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FAQ & Troubleshooting

Quick answers to common questions. Can't find yours?Contact support

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๐Ÿš€Getting Started

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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.

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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.

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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.

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Is there a free trial?

Yes โ€” 14 days, full features, no credit card required. Start at /onboarding.

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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.

โšกSequences & Messages

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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.

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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.

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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.

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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.

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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.

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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'.

๐Ÿ“ŠLeads & Dashboard

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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).

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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.

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Can I export leads?

Yes. Leads page has 'Export CSV' in bulk actions (select leads โ†’ choose Export). Includes name, phone, status, source, timestamps.

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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.

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What do the status colors mean?

Gray=New, Green=Active, Blue=Replied, Red=Closed/Lost, Green (solid)=Won. Hover badge for tooltip.

๐Ÿ“žPhone Setup & Forwarding

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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.

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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.

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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.

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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.

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SIP: 487 Request Terminated on forward

Increase invite timeout on provider side. Ringback answers within 2 seconds.

๐Ÿ”—CRM Integrations

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OAuth popup blocked for HubSpot

Allow popups for your domain. HubSpot requires popup for OAuth consent.

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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.

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Duplicate contacts in CRM

CRM deduplicates by phone/email. Ensure lead phone_e164 matches CRM contact format exactly.

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Deal not created in CRM

Verify pipeline ID and stage ID exist in your CRM and pipeline is 'open' type.

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Custom webhook returns 4xx/5xx

Ensure endpoint accepts POST with JSON. Respond 2xx within 10s. Retries: 1m, 5m, 15m, 1h, 6h.

๐Ÿ’ณBilling & Account

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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.

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Can I switch plans mid-cycle?

Yes. Changes take effect next billing cycle. Upgrade/downgrade anytime in Settings โ†’ Billing.

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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.

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Do you offer annual discounts?

Yes โ€” 20% off annual billing. Switch in Settings โ†’ Billing.

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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.