12 min

Connecting NICE CXone

Step-by-step guide to connecting your NICE CXone account to Rubi Professional.

Start Tutorial
Beginner 10 min

Adding Your First Agent

Learn how to add agents, assign roles, and configure permissions.

Start Tutorial

NICE CXone Integration

Master the CXone connection

8 tutorials
Intermediate 15 min

Screenpop Configuration

Configure ANI-based screenpop, custom field matching, and multi-match handling.

Start Tutorial
Intermediate 12 min

Click-to-Dial Setup

Enable one-click dialing, softphone integration, and automatic call logging.

Start Tutorial
Advanced 20 min

Contacts Completed Sync

Set up automatic synchronization of completed contacts from CXone.

Start Tutorial
Intermediate 10 min

Agent State Monitoring

Real-time agent status display and automatic state synchronization.

Start Tutorial

Reporting & Analytics

Data-driven decision making

5 tutorials
Intermediate 12 min

Manager Dashboard Setup

Configure the manager dashboard for real-time team visibility.

Start Tutorial
Intermediate 15 min

Custom Reports

Build custom reports with filters, exports, and scheduled delivery.

Start Tutorial
Beginner 8 min

Leaderboards

Set up performance leaderboards to motivate your team.

Start Tutorial

Advanced Configuration

Power user features

4 tutorials
Advanced 25 min

API Integration

Connect external systems using our REST API and webhooks.

Start Tutorial
Advanced 18 min

Payment Gateway Setup

Configure Stripe integration for secure payment processing.

Start Tutorial
Advanced 20 min

SSO Configuration

Set up single sign-on with SAML or OAuth for enterprise security.

Start Tutorial

Need Help Getting Started?

Our support team is here to help. Schedule a free onboarding session with our experts.