Receptionist Service Quick Start Guide

November 8th, 2024

Welcome to Ruby! We know how important every interaction with a customer or client is to a business like yours. Check out this short video to learn more about your Ruby Team! 
 


Now keep reading to learn everything you need to know about getting started with your Ruby receptionist service.

First things first — it's time to get your calls over to Ruby so that we can start answering! There are several ways to forward your phones to us. If your business phone number is hosted by an outside phone provider, we have some tips on how to initiate call-forwarding with most providers. If Ruby is hosting your business number, you’ll be able to forward and un-forward your calls using our app and online portal. 

Forwarding Calls Through Your Phone Provider
Ruby Call-Forwarding

Once we’re receiving your calls, we’ll send you a message whenever we’re not able to connect a call to you. All of your messages will be emailed and/or texted to you, and are also accessible in the Activity section of the Ruby app and online portal. Your messages will contain a lot of helpful information about your calls. Not seeing everything you’d like to see in your messages? We can customize them for you!

Reading Your Ruby Messages

Create your Ruby account
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 call activity, allow you to update your Status when your availability changes, and much more.

Setting Up Your Login
Ruby’s Mobile App
Ruby’s Online Portal
Viewing Your Activity
Updating Your Status
 

TIP! Our receptionists will call you from 503-445-6900. Save this number to your phone's contacts as “Ruby” so that you’ll always know when we’re calling.
 


From new client intake, to holding all your calls so that you can work uninterrupted, to routing potential new clients directly to your sales team, your account instructions can do a lot of heavy lifting. The Customer Happiness team is happy to work with you to set up your call-handling instructions so that our receptionists can handle your calls according to your preference!

Call-Handling Customization Options
Can you answer questions about my business?
Updating Your Company Profile


We can do way more than just handle your incoming calls! Ruby is here to help with people-powered features like making outbound call assists on your behalf, scheduling appointments, and chatting with your website visitors, in addition to tech-powered features like robocall filtering and integrations.

Call Assists
Appointment Scheduling
Robocall Filtering
Bilingual Service Options
Full Service Chat Service
Integrating with Clio Manage
Integrating with Clio Grow
Integrating with Rocket Matter

Level up your business phone number
With a Ruby-hosted number, you can place business calls from your cell phone, text with your customers from the Ruby app, and control your call-forwarding with the touch of a button. If your business number is hosted by an outside phone provider, we’re happy to walk you through the porting process. 

Porting Your Business Number to Ruby
Place Business Calls from the App
Ruby Call-Forwarding

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

Learn about our billing plans, how a receptionist minute is calculated, how to keep tabs on your receptionist minute 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
Accessing Your Invoices and Call Summaries
How to Read Your Invoice

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.