Knowledge Base
Introducing AI Build Hours
What are Build Hours? Build Hours are 1:1 sessions where our AI experts work with you to get your Conversation AI/Voice AI agents set up and take them live. Why did we start this? We started AI Build ...
Updated 8/13/2026
Season of AI Promotion Ending Information & FAQ's
The Season of AI promotion has officially concluded, and it’s time to transition into the post-promotion phase. This article will walk you through the key changes, billing details, and steps to ensure...
Updated 8/13/2026
Sub-Account Launchpad
LaunchPad provides a guided, interactive onboarding experience at both the agency and sub-account (location) levels. It centralizes first-step tasks, video walkthroughs, and progress tracking so teams...
Updated 8/13/2026
SaaS: Multiple Payment Providers/UI Enhancement
Overview The sub-account billing page has been improved to make it easier for SaaS (Software as a Service) sub-accounts with payment options other than Stripe. Here’s what’s new: Updated SaaS Activati...
Updated 8/13/2026
Agency Dashboard: Summary Tab
Learn how the Agency Dashboard Summary tab calculates Revenue and MRR using only RYB Platform-backed sources and how that affects the Summary tab’s KPI cards and charts. The Agency Dashboard Summary t...
Updated 8/13/2026
RYB Platform vs Profitwell vs Stripe MRR
TABLE OF CONTENTS Why MRR Can Differ Across Tools Overview: What RYB Platform Includes in MRR Comparison: MRR Calculation Across Platforms Currency Handling Tip: If Your MRR Looks Different Why MRR Ca...
Updated 8/13/2026
Wix to RYB Platform (Migration Guide)
This comprehensive guide is intended to help you through the migration process from Wix to RYB Platform, ensuring a smooth and efficient transition. By following the steps outlined in this document, y...
Updated 8/13/2026
Keap to RYB Platform (Migration Guide)
This guide provides detailed instructions for migrating from Keap to RYB Platform, covering the transfer of contacts, custom fields, automations, landing pages, and other essential assets. The goal is...
Updated 8/13/2026
How to Submit Feedback or Report a Bug in RYB Platform
When submitting feedback or reporting a technical issue in RYB Platform, clicking “Click to upload” now automatically captures a high-resolution snapshot of your entire screen . This provides precise ...
Updated 8/13/2026
Getting Started - Create and Send Invoices
Managing your sales and billing doesn't have to be tedious! Think of invoices as your business calling cards—they represent your professionalism and set clear expectations with your customers. Let's d...
Updated 8/13/2026
Getting Started - Setup Payment Links
Ready to simplify payments and boost your sales? Let's dive into setting up easy and secure payment links that your customers will love. With just a few clicks, you'll have a streamlined way for custo...
Updated 8/13/2026
Getting Started - Launch an Email Campaign
Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results. Whether you're promoting your services or simply staying top of mi...
Updated 8/13/2026
Getting Started - Setup Email, Phone, and SMS
This guide walks you through setting up Email, Phone, and SMS inside RYB Platform, so you can manage all communications from one platform. By completing these configurations, you’ll be able to send au...
Updated 8/13/2026
Media Storage - Canva Integration
Connect Canva directly in RYB Platform Media Storage so your team can access designs from a dedicated Canva view. This article covers how the integration works, how to connect it, and how to use Canva...
Updated 8/13/2026
Effortless File Search: Media Center’s File Type Filter for Quick Access
The new File Type Filter for Media Center lets you zero-in on photos, videos, audio, docs, PDFs, and more with a single click—so you spend less time scrolling and more time creating. TABLE OF CONTENTS...
Updated 8/13/2026
Media Library - Built-In Image Editor
RYB Platform’s built-in Image Editor lets you crop, rotate, flip, and fine‑tune images directly inside the Media Library, no external tools required. Edit, save, and reuse visuals across Social Planne...
Updated 8/13/2026
Unified Task Management Across Contacts and Opportunities
This guide walks you through RYB Platform’s Unified Task Management system, available across Contacts and Opportunities. It’s designed to help users create, edit, and manage tasks through a consistent...
Updated 8/13/2026
Recurring Tasks
Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence,...
Updated 8/13/2026
Integration of Membership Courses with GoKollab
How to List and Manage Membership Courses in Gokollab Marketplace This article shows you how to list your Membership courses on the Gokollab Marketplace to expand reach, boost engagement, and grow you...
Updated 8/13/2026
Pin Your Favorite Groups
Overview To help users navigate faster and stay connected to their most important groups, GoKollab now allows you to pin your favorite groups for quick access. Pinned groups are displayed at the top o...
Updated 8/13/2026