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Getting Started
Account creation, user profiles, and branding setups.
Workflows
Triggers, SMS reminders, pipelines, and webhooks.
Unified Inbox
Instagram DMs, Facebook Chat, SMS numbers, and SMTP.
Funnels & Booking
Custom domains, calendars, checkouts, and Stripe.
Featured Guides
Click on a guide to view setup instructions.
Learn how to map your company sub-domain to the Roxi white-label portal using CNAME records.
To set up domain mapping: 1.
Access your DNS provider dashboard (e.g.
GoDaddy, Cloudflare).
2.
Create a CNAME record.
Set host/name to 'portal' or your preferred subdomain.
3.
Set target/value to 'whitelabel.roxi.ca'.
4.
Save and allow up to 4 hours for propagation.
5.
In Roxi, go to Settings > Domain and input your subdomain to verify SSL..
Step-by-step instructions to create an automatic text reply when a customer submits a web form.
Follow these steps: 1.
Go to Workflows > Create New.
2.
Select 'Form Submission' as the Trigger.
Select your form from the dropdown.
3.
Click the '+' button to add an action.
Choose 'Send SMS'.
4.
Write your message.
Use custom tags like {{ contact.name }} to personalize.
5.
Add a 10-minute wait step, then add another action.
6.
Click Publish and Save..
Link your Meta Business accounts to sync customer DMs directly to your central Roxi portal.
Integration steps: 1.
Navigate to Settings > Integrations.
2.
Locate Meta (Facebook/Instagram) and click Connect.
3.
Log in with the Meta account that owns your Business Pages.
4.
Authorize all permissions for page messaging.
5.
Choose the pages you want to link.
6.
Once linked, test by sending a DM.
It will appear instantly in your Unified Inbox..
Configure Stripe integrations to collect invoice payments instantly via automated text links.
Configuration guide: 1.
Head to Settings > Integrations and select Stripe.
2.
Click Connect and authenticate with Stripe.
3.
In any contact thread or automated workflow, select 'Send Invoice' action.
4.
Input the item amount and description.
5.
Roxi will auto-generate a secure Stripe Checkout URL and text it to the customer.
6.
When paid, the contact's pipeline stage will automatically move to 'Paid'..