Knowledge Base
Removing Contact Tags From Multiple Contacts
This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action. Whether you’re cleaning up outdated segments, restructuring your CRM, or clearing cont...
Updated 8/13/2026
Adding Contact Tags to Multiple Contacts
This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature. Whether you’re organizing leads by lifecycle stage, segmenting users for campaigns, or flagging cont...
Updated 8/13/2026
How to Create Subscriptions & Invoices from Contact's Profile
This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of t...
Updated 8/13/2026
The All-New Contact Detail Page
The all-new RYB Platform Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it matters, and how to...
Updated 8/13/2026
Activity Section Upgrade
Learn how to navigate and leverage the redesigned Contacts → Activity section. Featuring new icons, date groupings, clickable cards, and enhanced performance. Note: To enable this feature, go to Setti...
Updated 8/13/2026
Adding Multiple Phone Numbers for a Contact
Need to store more than one phone number for a contact? RYB Platform makes it easy to manage multiple contact numbers from mobile to work, home, and more. You can also set a primary number and assign ...
Updated 8/13/2026
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in RYB Platform, covering both direct uploads and custom fields for a more organized approach to document management. TABLE OF CONTENTS W...
Updated 8/13/2026
"Add Contact" Form Upgrade and Customizations
RYB Platform’s upgraded Add Contact sidebar streamlines contact creation and keeps your CRM consistent. Admins can choose which fields appear (including custom fields), set required fields, and reorde...
Updated 8/13/2026
How to Analyze an Agency's Spending on LC Communications
In your agency account, we provide you features that help you analyze your agency's spend on LC Communications (LC Phone, LC Email, WhatsApp, etc) TABLE OF CONTENTS How to check your Agency's credit b...
Updated 8/13/2026
How to fix links in the email that do not open?
When we open the links sent from RYB Platform, it's going to email.mg.yourdomain.com, which is the Mailgun subdomain you set up for the location here . It is because we need to change the links in the...
Updated 8/13/2026
How to check logs for a specific email in Mailgun
TABLE OF CONTENTS Mailgun Sending Logs Analyzing the results Common errors Not Delivering to Previously Bounced Address If the recipient unsubscribes accidentally Unauthenticated email from xxxxxxxxxx...
Updated 8/13/2026
Email Error Library for supported SMTPs
Navigating email errors can be complex, given the myriad factors that can interfere with successful delivery. This guide elucidates common issues encountered using email services such as Mailgun and G...
Updated 8/13/2026
Setting alias for Google smtp
Learn more on Masking Sender Emails - From Name & Address Learn more about Why Can't I use My Free Email Address As The SMTP? document.querySelectorAll('.portal-attachment-thumbnail-img').forEach(func...
Updated 8/13/2026
Using Google/Gmail/Google Workspace as your SMTP Provider
This comprehensive guide walks you through creating app-specific account passwords with 2-step verification, focusing on Gmail SMTP integration. It is particularly useful for users in the Philippines ...
Updated 8/13/2026
Pre-Built A2P Campaign (Widget-First) Registration Flow
Overview The Quick Setup ( Pre-Built A2P Campaign) registration flow is a structured campaign submission experience designed to: Improve compliance accuracy Reduce carrier rejections Eliminate manual ...
Updated 8/13/2026
AI-Powered A2P Compliance Validation
AI-Powered A2P Compliance Validation helps you catch common compliance issues before submitting your A2P campaign for carrier review. RYB Platform automatically reviews your opt-in form, Privacy Polic...
Updated 8/13/2026
How To Fix - Phone Call Redirect Loop
If you're hearing phone calls that loop, playing the same message over and over again, or you're seeing phone calls stack up one after another in Conversations, that is a "redirect" loop. Let's fix it...
Updated 8/13/2026
SaaS Mode - Full Setup Guide + FAQ
With RYB Platform's SaaS mode, agencies can offer their clients a personalized and fully integrated experience using a platform that can be resold under their brand. The white labeling feature ensures...
Updated 8/13/2026
Agent Studio Template Library: Build AI Agents Faster with Reusable Templates
Launch production-ready AI agents in minutes using the Agent Studio Template Library in RYB Platform. Choose from agency-created or official starter templates, then customize variables to match each c...
Updated 8/13/2026
Tabular View for Sub-Accounts List
Streamline large client lists with RYB Platform’s new Tabular View for the Sub-Accounts. Quickly sort, filter, and act on every location from one structured dashboard, perfect for fast-growing agencie...
Updated 8/13/2026