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?+
A recent slice of your own account: your thirty most recent interactions, your forty most recently touched contacts, and your twenty open tasks — plus how RepBud works and what it costs. It does not see other members' data, and it does not see the whole of yours.
What can Ray not answer?+
Anything that needs counting or searching beyond that slice. "How many contacts do I have?" and "who haven't I contacted at this client this month?" are both outside it — Ray is given a recent extract, not a query over your database. It is built to say it cannot see something rather than to guess, and it cannot change anything: it reads and explains, then shows you where to go.
Is Ray the same thing as the assistant in the phone app?+
One brain, two doors. On the web it is the pill in the corner; in the phone app it is on the More tab as Ask Ray, under Your work. The assistance that writes up your logs and drafts your reports is a separate thing — that is Your RepBud.
Can I trust the answer?+
Treat it as a fast reading of your own recent 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?+
No. Ray answers questions about RepBud for anyone, and there is no plan check on the answers about your own account either — those just need you signed in.
Where is Ray?+
Pinned to the bottom-right corner of the web app, so you can ask from wherever you are rather than navigating to a help page. It stays out of the way on the pages where it would be in it — sign-in, onboarding, a live Reconnect room and the presentation views.
RepBud is designed to assist, not replace, your professional judgement.