Chat Quick Start Guide

April 22nd, 2024

Welcome to Ruby! Our live Chat Specialists are experts at sparking real, connection-building conversations that drive customer satisfaction and loyalty. We’re dedicated to helping grow your business—one happy chat at a time.

Keep reading to learn everything you need to know about getting started with your Ruby chat service.

First things first — add your Ruby chat box to your website! Usually, installing the Ruby chat code snippet just takes a few minutes.

Our installation guide has step-by-step instructions for many additional web hosting platforms and, if you run into trouble, our team is happy to jump in to assist!

Adding Ruby’s Chat Code to Your Website

Once we’re fielding your chats, we’ll send you an email for each lead and actionable support chat so that you know what you need to follow up on. If you’re using our Call Connect feature, we will also connect your leads directly to your team via phone. 

Reading Your Chat Transcripts    
Chat Tags    
Call Connect with Your Chat Leads

You can access your Ruby account 2 ways: from the my.call-ruby.com website and from the Ruby mobile app, available for both iOS and Android. Both give you access to all your chat activity, usage, billing information, and much more. Get started by setting up your login and taking a tour!

Setting Up Your Login   
Ruby’s Online Portal
Ruby’s Mobile App   
Viewing Your Activity   
Exporting Your Activity Records

Review the company profile we created for your during the Onboarding process. Our Customer Happiness team will work with you to identify the best chat solution to engage your site’s visitors and further customize your service over time. Your profile will become more sophisticated as we interact with customers, updating or adding FAQs, branded responses, and more.

Our chat billing plans include a set number of chats for a base monthly fee. If you use more chats than are included in your plan, never fear! You'll simply be billed at your plan's per-chat rate for any additional chats you used on your next invoice. 

Learn about our billing plans, how to keep tabs on your chat usage, and more.

Ruby Billing Basics 
Tracking Your Usage 
Am I on the right billing plan?

The online portal makes it easy to manage your billing. It only takes a few clicks to update your payment method, access your invoice history, or make a payment.

How to Update Your Credit Card 
Making a Payment 
How to Read Your Invoice 
Accessing Your Invoices and Call Summaries

There’s a lot more to Ruby than we’ve had the chance to cover here. While this guide helps you walk through the most important steps for getting started, we’ll be here to help every step of the way. 

Get help
Get all your questions answered in the Ruby Help Center. FAQs, how-to’s, and official info on every Ruby feature. No matter what you need, it’s just a search away! You can easily access the Ruby Help Center via our online portal and mobile app.

Ruby Help Center

Contact support
Need to talk with someone? We’d love to hear from you! You can reach the Customer Happiness team via email, phone, or contact form, whatever your preference. Visit our Contact page for details.