Documentation - RinglyPro CRM

📚 RinglyPro CRM Documentation

Complete guide to using RinglyPro CRM for your business.

📋 Table of Contents

🚀 Getting Started

1Create Your Account

Visit https://aiagent.ringlypro.com and click "Sign Up"

  • Enter your email address
  • Create a secure password
  • Verify your email address
  • Complete your business profile

2Set Up Your Profile

Navigate to Settings and configure:

  • Business name and details
  • Contact information
  • Business hours
  • Timezone preferences

3Download the iOS App (Optional)

Search for "RinglyPro CRM" in the Apple App Store or visit:

  • iPhone/iPad: App Store → Search "RinglyPro CRM"
  • Log in with your web credentials
  • Enable push notifications for real-time updates
💡 Pro Tip: Start with 100 free tokens to test all AI features including voice assistants and content generation!

⚙️ Account Setup

Profile Configuration

Navigate to Settings → Profile to configure:

  • Business Information: Company name, industry, website
  • Contact Details: Phone, email, address
  • Working Hours: Set your availability for AI voice assistants
  • Notifications: Email and push notification preferences

User Management

For team accounts, manage users in Settings → Team:

  • Invite team members via email
  • Assign roles and permissions
  • Monitor team activity

📊 Dashboard Overview

Your RinglyPro dashboard provides a comprehensive view of your business:

📈 Analytics

  • Call volume and duration
  • Appointment statistics
  • Lead conversion rates
  • Token usage tracking

📞 Recent Calls

  • View all incoming calls
  • Listen to call recordings
  • Read AI transcriptions
  • Follow-up actions

📅 Upcoming Appointments

  • Today's schedule
  • Calendar integration
  • Appointment reminders
  • Quick reschedule options

👥 Recent Contacts

  • New leads
  • Contact history
  • Quick actions
  • Notes and tags

🤖 AI Voice Assistants (Rachel & Lina)

RinglyPro includes two AI voice assistants to handle your calls 24/7:

Inbound Lina - Receptionist

Lina answers incoming calls and handles:

  • Greeting callers professionally
  • Answering common questions
  • Scheduling appointments
  • Taking messages
  • Routing urgent calls

Setting Up Inbound Lina

Navigate to: Settings → Inbound Lina

  1. Phone Number: Connect your business phone number
  2. Greeting Message: Customize Lina's greeting
    Example: "Thank you for calling [Business Name]. This is Lina, how may I help you today?"
  3. Business Hours: Set when Lina should answer calls
  4. Appointment Settings: Configure calendar integration
  5. FAQ Training: Add common questions and answers
  6. Fallback Actions: What to do for complex requests

Outbound Rachel - Sales Agent

Rachel makes outbound calls to:

  • Follow up with leads
  • Confirm appointments
  • Send reminders
  • Conduct surveys
  • Re-engage cold leads

Setting Up Outbound Rachel

Navigate to: Settings → Outbound Rachel

  1. Campaign Setup: Create call campaigns
  2. Script Template: Customize Rachel's conversation flow
  3. Call Schedule: Set optimal calling times
  4. Success Criteria: Define successful call outcomes
  5. Follow-up Rules: Automated actions after calls
⚠️ Note: AI voice calls consume tokens. Each minute of AI conversation uses approximately 1 token.

📅 Appointment Management

Calendar Integration

Connect your calendar to enable automatic scheduling:

  • Google Calendar: Settings → Integrations → Google Calendar
  • Outlook Calendar: Settings → Integrations → Microsoft Outlook
  • Apple Calendar: Via iCal/CalDAV connection

Appointment Booking

Customers can book appointments through:

  • AI voice assistant (Lina)
  • Online booking widget
  • Direct link scheduling page
  • iOS mobile app

Appointment Types

Configure different appointment types in Settings → Appointments:

Setting Description Example
Duration Length of appointment 15, 30, 60 minutes
Buffer Time Time between appointments 5, 10 minutes
Availability When slots are available Mon-Fri 9AM-5PM
Reminders Automated notifications 24h, 1h before

👥 Contact Management

Adding Contacts

Add contacts manually or automatically:

  • Manual Entry: Contacts → Add New Contact
  • Import CSV: Contacts → Import → Upload CSV file
  • Automatic: From incoming calls or form submissions
  • Integration Sync: From GoHighLevel or other CRM systems

Contact Fields

  • Name (First, Last)
  • Phone number(s)
  • Email address(es)
  • Company/Business
  • Tags and labels
  • Custom fields
  • Notes and history

Contact Actions

For each contact, you can:

  • View call history and recordings
  • Schedule appointments
  • Send emails or SMS
  • Add notes and tasks
  • Assign to team members
  • Export contact data

📱 Social Media & AI Content

AI Content Generator

Create professional social media content with AI assistance:

Generating AI Content

Navigate to: MCP Copilot → Social Media

  1. Enter your topic or message
  2. Select platform (Facebook, Instagram, LinkedIn, Twitter)
  3. Choose tone (Professional, Casual, Friendly, Promotional)
  4. Click "Generate Content"
  5. Review and edit the AI-generated post
  6. Save or post directly

AI Image Generator

Create custom images for your posts:

  1. Click "Generate AI Image" in the social media editor
  2. Describe the image you want
  3. Select style (Realistic, Artistic, Abstract, etc.)
  4. Generate and preview
  5. Download or attach to post
⚠️ Token Usage: AI content generation uses 2 tokens per post, AI image generation uses 5 tokens per image.

Post Scheduling

  • Schedule posts for optimal times
  • Queue multiple posts
  • Recurring post templates
  • Multi-platform publishing

🔗 Integrations

GoHighLevel Integration

Connect RinglyPro with GoHighLevel CRM:

Setting Up GoHighLevel

  1. Navigate to Settings → Integrations → GoHighLevel
  2. Click "Connect GoHighLevel"
  3. Enter your GoHighLevel API key
  4. Select sync options:
    • Sync contacts bidirectionally
    • Sync appointments
    • Sync call logs
  5. Click "Save & Sync"

Available Integrations

📧 Email

  • Gmail
  • Outlook
  • SMTP/IMAP

📅 Calendar

  • Google Calendar
  • Microsoft Outlook
  • Apple iCal

💳 Payment

  • Stripe
  • PayPal
  • Square

📊 CRM

  • GoHighLevel
  • Salesforce
  • HubSpot

📱 iOS Mobile App

Download & Installation

  1. Open the App Store on your iPhone or iPad
  2. Search for "RinglyPro CRM"
  3. Tap "Get" to download (free)
  4. Open the app and log in with your credentials

iOS App Features

  • Dashboard: Full access to your CRM dashboard
  • Calls: View call history and listen to recordings
  • Contacts: Manage contacts on the go
  • Appointments: View and manage your calendar
  • Push Notifications: Real-time alerts for calls and appointments
  • Face ID/Touch ID: Secure biometric authentication
  • Offline Mode: Access key information without internet
💡 Pro Tip: Enable push notifications to get instant alerts when Lina answers a call or books an appointment!

iOS App Settings

Configure app-specific settings in the iOS app:

  • Notifications: Customize alert types and sounds
  • Security: Enable Face ID/Touch ID
  • Sync: Choose sync frequency
  • Display: Dark mode, text size

💰 Tokens & Billing

How Tokens Work

Tokens are the currency for AI features in RinglyPro:

Feature Token Cost Details
AI Voice Call ~1 per minute Inbound/Outbound calls
AI Content Generation 2 per post Social media posts
AI Image Generation 5 per image Custom AI images
Call Transcription 0.5 per call Automatic transcription
AI Analysis 1 per report Call analytics and insights

Token Packages

View and purchase tokens in Settings → Billing → Tokens

💡 Free Trial: Every new account receives 100 free tokens to get started!

Billing Management

Navigate to Settings → Billing to:

  • View current token balance
  • Purchase additional tokens
  • View billing history and invoices
  • Update payment methods
  • Manage subscriptions
  • Download receipts

Auto-Recharge

Set up automatic token purchases:

  1. Go to Settings → Billing → Auto-Recharge
  2. Set minimum token threshold (e.g., 10 tokens)
  3. Choose recharge amount (e.g., 100 tokens)
  4. Add payment method
  5. Enable auto-recharge

🔧 API Documentation

API Overview

RinglyPro provides a RESTful API for custom integrations:

Getting Your API Key

  1. Navigate to Settings → API
  2. Click "Generate API Key"
  3. Copy and securely store your key
  4. Use this key in your API requests

API Endpoints

Authentication

Include your API key in the request header:

Authorization: Bearer YOUR_API_KEY

Base URL

https://aiagent.ringlypro.com/api/v1

Common Endpoints

GET /contacts - List all contacts

curl -H "Authorization: Bearer YOUR_API_KEY" \ https://aiagent.ringlypro.com/api/v1/contacts

POST /contacts - Create a new contact

curl -X POST \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{"firstName":"John","lastName":"Doe","phone":"555-1234"}' \ https://aiagent.ringlypro.com/api/v1/contacts

GET /appointments - List appointments

curl -H "Authorization: Bearer YOUR_API_KEY" \ https://aiagent.ringlypro.com/api/v1/appointments

GET /calls - List call history

curl -H "Authorization: Bearer YOUR_API_KEY" \ https://aiagent.ringlypro.com/api/v1/calls

Webhooks

Configure webhooks to receive real-time notifications:

  • call.completed - When a call ends
  • appointment.booked - When an appointment is scheduled
  • contact.created - When a new contact is added
  • token.low - When tokens are running low

Setting Up Webhooks

  1. Navigate to Settings → API → Webhooks
  2. Click "Add Webhook"
  3. Enter your endpoint URL
  4. Select events to listen for
  5. Save and test the webhook

Rate Limits

  • Free accounts: 100 requests per hour
  • Paid accounts: 1,000 requests per hour
  • Enterprise: Custom limits available
⚠️ Security: Never share your API key publicly. Rotate keys regularly and use environment variables in production.

Need Help?

Can't find what you're looking for? Our support team is here to help.

Contact Support Back to Dashboard

RinglyPro CRM Documentation
Last Updated: January 2025
Version: 1.0.0
Email: [email protected]
Website: https://ringlypro.com