Navigating Your Roby Portal
- 1. ROBY 101 Navigating Your Roby Portal Manage tickets, view data, access account settings & more
- 2. Reports & Analytics Roby's preconfigured reports provide actionable insights for teams and managers. From the dashboard tabs you can view your ticket history, productivity data, and interaction breakdowns.
- 3. Ticket Management You can view your ticket history and edit and respond to all your open tickets directly from your dashboard in the admin portal.
- 4. Billing/Upgrades You can manage your Roby subscription any time from your subscription tab. From here you can select your plan and access information.
- 5. User Management From your “User Management” dashboard, you can add or remove your users from your Roby account by selecting or deselecting the checkbox to the right of users' email.
- 6. Automation Management You can edit and remove auto-responses and FAQs that were saved after answering tickets in Roby on Slack or Microsoft Teams.
- 7. Help Center From here you access product tutorials, supplementary support materials, and branded assets from Roby.
- 8. WEBSITE www.tellroby.com PHONE 310.975.5538 EMAIL info@tellroby.com Get in Touch We're always happy to help