KCS - How do I integrate Ruby Receptionist with Clio

Objective:

  • to integrate Ruby Receptionist with Clio

Environment:

  • Clio Web App
  • Ruby Receptionist

Additional Information:

Ruby Receptionist provides personalized, live, virtual receptionist services. Ruby leverages proprietary technology combined with bright, charming receptionists who live five core values—Foster Happiness, Practice "WOWism", Create Community, Innovate and Grow—to deliver its unique vision of customer service. Using their signature Ruby tone, Ruby's receptionists cheerfully connect calls, take messages, answer basic inquiries, process intake forms, screen callers and more.

Procedure:

  1. Log into Ruby Receptionist 
  2. Click on Account > Applications
  3. Navigate to the Authorize button and this will allow Ruby to automatically send messages to your Clio account as Communication logs.  If you are not already logged into Clio, you will be prompted to do so, then confirm the connection. 

 

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