Getting Started

Want to save time and automate repetitive tasks? RingCentral's Workflow Builder is a powerful tool designed to do just that. While it offers a variety of pre-built templates and recipes for common uses, this quick start guide will empower you to create and edit any workflow you need by understanding its key components. Understanding the Building BlocksBefore we start building workflows, let’s talk a little about the main components that you’ll encounter throughout your building experience. TriggersA trigger is the event that starts your workflow. Think of it as the “when” part of a statement. For example, when a new chat message is received, workflow will send a message. Here are the triggers that you can choose from:SMS received: trigger when a new SMS/text message is received SMS received: trigger when a new SMS/text message is received Chat message received: triggers when a new team messaging is received Call received: triggers when a call is received Call ended: triggers when a cal

Welcome to another Getting Started with RingCentral guide! This series is all about helping you maximize your RingCentral experience through essential features. This time it’s all about how to set up your deskphone via Assisted Setup. What is Assisted Setup?Deskphones that you already own or have purchased from a third-party vendor must be set up to connect to RingCentral. This option is known as Bring Your Own Device (BYOD). You’ll be able to do an assisted setup if the phone that you have is part of the Certified and supported deskphones for RingCentral.How to do an assisted setup for your deskphoneSign in to the Admin Portal. Click the Phone System tab in the top menu. In the left panel, click Phones & Devices > User Phones, then select an existing deskphone from the list.Note: If you need to add an existing phone, go to Add an Unassigned Phone. Click Set Up & Provision. Enter the brand name or model of your deskphone in the search bar, then select it from the dropdown. C

Let’s welcome Q4 2025 with another Getting Started with RingCentral guide! Where we lead you through essential features to maximize your RingCentral experience. In this session, we’ll be showing you different ways to add different types of user extensions in your account. This is an important step in building an efficient communication system for your team. Importance of user extensions Managing and adding user extensions is crucial for any business using RingCentral. It ensures that every employee has a dedicated, easy-to-remember line, streamlining internal communication and making it simple for customers to reach the right person. Proper extension management is key to maintaining an organized and efficient phone system, supporting business growth, and enhancing overall productivity. As an admin, you’ll have the ability to manage user extensions allowing you to choose what type of extension best suits your employee. What are the types of user extensions? When adding users, you’ll nee

Welcome to another Getting Started with RingCentral guide! We’re here to walk you through essential features that help you get the most out of your RingCentral experience. In this session, we’ll show you how to easily navigate and customize your incoming call handling settings. Understanding Incoming Call Handling SettingsEver wondered how to get your calls just right? RingCentral makes it super easy to manage your incoming calls, whether you're using the RingCentral app on your phone or computer, or tweaking things in the Admin Portal. You've got total control over how calls are routed, handled and how callers are greeted, ensuring you never miss an important one! Adjustable Call Handling Features You Should KnowSet Your Availability (Schedules) - Define work hours for standard call routing and after hours for when you're closed. Create custom rules for holidays or special events, even tailoring them by Caller ID (e.g., VIPs) or what number they called. Greet & Screen Callers - Pl

Acronyms, industry jargon, and technical phrasing can make it hard to make sense of the lingo for admins and end users.  In an effort to help cut through any confusion, here’s a quick and friendly guide to answer common questions and help you navigate RingCentral with ease!RingEX and RingCXRingEX and RingCX represent different solutions focused on employee and customer experience. Let’s take a look at the key differences with an eye to what your team’s use case and daily needs are! Depending on your daily needs you might want to take a look at the key differences of these two. RingEX RingEX brings messaging, video and phone together in one-easy-to-use app that works wherever you are—on your phone, desktop, or browser. Whether you’re sending a quick message, hopping on a client call, or joining a big team meeting, RingEX keeps things smooth and simple.✅ Great for voice, video meetings, team messaging✅ Includes things like voicemail, call forwarding, SMS, and integrations (e.g., Outlook,

We’ve seen a lot of questions lately about how to make international calls in RingCentral, so we’re here to help! In this quick “Getting Started” guide, we’ll walk you through what international calling is, how to enable it, and where to find extra resources to make the process simple. What is international calling?International calling and SMS let you connect with people outside your country through your RingCentral account, whether you’re using a desk phone, the RingCentral app, or the Call Me feature.Keep in mind that outbound calls may come with long-distance charges, depending on the country you’re calling.Admins can turn off these features to prevent users from making outbound calls and sending SMS messages to international numbers, avoiding long-distance charges How to enable international calling in your accountWhen you turn on the international calling and SMS features, users that have international calling enabled in their role will be able to make calls or send text messages

Welcome to another Getting Started with RingCentral guide! In this session, we'll walk you through how to send faxes using the RingCentral Desktop app, Mobile app, and your online account. What is online faxing?Online faxing is an essential feature of RingEX Advanced and Ultra plan that allows you to send and receive faxes over the internet using a digital fax service, like RingCentral. This eliminates the need for a physical fax machine and a traditional phone line. You can send faxes directly from your computer or mobile device, and they'll be delivered as a PDF to the recipient's fax machine or online fax account. You can also use this feature through online faxing plans. Importance and benefits of online faxingEliminate Hardware and Costs: Say goodbye to expensive fax machines, dedicated phone lines, and maintenance fees. Online faxing is a software-based solution that significantly reduces your operational expenses. Easy Organization: Digital faxes are automatically stored in your

Welcome to another RingCentral "Getting Started" guide! Our goal is to help you unlock the full potential of your RingCentral experience. In this post, we'll walk you through the crucial process of registering your business SMS/MMS with The Campaign Registry (TCR). What is TCR? To comply with new industry regulations, mobile carriers now require all businesses sending SMS text messages to register with The Campaign Registry (TCR). These requirements apply to all businesses sending SMS text messages.Why is this important? Without SMS registration, you will not be able to send text messages through your RingCentral account.We understand that the term "campaign" might not seem relevant to your specific business, but in this context, it simply refers to how your company utilizes text messaging to communicate with customers. Registration ensures your messages are compliant and reliably delivered. Requirements for RegistrationEmployer Identification Number (EIN): For US customers. Business N

Are you looking for a powerful way to enhance your customer communication? Look no further! RingCentral offers an incredible opportunity to integrate seamlessly with Beetexting, an intuitive Text/SMS messaging platform, designed to support businesses in connecting with their customers more effectively.What is Beetexting?Through integration, RingCentral users can take advantage of Beetexting’s 175+ business text messaging capabilities for sales, marketing, and customer service, delighting customers by offering the option to text with you. Research shows that 64% of consumers report they are more likely to have a positive perception of a company that offers SMS as a service channel. Beetexting enables smoother SMS and MMS communication to boost customer engagement and productivity.Key FeaturesThe Beetexting Advanced SMS Inbox integrates into your RingCentral app. When you have purchased Beetexting Advanced SMS Inbox licenses, you can assign them to users and get access to the following g

Welcome to another "Getting Started with RingCentral"! Where we guide you through essential features to maximize your RingCentral experience. We’ll be guiding you on how to submit a request to transfer your phone number to RingCentral. What is Porting?"Porting" simply means transferring your existing landline or cell phone number from one telephone service provider to another. At RingCentral, you can easily transfer your phone numbers from other carriers by submitting a porting request.What Problem does this Solve for me?Keep your phone numbers: You can retain the phone numbers your customers are familiar with and rely on. Business Mobility: With RingCentral, your number becomes portable, enabling you to make and receive calls from anywhere via mobile apps, desktop applications, web browsers and even desk phones. Advanced Features: Once ported, you can take advantage of RingCentral's powerful tools, such as call forwarding, voicemail, video conferencing, and team messaging, all availab

Welcome to another Getting Started with RingCentral guide! Where we lead you through essential features to maximize your RingCentral experience. In this session, we’ll be showing you how to navigate and adjust your company call handling.What is the company call handling?Company call handling involves configuring how incoming calls to your business phone numbers are being handled, including how the call is being routed to different extensions and options during business hours and closed hours. As an admin to your RingCentral account, these features can easily be accessible through the RingCentral app and Admin Portal. What call handling features can you adjust?Business Hours Allows you to define hours during which calls are answered. Closed Hours Set up specific after-hours rules for handling calls and be directed to different routes. Routing options for both Business Hours and Closed Hours To company greeting: Plays a default or custom greeting to all callers.  To a specific user/ex

Welcome to another "Getting Started with RingCentral" series! This time, we’ll be guiding you on how to update the Caller ID name of individual phone numbers or user extensions allowing you to show different caller ID names based on your business needs.  What is the Caller ID Name?Your Caller ID name (CNAM) is the name displayed to recipients outside your organization. You can assign a caller ID name to your entire company, a specific site within your multi-site setup, or an individual phone number.What problem does this solve for me?Avoid being marked as spam: It helps customers know they’re talking to a legitimate business, reducing the chances of being mistaken for spam. Regulatory compliance: Ensures businesses meet legal requirements for showing correct caller info. Clarifying the caller’s Identity: If you manage multiple phone numbers in your business, you can display different names for each line to help recipients easily identify the caller. Protecting Privacy: If you don’t wan

Welcome to another "Getting Started with RingCentral" series! In this installment, we'll focus on adjusting your multi-site's caller ID name, which allows you to display different caller ID names based on your business setup. Let's explore how you can customize your account's caller ID name to best suit your needs. What is the Caller ID Name?Your Caller ID name (CNAM) is the name displayed to recipients outside your organization. You can assign a caller ID name to your entire company, a specific site within your multi-site setup, or an individual phone number.What problem does this solve for me?Professional image: It shows the business name or number, making your business easily identifiable to your customers. Avoid being marked as spam: It helps customers know they’re talking to a legitimate business, reducing the chances of being mistaken for spam. Regulatory compliance: Ensures businesses meet legal requirements for showing correct caller info. Avoiding confusion with other offices:

Welcome to our "Getting Started with RingCentral" series! We'll guide you through essential features to maximize your RingCentral experience. In our first guide, we’re diving into Company Caller ID Name — a powerful tool that ensures your business projects a professional image with every call. What is the Company Caller ID Name?Your RingCentral company Caller ID Name (CNAM) is the name displayed to recipients outside your organization. You can assign a caller ID name to your entire company, a specific site within your multi-site setup, or an individual phone number.What Problem does this Solve for me?Professional Image: It shows the business name or number, making your business easily identifiable to your customers. Avoid being marked as Spam: It helps customers know they’re talking to a legitimate business, reducing the chances of being mistaken for spam. Regulatory Compliance: Ensures businesses meet legal requirements for showing correct caller info. How to Set Up Your Company Calle

Welcome! We are so glad you are here!The goal of the RingCentral Community is to create an inspiring environment for support! We want to encourage the sharing of best practices and engaging with your fellow admins, end users, and developers connected with RingCentral.Please keep in mind - this is a brand new platform. It is inevitable that there will be hiccups. If you identify something that requires the RingCentral team’s attention, please reach out to us via private message right here in the Community or via our Community Support email below. Thanks for your understanding and patience as we work out all the kinks. The RingCentral Community Forum Terms of Use (the “Community Forum TOS”) is the governing document for this community. The following post breaks down the Terms of Use defines expected etiquette for participation in the community. Code of ConductThe following are for your benefit and will help to make this community your go-to for crowdsourced support.We ask that you respec