Joby

Sophia Martinez

Communications

Compose a message in the Conversations Inbox and set it to send at a specific date and time. Great for after-hours replies, appointment reminders, and morning follow-ups.

Schedule messages to send later

Move finished conversations out of your main Inbox without deleting them. Restore any archived conversation in one click, with the full history intact.

Archive and restore conversations

Message your team inside Joby. Post to the company-wide Team Channel, create private groups for a crew or department, or DM a teammate one-on-one.

Team Chat: channels, groups, and direct messages

Conversations Inbox

Put the customer on hold, brief the person you're handing them to, then connect everyone and drop off — so nobody has to explain themselves twice.

Warm transfer a call to a teammate

Group phone numbers into a team and route them through a call flow or attach them to a lead source.

Create and Manage Call Groups

Choose your default outbound caller ID and which numbers appear in the dialer dropdown.

Configure Dialer Settings

Hide your team's real numbers from customers by routing outbound through a masking number and per-service-type display numbers on inbound.

Configure Phone Masking

Purchase local or toll-free numbers in Joby and configure how each one is used.

Buy and Manage Phone Numbers

Design the call flow callers hit: IVR menu, live-agent queue, AI Receptionist, voicemail, and hold music.

Build and Customize Visual Call Flows

Phone System

Register your business with US carriers so SMS messages from Joby actually get delivered to customers. Joby AI pre-fills the carrier-compliant copy for you.

Complete A2P 10DLC Phone Registration

Set your default SMS sender and per-service-type sender numbers so the right line is used for every text.

Configure SMS Sender Logic

SMS and MMS

Connect your own email account (Gmail, Microsoft 365, or SMTP), control which agents can send from it, and pick which email sends customer-facing documents like estimates, invoices, and receipts.

Connect Email Accounts and Set Sender Permissions

Email

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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