FAQ & Troubleshooting
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๐Getting Started
+How long does setup take?
Most users are live in 20-30 minutes. Cell phone forwarding takes ~20 min. PBX/SIP varies by system complexity. The onboarding wizard walks you through every step.
+Do I need to port my phone number?
No. You keep your existing number. Ringback uses conditional call forwarding โ missed calls route to your Ringback number while your phone still rings normally.
+What phone systems are supported?
Personal cell (iOS/Android), office PBX (3CX, FreePBX, Asterisk, Avaya, etc.), and any SIP/VoIP provider (Twilio, Telnyx, Bandwidth, RingCentral, etc.). See Phone Setup guide for details.
+Is there a free trial?
Yes โ 14 days, full features, no credit card required. Start at /onboarding.
+Can I test before going live?
Yes! The onboarding demo sends a real test SMS to your phone so you experience the exact flow your leads will see.
โกSequences & Messages
+Can I customize the message templates?
Yes. Settings โ Sequences โ Edit any step. Use {{lead_name}} and {{business_name}} variables. SMS: 1600 char max. Email: full HTML + plain text.
+What happens when a lead replies?
The sequence stops instantly. No more messages send. Lead status changes to 'replied'. You see the reply in the lead timeline and dashboard.
+Can I add more than 5 steps?
Yes. Use the API to add steps, or contact support to enable custom sequence lengths. The UI editor manages the default 5 steps.
+How do delays work?
Delays are minutes from the missed call timestamp (not from previous step). Step 1 at 0 min, Step 2 at 30 min, Step 3 at 120 min, etc. All relative to the original call.
+What is AI Voice Callback?
Optional feature: AI calls the lead back immediately after a missed call, asks for name/reason/urgency, transcribes the call, and creates a rich lead. Enable per number in Sequences settings.
+Why aren't my messages sending?
Check: 1) Phone number verified (green badge in Sequences), 2) Twilio credentials valid (Settings โ Billing), 3) Rate limits not exceeded, 4) Lead status is 'active'.
๐Leads & Dashboard
+Why didn't a missed call create a lead?
Check: 1) Call forwarding configured correctly (test with another phone), 2) Ringback webhook received (check Supabase ring_webhook_event table), 3) Call wasn't answered (forwarding only triggers on no-answer/busy/unreachable).
+Lead shows 'active' but they replied
Reply detection uses Twilio webhook. Verify: 1) Twilio Messaging webhook URL set correctly in Twilio Console โ Messaging โ Settings, 2) Webhook responds 2xx within 10s.
+Can I export leads?
Yes. Leads page has 'Export CSV' in bulk actions (select leads โ choose Export). Includes name, phone, status, source, timestamps.
+How do I mark a lead as Won/Lost?
Open lead detail page โ Actions dropdown โ Mark Won or Mark Lost. This stops any remaining sequence and updates dashboard stats.
+What do the status colors mean?
Gray=New, Green=Active, Blue=Replied, Red=Closed/Lost, Green (solid)=Won. Hover badge for tooltip.
๐Phone Setup & Forwarding
+My carrier code says 'Invalid MMI code'
Dial from Phone app keypad (not contacts). Some carriers need *72+NUMBER# format. See Phone Setup guide for carrier-specific codes.
+Calls still go to voicemail instead of forwarding
Disable voicemail or set ring time longer than forward delay (usually 20-30 sec). Carrier voicemail often answers before forward triggers.
+Forwarding works but no lead appears
Verify forward-to number matches your Ringback number exactly (E.164 format). Check ring_webhook_event table for received webhooks.
+PBX: calls forward but ring once then disconnect
Increase 'Ring Timeout' in PBX to 30+ seconds before forward triggers. Ensure gateway answers with 200 OK.
+SIP: 487 Request Terminated on forward
Increase invite timeout on provider side. Ringback answers within 2 seconds.
๐CRM Integrations
+OAuth popup blocked for HubSpot
Allow popups for your domain. HubSpot requires popup for OAuth consent.
+Test sync works but real leads don't sync
Check CRM sync job logs in Supabase (ring_crm_sync_log table). Look for rate limits or field validation errors.
+Duplicate contacts in CRM
CRM deduplicates by phone/email. Ensure lead phone_e164 matches CRM contact format exactly.
+Deal not created in CRM
Verify pipeline ID and stage ID exist in your CRM and pipeline is 'open' type.
+Custom webhook returns 4xx/5xx
Ensure endpoint accepts POST with JSON. Respond 2xx within 10s. Retries: 1m, 5m, 15m, 1h, 6h.
๐ณBilling & Account
+How do overages work?
Included allowances reset monthly. Overages billed at end of cycle: SMS $0.015, Email $0.001, Numbers $5/mo, AI Voice $0.10/min. View real-time usage in Settings โ Billing.
+Can I switch plans mid-cycle?
Yes. Changes take effect next billing cycle. Upgrade/downgrade anytime in Settings โ Billing.
+What's the cancellation policy?
Cancel anytime โ access continues until period ends. No partial refunds. Data exported on request within 30 days. Numbers released after 30-day grace period.
+Do you offer annual discounts?
Yes โ 20% off annual billing. Switch in Settings โ Billing.
+How are taxes calculated?
Automatically via Stripe Tax based on billing address. US: sales tax by jurisdiction. EU: VAT with B2B reverse charge. Update address in Settings โ Billing for accuracy.
Still need help?
Our team typically responds within a few hours during business days. Include your account email and any relevant lead IDs for faster resolution.