The wider toolkit
Ask Ray — the in-app assistant
Ray answers questions about RepBud — and about your own account — without you going looking for the screen that holds the answer.
6 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
What can Ray actually see?+
Your own account — your contacts, recent logs and open items — plus how RepBud works. It does not see other members' data.
Is Ray the same thing as the assistant in the phone app?+
It is the same brain behind both. In the app it is called Your RepBud.
Can I trust the answer?+
Treat it as a fast reading of your own records, not a ruling. RepBud is designed to assist, not replace, your professional judgement — open the record when the answer matters.
Do I have to be on a paid plan?+
Ray answers questions about RepBud for anyone. Answers drawn from your own account need you to be signed in to one.
Where is Ray?+
In the corner of every screen, so you can ask from wherever you are rather than navigating to a help page.
RepBud is designed to assist, not replace, your professional judgement.