When you first log in to Ringy, you are taken to your Dashboard page, which can also be accessed later by clicking Dashboard at the top of the navigation bar.
Your Dashboard will populate notifications pertinent to your Ringy account.
Upon first login and until completed, you are met with a section titled Let’s Make Your Account Compliant. To maintain a positive relationship with telecom providers, anyone using 10DLC (10 digit long code) phone numbers are required to go through this compliance setup. This will help keep you compliant with US SMS regulations.
Due to mandatory A2P 10DLC registration requirements, as of September 1, 2023 you can not send text messages from local phone numbers unless you register for A2P 10DLC. Please complete this setup as soon as possible to send text messages from local phone numbers. You can still receive text messages, and utilize Ringy phone numbers for inbound as well as outbound calls regardless of your account's registration status.
If you scroll down, the first section you’ll see on the left is Leads Today. This shows a count of leads received today. You can click Go To Leads to go to your Leads page. If your account has a supervisor with a lead pool configured, a Pull Leads button also appears here to pull from their lead pool by selecting the vendor you wish to pool leads from, the amount of leads you want, and the states you want leads for. Please note that this is subject to restrictions set by your supervisor, such as the amount you’re able to pull, as well as the amount of leads available for the states and vendor you’ve selected.
To the right of that is the New texts section, which shows the amount of new messages as well as a link to your inbox.
Next to the right is the Outbound Calls section which shows a count of the outbound calls you’ve made today as well as a link to your call history, which is further down on your dashboard.
The furthest of these small sections to the right is the Inbound calls section, which shows the amount of inbound calls today as well as another shortcut to your call history.
Below these sections is the Appointments section. On the Appointments tab, you can view all appointments booked on your Ringy appointment booking page. You can use the date field to filter by appointments for a specific date. If you’re a supervisor, you can use the My appointments field to select another agent to view appointments for. You can use the plus icon to create a new appointment by filling in the required fields marked by an asterisk then clicking Save Appointment.
The Lead Follow Ups tab shows follow ups that you have scheduled with leads, which you can filter by date.
The Verification Calls tab shows verification calls that you’ve scheduled for a lead, which you can filter by date.
The Video Meetings tab shows video meetings that you’ve scheduled with leads. You can filter by date. You can create a new video meeting by clicking the plus button and filling out the fields, then click Create Meeting.
All appointments mentioned can be scheduled once you click on a lead’s phone number anywhere in Ringy to navigate to the View Lead page. Once there, you will find a Calendar/Appts tab as well as a Video Meetings tab to schedule a meeting or select the purple drop down arrow to the left of the lead’s contact information to schedule a follow up as well as a verification call.
The Agent Summary section is for supervisors.
You can use the Invite a User button to invite someone to make a new Ringy account. You can use the Bulk Invite toggle towards the top-right depending on whether you wish to invite one or multiple people, though you can still invite just one person with Bulk Invite toggled on. Below that you have options such as what to share from your account and whether to add them to your team and/or company within Ringy. Click Send Invite to send the invitation to their email. Once this person pays for their first subscription, your account will be credited $20.
Otherwise in the Agent Summary section, you can see a list of your agents and some of their statistics and account information. You can use the checkboxes to select agents to renew their subscriptions or fund their accounts using those respective buttons. If Agent Coaching is enabled on an agent’s dialer, you can click Join Call to join an active call of that agent’s - you will be able to speak to the agent, and the lead will not hear you. To join a call, Ringy must be set to Accept Calls in Ringy.
The Turnover Rate section displays a graph of the turnover rate for each lead vendor which can be filtered by dates.
The Call History section shows the entirety of your and your agents’ call history.
The field towards the top-middle of this section can be used to select who you’re viewing the call history for. If calls were recorded, these recordings can be listened to and managed in the Date/Time column. You can block inbound contact from a number by entering that number in the Block a phone number section.
The SMS Follow Up Drips Today section shows drips sending today. The Target section shows who each drip is sending to. Clicking the dropdown arrow next to a drip here shows the message that is set to send for that drip. You can edit the message here and click Update Text Message to change it for that drip. You can view the information for each lead who it will send to in the Leads section, as well as an option to send the message now if applicable.
