# Changelog

What's new in Small Business Chatbot, newest first.

## Google Analytics Integration

*October 27, 2026*

- The chats, phone calls, texts, leads and appointments the AI receptionist handles now show up as events in your own Google Analytics 4 property.
- If your website already runs Google Analytics or Google Tag Manager, the chat widget reports three events to it with no setup: a visitor opened the chat, sent their first message, or left their details. Each event stays in the visitor's session, so the source and campaign that brought them are kept.
- To see calls, texts, CRM leads and appointments too, open Integrations, then Google Analytics, and paste your GA4 Measurement ID and a Measurement Protocol API secret. Press Send test event and a test event appears in GA4 within a minute.
- Every event starts with sbc_ and carries only the channel, ids, counts and the lead quality score. Names, emails, phone numbers and transcripts are never sent.
- Mark an event like sbc_appointment_booked as a key event in GA4 and it counts as a conversion in your reports and in Google Ads.

[View the Google Analytics integration](https://smallbusinesschatbot.com/docs/integrations/analytics/google-analytics)

## Keyword-Based Spam Protection for Voice AI

*September 7, 2026*

- Keep unwanted call-summary emails out of your inbox with the new Spam protection switch in voice settings, just below call recording.
- Add your own keywords or phrases, or click Detect keywords based on my conversations. AI reviews caller speech from your latest 100 phone conversations and suggests specific, longer phrases chosen to minimize false positives. Click a suggestion to add it; nothing is enabled automatically.
- When a caller says an exact saved keyword or phrase, the conversation is marked Spam, its summary email is skipped, and the reason is logged. The call continues normally and its transcript stays in Conversations.
- Matching ignores capitalization and extra spaces, checks whole words, and never checks the AI agent's replies. AI replies are also excluded when generating suggestions.
- Keywords appear as removable pills. Press Space or Enter to add one, use Shift+Space or paste to enter a longer phrase, and click the X to remove it. Save your settings to apply changes to future calls.

## AI Appointment Booking Release

*August 24, 2026*

- The chat agent now books, cancels, and reschedules appointments right in the conversation, using live calendar availability.
- Every connected calendar gets a public booking page with a shareable link, timezone-aware times, and double-booking protection.
- The AI receptionist can text your booking link to callers mid-call, so they book while your business is top of mind.
- Invitees reschedule or cancel on their own through secure links in the calendar invite, inside the cutoff rules you set.
- New appointment triggers send confirmation and reminder texts and emails through one-click workflow starters.
- Reminders stop automatically on cancellations, retime automatically on reschedules, and every change lands on the CRM contact's timeline.

[View AI Appointment Booking](https://smallbusinesschatbot.com/ai-appointment-booking)

## New CRM Release

*August 6, 2026*

- A full CRM is now available with contacts, companies, and opportunities.
- Our AI agents and workflows (chat, voice, text, email, appointments, and more) now sync up to the CRM automatically.
- Get AI agents to automatically screen for low-quality leads and organize your pipeline around the highest-quality ones.
- Track every deal on visual pipeline boards with customizable stages and win percentages, from new lead to won.
- Every call, text, email, note, task, and appointment lands on the contact's activity timeline without manual data entry.
- Import your existing contacts with a guided CSV import, and keep notes and tasks on any contact, company, or opportunity.

[View AI CRM for Small Businesses](https://smallbusinesschatbot.com/ai-crm-for-small-businesses)

## Workflows Can Enrol Each Contact Only Once

*July 29, 2026*

- Added an Only enrol each contact once setting to workflow settings.
- When it is on, a contact who has already been through that workflow will not start a second run, no matter which trigger fires.
- Contacts are recognised by their contact record, email address, or phone number, so the same person arriving from a different source is still caught.
- Blocked attempts are not silently dropped: they appear in the workflow's execution records as Blocked due to re-enrol, with the contact's name, phone, and email visible.

## AI Answering Service Human Transfers

*July 8, 2026*

- AI answering service agents can now transfer a live call to a human phone number when a caller asks to speak with a person.
- A new voice-agent setting lets teams enable human transfers and choose the human transfer number.

[View AI Answering Service page](https://smallbusinesschatbot.com/ai-answering-service-for-small-business)

## Workflow Testing, Execution Contacts, And Email Replies

*July 1, 2026*

- Workflow executions now include a fast-forward action for runs that are waiting, so teams can skip delays while testing.
- Execution records now show the contact tied to the run, including first name, phone, and email when those values are available.
- Email replies can now send an email directly back to the user, helping teams see and respond to customer replies faster.

## Text Extractor For Workflow Data

*June 25, 2026*

- Added a Text Extractor action for workflows.
- The node can pull useful values out of text, API responses, and arrays of records without using AI.
- It supports simple starts-with and ends-with selectors, regex patterns, newest matching record selection, and all-match output.

## Custom Chat Widget Videos And Images

*June 24, 2026*

- Chat widget launchers can now use custom videos and custom images.
- Businesses can match the widget opening experience to their own brand, staff, product, or service visuals.

## Duplicate Workflow Actions And Full Workflows

*June 22, 2026*

- Added a Duplicate another Node option in the workflow builder so teams can copy an existing action's settings into a new downstream step.
- Added workflow duplication so a saved workflow can be copied into a new draft with its workflow settings, nodes, credentials references, and connections preserved.
- Duplicated workflows get new workflow IDs, node IDs, and webhook endpoint IDs, while keeping only the 10 most recent webhook samples and leaving execution history untouched.

## Replay Workflows From The Execution Tab

*June 19, 2026*

- Added a cycle button to the workflow execution tab so you can replay a workflow from an execution record.
- The replay uses your current saved workflow settings, making it easier to test changes after editing a workflow.
- This gives teams a faster way to make workflow adjustments and immediately confirm how the updated automation behaves.

## Inbound SMS Texting Agent Toggle

*June 17, 2026*

- Added a setting that lets businesses turn the inbound SMS texting agent on or off from the voice-agent settings screen.
- When enabled, the AI texting agent can respond to customer texts that come into the business Twilio number.
- When disabled, the business can keep the number connected without the AI sending an automatic SMS response.

## Full Job Progress Integration Now Available

*June 17, 2026*

- Small Business Chatbot now has a full Job Progress integration for home service business owners.
- Teams can use Small Business Chatbot workflows with Job Progress to send texts, send emails, send proposals for signature, send invoices, and trigger relevant AI phone calls.
- This connects customer follow-up, document sending, billing steps, and AI outreach into one automation system.

## Workflow Follow-Ups Can Stop When A Customer Replies

*June 11, 2026*

- Workflows can now stop automatically when a customer replies to your outbound text or outbound email.
- This helps prevent extra follow-up messages from going out after the customer has already responded.
- You can turn this on in workflow settings for outbound text replies, outbound email replies, or both.

## New 'Deep Search' Tool For Big Websites

*May 12, 2026*

- Added a new optional tool called 'Deep Search' that you can turn on for your chatbot.
- This is an extra tool on top of the regular website learning the chatbot already does.
- When a customer asks a very specific question, Deep Search digs into your website to find the exact detail they're looking for.
- It only searches your own website, never anywhere else on the internet.

## Revenue Workflows And Built-In CRM Release

*March 14, 2026*

- The platform now has the ability to create AI workflows that help you capture more revenue across your operations.
- Workflows allow you to connect to most APIs that you can use for various operations.
- Chat widget and Voice AI conversations can now have automatic follow-ups to help make sure leads book appointments or receive strong customer service.
- Small Business Chatbot now connects to most CRMs with inbound webhooks as a new workflow trigger.
- Outbound texts, email, and outbound AI voice calls are now available across all operations.
- Outbound communications can be limited to office hours so prospects are not reached out to inappropriately.
- A new lightweight CRM has been added to Small Business Chatbot so leads can be tracked automatically as they come in.

## Knowledge AI Agent Release

*March 3, 2026*

- Released an always-open embedded Q&A agent that can be placed directly inside website pages.
- Added streamed responses with source-aware references for website-backed answers.

[View Documentation Search page](https://smallbusinesschatbot.com/documentation-search-for-small-businesses)

## Lead Grading For Chat Widget

*March 1, 2026*

- Added optional lead scoring for chat widget conversations using letter grades from A through D.
- Lead scores are included in conversation summaries and downstream follow-up context.

[View Chat Widget page](https://smallbusinesschatbot.com/chatbot-for-small-businesses)

## Add Photos To Chat Widget

*February 3, 2026*

- Added photo upload support in the chat widget so visitors can share image context directly in the conversation.
- Added onboarding controls for photo uploads, including an optional custom photo-upload response message.

[View Chat Widget page](https://smallbusinesschatbot.com/chatbot-for-small-businesses)
