The RebusAi Survey application is a feature that allows you to create and conduct surveys to collect feedback from your customers or employees. The Survey module provides a flexible interface for designing and managing surveys that can be customized to meet your specific needs.
With this application, you can create various types of questions such as multiple-choice, open-ended, rating scales, and matrix questions. You can also define survey pages and sections to organize questions logically, and configure survey access rules to control who can take the survey.
** How to create a survey? **
1. Navigate to the Surveys app.
2. Click on the ‘*Create*’ button to create a new survey.
3. On the survey form, add a Survey Title.
4. Add a cover image to the survey by hovering over the photo ic
The RebusAI Sales application is used to manage and optimize various aspects of the sales process within a company. This includes managing customer data, creating and sending quotations, confirming sales orders, creating invoices and managing payments and generating sales reports and analytics.
** How to create a course product? **
1. Navigate to the Sales app.
2. Open the *‘Products’* menu.
3. Click on the ‘*Create*’ button to create a new product.
4. Provide the details like name, sales price etc.,
5. Under the ‘*General Information*’ tab select the ‘*course*’ option in the ‘*product type*’ field.
6.Click on Save.
** How to create a Sales Order? **
1. Navigate to the Sales app.
2. Open the ‘*Orders*’ menu.
3. Click on the ‘*Create*’ button to create a new Sales Orders.
4. Pro
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
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
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: 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*:
* Create a forum *
To create or edit a forum, go to *Website ‣ Configuration ‣ Forum: Forums*. Click New or select an existing forum and configure the following elements.
*Forum Name*: add the name of the forum.
*Mode*: select Questions to enable marking an answer as best, meaning questions then appear as solved, or Discussions if the feature is not needed.
*Default Sort*: choose how questions are sorted by default.
*Newest*: by latest question posting date *Last Updated*: by latest posting activity date (answers and comments included) *Most Voted*: by highest vote tally *Relevance*: by post relevancy (determined by a formula) *Answered*: by likelihood to be answered (determined by a formula)
Privacy: select Public to let anyone view the forum, Signed In to make it visible only for sig
The RebusAi Marketing Automation application is a feature that enables businesses to automate their marketing tasks and workflows. With this app, businesses can create personalized marketing campaigns, segment their audience, and send targeted messages based on specific triggers or conditions.
The application also includes features such as lead scoring, automated follow-up emails etc. By automating marketing tasks, businesses can save time, increase efficiency, and improve their overall marketing performance.
** How to create email campaigns? **
1. Navigate to the Marketing Automation app.
2. Click on the ‘*Create*’ button to create a new campaign.
3. In the Email Campaign form, you can enter the Campaign Name.
4. Select the target audience in the ‘Target’ model.
*Note*: 1) this field
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