Ringle User Guide

Ringle User Guide

Step-by-step instructions for the Ringle portal, with a picture for every step. Pick a task below to get started.

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Updated September 4, 2026 · 32 workflows

Getting started

Registering an accountCreate a Ringle portal account with the signup wizard: fill in your details, verify your email address with a one-time code, and get signed in automatically.6 steps Logging in, logging out, and MFASign in to the Ringle portal with an email or phone number, use a single sign-on provider, complete an MFA challenge when one is enabled, and sign out again.8 steps Password reset and recoveryRecover access to an account with the forgot-password flow, and change your password while signed in.5 steps

Account & profile

Account profile and preferencesReview and edit your account profile (name, contact details, and workspace memberships) and set your personal language and theme preferences.4 steps Account security and sessionsChange your password from Account Settings, turn multi-factor authentication on or off, and review or revoke the devices signed in to your account.6 steps

Demo workspaces

Creating a demo workspaceCreate a personalized demo workspace from the onboarding form: name it, pick a business sector, choose the assistant's tone and brand vibe, and select the languages it should speak.5 steps Demo workspace dashboard and navigationFind your way around a demo workspace: the dashboard, the sidebar navigation, and the workspace switcher for moving between demo workspaces or creating a new one.4 steps Text chat and the OMS panelRun a live text conversation with your workspace's AI assistant and follow along in the OMS panel.6 steps Voice demo and voice selectionTalk to your workspace's AI assistant by voice, and choose the voice it speaks with using the voice picker on the workspace Settings page.6 steps Demo orders and productsBrowse and manage the demo orders and the product catalog that your workspace's AI assistant works against.4 steps Demo helpdesk and escalationsTry out the helpdesk side of your demo workspace.4 steps Demo analytics and session transcriptsReview every conversation your demo workspace has run.3 steps Demo conversation editor and blueprintsSee how your workspace conversation is assembled from a skill set, inspect and edit a skill in the Playbook, try the draft in a safe preview, and understand how publishing works.5 steps Demo experimentsA/B test conversation variants from your workspace.4 steps Demo settings and phone numberManage the workspace basics on the Settings page: rename the workspace, change its sector, pick the assistant's voice, request a real phone number for inbound calls and SMS, and (for owners) delete the workspace.3 steps Demo sharing and invitesGive other people access to your workspace from the Sharing page.6 steps

Business tenant access & switching

Tenant signup and access requestsThe Tenant Access page is the front door for workspace access.5 steps Switching tenants and workspacesIf your account belongs to more than one business, the switcher at the top of the sidebar moves the whole portal from one tenant to another: dashboard, analytics, conversations, and settings.4 steps

Tenant console

Tenant dashboardThe dashboard is the landing page for a business tenant: a quick read on the tenant, its POS provider, and call volume, plus shortcuts into conversations and the test drive pages.3 steps Call analytics and transcriptsThe Analytics page lists every conversation session your tenant's assistant has handled.3 steps Menu managementThe Menu page shows the menu Ringle reads from a restaurant tenant's POS: the same catalog the assistant quotes on calls and in chat.3 steps Test drive text and voiceThe Test Drive pages let you talk to your tenant's assistant exactly as a customer would, in text or by voice.5 steps

Conversation designer & experiments

Conversation management and versioningThe Blueprints page is the home of your tenant's conversation design.3 steps Conversation editorUse the Playbook to read and edit one conversation skill from top to bottom.5 steps Experiments and A/B testingThe Experiments page splits live conversation traffic across variants so you can compare two or more versions of a conversation.4 steps Advanced conversation configurationFour settings pages tune the conversation engine underneath the flows: Intents controls what the assistant recognizes, LLM Prompts customizes the classifier prompts, Capabilities switches whole behaviors on or off, and Engine Behavior sets timing and clarification defaults.7 steps

Tenant settings & integrations

Voice and TTS settingsThe Voice Config page controls how the assistant sounds on phone calls: the text-to-speech provider, the specific voice, and delivery tuning such as speed.5 steps Message templates and sending domainsThe Message Templates page owns everything the assistant sends over email and SMS: the templates themselves, a delivery log of what actually went out, the custom email sending domains, and the branded short-link domains used in outbound messages.9 steps Email channel setup and inboxTwo pages run the email channel.4 steps Tenant profile, API keys, and payment linksThree Account & Access pages cover the tenant's own record: Tenant Profile edits the business details and provider assignments, API Keys issues and revokes tenant-scoped keys for the REST API, and Payments creates ad-hoc payment links and checks their status.7 steps Integrations and helpdesk connectionsThe Connections page links the tenant to its commerce and support systems: OAuth flows for Square and Shopify, and token forms for Redo, Gladly, Gorgias, Toast, Kustomer, Shopmonkey, and Tekmetric.3 steps

Reference

Public and legal pagesFind the portal's legal documents (terms of service, privacy policy, cookie policy), see where the footer's marketing links lead, and recognize the not-found page.5 steps

For Ringle administrators

Platform administration guideTenant, telephony, key, and auth administration for platform operators.Requires a Ringle admin sign-in