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Vobix AI
VOBIX
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Guides

A guide for every step.

A short, step-by-step guide for every part of VOBIX, written for an owner who is not technical.

28 guides so far. A new one is written with every feature.

Getting started

  1. Create your accountWho this is for: an owner (or anyone) opening VOBIX for the first time.
  2. Confirm your emailWho this is for: anyone who just created an account, or just accepted an invite.
  3. Add your businessWho this is for: an owner who has confirmed their email. Also for an owner adding a second business.
  4. Turn on two-step sign-inWho this is for: everyone, and owners most of all.
  5. Invite your teamWho this is for: owners. Only an owner can invite or remove people.
  6. Sign out everywhereWho this is for: anyone who lost a phone, used a shared computer, or sees a device they do not recognise.
  7. Set up your business profileWho this is for: owners. Only an owner can set up or change the business profile.
  8. The setup listWho this is for: everyone on the team. Owners can do every item; staff see the list and what is done.
  9. Try it with sample leadsWho this is for: owners show and remove the samples. Everyone on the team can see them.

Leads

  1. Add a lead by handWho this is for: owners and office staff. Field staff cannot add leads; they work the ones assigned to them.
  2. The leads board and the listsWho this is for: everyone on the team. Field staff see only the leads assigned to them.
  3. A lead's card: notes, calls, who has itWho this is for: everyone on the team, for the leads they can see.
  4. Reminders and the Today pageWho this is for: everyone on the team.
  5. The calendarWho this is for: everyone on the team. Field staff see their own leads and reminders.
  6. NotificationsWho this is for: everyone on the team.
  7. Make the stages your ownWho this is for: owners. Everyone else can see the stages, not change them.
  8. Who sees what: owner, office, fieldWho this is for: owners, when they invite their team. See Invite your team.

Messages and automation

  1. The InboxWho this is for: owners and office staff. Field staff see the conversations of the leads assigned to them.
  2. A conversation: reading and replyingWho this is for: owners and office staff reply. Field staff can read the conversation on a lead that is theirs.
  3. Do not contactWho this is for: owners and office staff see the list and add to it. Only an owner takes an address off it. Field staff do not see the list.
  4. Connect your mailboxWho this is for: owners.
  5. Automation: what runs by itselfWho this is for: everyone can read it. Switches are an owner's to change.

Quotes

  1. Quotes and prices: your price book and your starting termsWho this is for: owners and office staff keep the price book. Only an owner changes the tax rate, the terms and the numbering. Field staff do not see this page.
  2. Write a quoteWho this is for: owners and office staff. Field staff see that a quote exists on a lead of theirs, but not what it says.
  3. Send a quote, and change one you sentWho this is for: owners and office staff.
  4. What your client sees: the quote pageWho this is for: everyone who sends quotes. Read it once, so you can tell a client on the phone what to press.
  5. Change ordersWho this is for: owners and office staff.
  6. The Quotes list, and printingWho this is for: everyone. Field staff see a shorter list.

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