A professional responsive tool creating Custom RebusAi Dashboards, built using Bootstrap3, the most popular Backend-end framework for developing responsive, mobile first projects on the web. ​ ** 1. Add an Item ** Add a Dashboard Item Click on the ‘*+Add*’ Button on the top right corner of your Dashboard screen. Once you click on the ‘’ Button, you will be asked to select the Dashboard Item Type. Choose from the 10 item types as provided by Dashboard Ninja. ​ ** 1.1 Tile ** Create A Dashboard Item As A Tile If you select the Dashboard Item Type as a Tile, a pop screen or a dashboard item creation window will appear as given below: ​ Note: The ones highlighted in purple are mandatory to fill. The Model field is the most important one to fill to save the dashboard item. ​ Category Label De

Online Appointments Based on the availability of employees and clients, it is easy to schedule online appointments in the RebusAi Calendar module. Once you install the Appointment module in RebusAi from AppStore, you will get the option to manage and schedule online appointments in the Calendar module. The online appointment feature will reduce the difficulties in scheduling meetings with clients. You can find the Online Appointments menu in the main menu bar of the module. ​ To create or edit a Appointments, go to *Website ‣ Content: Appointments*. Click New or select an existing Appointments and configure the following elements. ​ ​ In the Appointment Type field, you can mention the type of appointment. You can create new opportunities and assign them to the responsible employee for each

RebusAi: Blog Application Documentation The RebusAi blog page assists users in managing original blog posts and lessens design concerns. With the aid of RebusAi, users can concentrate on producing content by managing their blogs, picking their designs, and using mobile devices to access them. Users have a selection of the application's most inventive blog designs, which aid in increasing readership and eliciting feedback from readers through blog post comment sections. ​ We can start creating a new blog in two ways such as, 1. Using the “*+New*” button. ​ Clicking on the “*+New*” button will open a page where we can select the various editing options to create Blog posts, Appointment forms, Products, Pages, Job positions, etc., as shown in the below screenshot. ​ 2. Using the “*Blog Posts*

RebusAi: CRM Application Documentation The RebusAi CRM application helps to organize, automate, track leads, close opportunities and get accurate forecasts and synchronize sales, marketing processes. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities. ** How to create opportunity? ** 1. Navigate to the CRM module. ​ 2. Click on ‘*New*’. 3. Add the contact, opportunity name, email, phone and the expected revenue. 4. Click on ‘*Add*’. ** How to edit/delete the opportunity? ** 1. Navigate to the CRM module. 2. Take the cursor to the opportunity which you wanted to edit. 3. Click on the Record. ** Convert leads into opportunities ** To ensure that leads are properly qualified before being converted into opportunities and assig

RebusAi: Community Application Documentation The RebusAi Community application facilitates seamless communication within a company by integrating messages, notes, and chat features. ​ The ChatGPT feature is also integrated with the community app. ​ With Community, users can easily share information, files, and projects, prioritize tasks, and stay connected with colleagues and partners across different applications. This enhances productivity, transparency, and strengthens relationships by providing a convenient and efficient way of communicating. ** How to send messages? ** 1. Navigate to  the Community app. 2. Go to the ‘’ section. ​ 3. Start a new chat and send a message. ** Chat Status ** Being able to check the Status of colleagues on the Community app's sidebar or Messaging menu is a

*** 1.   General Settings *** * a. Companies * * i. My Company *: You can update your company details. ​ * ii. Document Layout: You can customize your document.  * ​ ​ ​ * iii. Email Templates *: You can customize email templates. ​ *b. Units of Measure *: Users can change units according his region. ​ *c. Discuss *: Users can set up mail servers. ** . ** ​ * d. Integrations *: Users can integrate calendars. ​ ** *2. CRM: * Users can be configured for team and lead. ** ** *2. Sales: * ** *a. Product Catalog *: Users can manage the product variant. ​ *b.  Pricing :* Users can manage the price and discount. ​ ** *c. * * Quotations & Orders: * Users can manage the Online Signature,Online Payment,Quotation Templates,Default Quotation Validity,Sale Warnings,Lock Confirmed Sales,Pro-Forma Invo

RebusAi: Contacts Application Documentation The RebusAi Contacts application is a tool that enables users to manage the contact information of the customer in a centralized location. The app provides a user-friendly interface for creating, editing, and organizing contact records, which can include contact names, addresses, phone numbers, email addresses, and other relevant details. ​ In addition to storing contact information, the Contacts app also allows users to track their interactions with contacts, such as emails, phone calls, and meetings. This feature provides a comprehensive view of the user's communication history with each contact, making it easier to maintain relationships and keep track of important conversations. ​ The Contacts app can also be integrated with other apps in the

The RebusAI eLearning application allows learners to access course materials at their own pace and convenience. They can study anytime, anywhere, without being tied to a physical classroom or schedule. The platform incorporates multimedia, such as videos, documents, webpage and interactive quizzes, making the learning experience more engaging and effective. It also provides tools for tracking learner progress, allowing instructors to identify areas where learners are struggling and provide additional support as needed. ** *How to create a Course?*               ​           ** ​ 1. Navigate to the eLearning module. 2. Click on the ‘*Create*’ button to create a new course. ​ 3. ​Enter the course details such as the course title, tags, description. 4. Navigate to the ‘*Options*’ tab and

The RebusAi Email Marketing application is a feature that allows users to create and send email campaigns to their leads and customers. This app provides various tools to design visually appealing email templates, manage email lists, track email performance, and automate email workflows. ​ With the email marketing app, businesses can efficiently promote their products and services, nurture leads, and maintain engagement with their customers. ** How to send mass mailings? ** 1. Navigate to the Email Marketing app. 2. Click on the ‘*Create*’ button to create new mailings. 3. Provide the subject. 4. Choose the mail recipients from the following options, Contact Lead/Opportunity Event Registration Mailing Contact Sales Order Mailing List Select the mailing list Note: Check out how to cr

​ RebusAi: Events Application Documentation The RebusAi Events application is used to manage and organize events, such as conferences, seminars, workshops, and meetings. It allows you to create and manage events, schedule sessions and tracks, and handle registrations and payments. ** How to create an event? ** 1. Navigate to the Events module. 2. Click on the "*Create*" button to start creating a new event. ​ 3. Enter the basic details of the event, such as the event name, start and end dates and timezone, venue. Notes: *Event Name*: Provide a title for the event by giving it a name. *Date*: The date field encompasses both the start and end dates and times of the event. *Timezone*: The term "Timezone" refers to the specific time zone in which the event is scheduled to occur. *Template*: