# Small Business Chatbot documentation

> How to set up and use Small Business Chatbot: the AI receptionist answers website chats, phone calls and texts, books into the connected calendar, fills in the CRM and runs follow-up workflows. Every page has a Markdown copy at its URL plus .md.

Full text of every page: https://smallbusinesschatbot.com/docs/llms-full.txt

- [Documentation](https://smallbusinesschatbot.com/docs.md): How to set up the AI chatbot on your website and the AI answering service on your phone, connect your tools and run follow-ups.

## User guides

- [User guides](https://smallbusinesschatbot.com/docs/user-guides.md): How to set up and run your AI receptionist, one part of the app at a time, in the order the app's own sidebar shows it.
- [What Small Business Chatbot is](https://smallbusinesschatbot.com/docs/user-guides/start-here/what-it-is.md): An AI receptionist for your website chats, calls and texts. It books from chat into your calendar and sends the follow-ups you set up.
- [Set up the AI chatbot](https://smallbusinesschatbot.com/docs/user-guides/start-here/set-up.md): Train the AI chatbot on your website, check its answers in the Playground, and put the chat widget on your site.
- [What the free trial includes](https://smallbusinesschatbot.com/docs/user-guides/start-here/free-trial.md): What the 7-day trial includes, how to test the AI receptionist by phone with no number, and what happens when the trial ends.
- [Plans](https://smallbusinesschatbot.com/docs/user-guides/start-here/plans.md): Compare Self Serve and Managed: the price of each, what our team does on Managed, and the limits that apply to each plan.
- [Conversations](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/conversations.md): Read every chat, call and text your AI receptionist handled, with its summary, lead score, contact details, photos and spam flags.
- [Summary emails](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/summary-emails.md): Choose who gets the email sent after each chat, call and text, and see what each email contains.
- [Analytics](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/analytics.md): See how many website chats, calls and booked appointments your AI receptionist handled over any date range, and download the chart.
- [Train your AI chatbot on your website](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/train-on-your-website.md): Scan your site or add single pages so the AI chatbot answers from them, and re-scan when your site changes.
- [Questions and answers](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/questions-and-answers.md): Write the answers to the questions people ask most. The AI chatbot uses them in website chats and the AI receptionist on phone calls.
- [Goals, principles and ideal steps](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/goals-rules-and-steps.md): Tell the AI chatbot what to aim for, the rules it follows and the usual order of a conversation, in plain words.
- [Look and feel](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/look-and-feel.md): Set the chat widget's colours, the assistant's name and photo, the first message, the launcher video, photo uploads and the contact form.
- [Calendar booking](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/calendar-booking.md): Turn on booking so the AI chatbot books, reschedules and cancels in Google Calendar or Outlook from chat, and set each booking's hours, length and details.
- [Playground](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/playground.md): Test the AI chatbot as a visitor would, and call the AI receptionist from your browser before you have a phone number.
- [Add the AI chatbot to your website](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/add-to-your-website.md): Copy the chat widget's code and paste it into your site, or email it to whoever runs your site.
- [AI actions](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/ai-actions.md): Turn on Website Research so the AI chatbot can look up a missing detail on your own website during a chat.
- [Phone number and voice](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/number-and-voice.md): Pick a local number for the AI receptionist, choose the name and voice it uses on calls, and forward your business line to it.
- [Greeting and call rules](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/greeting-and-call-rules.md): Set what the AI receptionist says first on a call, the rules it follows, and the answers and booking link it can give callers.
- [Transfer to a person](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/transfer-to-a-person.md): Let the AI receptionist put a caller through to your phone when they ask for a person, and see what happens when nobody picks up.
- [Spam protection](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/spam-protection.md): Flag calls whose callers say your spam words or phrases, so their summary emails stay out of your inbox.
- [Call transcripts and summaries](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/transcripts-and-summaries.md): Read the transcript and summary of each call the AI receptionist takes, in Conversations and your email, with a recording link when recording is on.
- [How texting works](https://smallbusinesschatbot.com/docs/user-guides/texting/how-texting-works.md): What sends a text from your business number, how the texting agent replies to the texts people send it, and where each text shows up.
- [Opt-outs and STOP](https://smallbusinesschatbot.com/docs/user-guides/texting/opt-outs-and-stop.md): See what happens when someone texts STOP, which contacts have opted out, and how to change a contact's opt-outs.
- [Contacts](https://smallbusinesschatbot.com/docs/user-guides/crm/contacts.md): Find, add and edit the people who chat with, call and text your business, set statuses and tags, start a sequence and read each timeline.
- [Companies and opportunities](https://smallbusinesschatbot.com/docs/user-guides/crm/companies-and-opportunities.md): Keep the businesses your contacts work for, and track deals on a pipeline board you drag between stages.
- [Notes and tasks](https://smallbusinesschatbot.com/docs/user-guides/crm/notes-and-tasks.md): Log notes and tasks on contacts and companies, work through the Tasks list, and build sequences of dated tasks.
- [Import from a CSV](https://smallbusinesschatbot.com/docs/user-guides/crm/import-csv.md): Bring contacts, companies, opportunities, notes and tasks in from a CSV file: map the columns, check the rows, import.
- [Export and duplicates](https://smallbusinesschatbot.com/docs/user-guides/crm/export-and-duplicates.md): Download your CRM records as CSV files, merge contacts saved twice, and decide whose conversation an unmatched chat is.
- [Your first workflow](https://smallbusinesschatbot.com/docs/user-guides/workflows/your-first-workflow.md): Build a workflow that texts and emails a visitor after a website chat, publish it, and switch on sending.
- [Triggers](https://smallbusinesschatbot.com/docs/user-guides/workflows/triggers.md): Pick the event that starts a workflow, set its options, and know what each trigger hands to the steps after it.
- [Steps](https://smallbusinesschatbot.com/docs/user-guides/workflows/steps.md): Add, change and connect the steps a workflow runs after its trigger, and pick the right step for each job.
- [Outbound switches and limits](https://smallbusinesschatbot.com/docs/user-guides/workflows/outbound-switches-and-limits.md): Control whether workflows can text, email and call, how many go out a day, and when a contact's reply stops a workflow.
- [Workflow run history](https://smallbusinesschatbot.com/docs/user-guides/workflows/run-history.md): See every run of a workflow, read what each step received and produced, find why a step failed, and replay or stop a run.
- [Manage your plan](https://smallbusinesschatbot.com/docs/user-guides/account/manage-your-plan.md): Subscribe, move between Self Serve and Managed, or switch between monthly and annual billing from the Manage Plan page.
- [Admin settings](https://smallbusinesschatbot.com/docs/user-guides/account/admin-settings.md): Change your login email, choose who gets conversation summaries by email and text, connect your sending domain, and read scan history.
- [Cancel and number release](https://smallbusinesschatbot.com/docs/user-guides/account/cancel-and-number-release.md): Cancel your subscription, and know what happens to your phone number when a subscription ends or a payment is disputed.
- [Support](https://smallbusinesschatbot.com/docs/user-guides/help/support.md): Reach our team from the app, by booking a call or through the contact form, and see what support each plan includes.
- [FAQ](https://smallbusinesschatbot.com/docs/user-guides/help/faq.md): Short answers about the AI receptionist: plans, the website chatbot, the AI answering service, follow-ups and your account.
- [Troubleshooting](https://smallbusinesschatbot.com/docs/user-guides/help/troubleshooting.md): Find why the widget doesn't show, the calendar won't connect, a workflow sent nothing, the number doesn't ring or the scan missed pages.

## Integrations

- [Integrations](https://smallbusinesschatbot.com/docs/integrations.md): Connect any tool: call any API from a workflow, let any webhook send data in, or use Zapier. Plus Google Calendar, Outlook, WordPress and Google Analytics.
- [Any website](https://smallbusinesschatbot.com/docs/integrations/your-website/any-website.md): Paste one line of code into your site so the AI chatbot shows on every page, then check that it loads.
- [WordPress](https://smallbusinesschatbot.com/docs/integrations/your-website/wordpress.md): Install the Small Business Chatbot plugin and connect it to your account, so the AI chatbot loads on your WordPress site with no code.
- [Google Calendar and Outlook](https://smallbusinesschatbot.com/docs/integrations/calendars/google-calendar-and-outlook.md): Connect Google Calendar or Outlook so bookings from the AI chatbot and your booking page land in it, with Google Meet or Microsoft Teams links.
- [Google Analytics](https://smallbusinesschatbot.com/docs/integrations/analytics/google-analytics.md): See the chats, calls, texts, leads and appointments your AI receptionist handles as events in your own Google Analytics 4 property.
- [Zapier](https://smallbusinesschatbot.com/docs/integrations/automation/zapier.md): Start a Zap when a chat, call or text ends, a contact is added, or an appointment is booked, moved or cancelled.
- [Inbound webhooks](https://smallbusinesschatbot.com/docs/integrations/automation/inbound-webhooks.md): Bring data from any tool into Small Business Chatbot: a form, a CRM or a Zap posts to your workflow's own URL, and the workflow starts with its data.
- [HTTP request](https://smallbusinesschatbot.com/docs/integrations/automation/http-request.md): Send a lead, a booking or a conversation's details to any tool with a public API, or fetch data from it, with one workflow step.
- [Sending domain](https://smallbusinesschatbot.com/docs/integrations/email/sending-domain.md): Connect a domain you own, so workflow emails go out from it and replies come back to the app and to your inbox.

## Workflows reference

- [Workflows reference](https://smallbusinesschatbot.com/docs/workflows.md): Every trigger and step in Workflows: when each trigger fires, what it carries, and what each step does and needs.
- [Chat ended](https://smallbusinesschatbot.com/docs/workflows/triggers/chat-ended.md): Starts a workflow when a website chat with your AI chatbot ends, with the visitor's details, the summary and the transcript.
- [Call ended](https://smallbusinesschatbot.com/docs/workflows/triggers/call-ended.md): Starts a workflow when a call the AI receptionist answered ends, with the caller's details, the summary, the transcript and the recording link.
- [Text conversation ended](https://smallbusinesschatbot.com/docs/workflows/triggers/text-conversation-ended.md): Starts a workflow when a customer's text conversation with your business number goes quiet, with the summary and the messages.
- [Appointment booked, rescheduled, cancelled](https://smallbusinesschatbot.com/docs/workflows/triggers/appointment-events.md): Start a workflow when someone books, moves or cancels an appointment, with the times ready to drop into a message.
- [Contact created and tag added](https://smallbusinesschatbot.com/docs/workflows/triggers/contact-events.md): Start a workflow when a chat, text or booking creates a CRM contact, when you add one, or when you tag one, with every field of that contact.
- [CRM changes](https://smallbusinesschatbot.com/docs/workflows/triggers/crm-changes.md): Start a workflow when a company, opportunity, note or task is created or changed in the CRM, with the record's fields.
- [Inbound webhook](https://smallbusinesschatbot.com/docs/workflows/triggers/inbound-webhook.md): Start a workflow when another system sends a request to its own URL, and map the fields it sends into workflow variables.
- [Schedule](https://smallbusinesschatbot.com/docs/workflows/triggers/schedule.md): Run a workflow every few minutes, hours or days, in the workflow's time zone, with no event behind it.
- [Send Text](https://smallbusinesschatbot.com/docs/workflows/steps/text.md): The Send Text step's fields, the checks it runs before a text goes out, and what it saves.
- [Send Email](https://smallbusinesschatbot.com/docs/workflows/steps/email.md): The Send Email step's fields, how its sender and replies work, the checks before it sends, and what it saves.
- [AI voice call](https://smallbusinesschatbot.com/docs/workflows/steps/ai-call.md): The AI voice call step's fields, what the AI receptionist does on the call and after it, and the checks before it dials.
- [Wait and Relative Wait](https://smallbusinesschatbot.com/docs/workflows/steps/wait.md): The Wait and Relative Wait steps' fields, how allowed days and hours move a wait, and what happens when a relative time has already passed.
- [If](https://smallbusinesschatbot.com/docs/workflows/steps/branch.md): The If step's fields, how each operator compares values, how the right side is read, and how the run picks its TRUE or FALSE branch.
- [AI Agent](https://smallbusinesschatbot.com/docs/workflows/steps/ai-step.md): The AI Agent step's fields, what the AI sees, its tools, its text and schema outputs, and how to branch on its answer.
- [CRM steps](https://smallbusinesschatbot.com/docs/workflows/steps/crm-steps.md): The fields of the eight CRM steps, how each finds or creates its record, and what each saves.
- [Remove From Cadence](https://smallbusinesschatbot.com/docs/workflows/steps/remove-from-workflow.md): The Remove From Cadence step's fields, which runs it stops and how it finds the contact, plus Stop Current Workflow for ending a run.
- [HTTP Request](https://smallbusinesschatbot.com/docs/workflows/steps/http-request.md): The HTTP Request step's fields, how variables fill a JSON body, where a request may go, what it adds, and what it saves from the response.
- [Variables](https://smallbusinesschatbot.com/docs/workflows/variables.md): How {{...}} tokens are filled in when a step runs, what trigger, data and step outputs hold, and what happens when a value is missing.
- [Workflow credentials](https://smallbusinesschatbot.com/docs/workflows/credentials.md): The three credential types for the HTTP Request step, what each one sends, where the secrets are kept, and why keys belong in a credential.
- [Limits and switches](https://smallbusinesschatbot.com/docs/workflows/limits-and-switches.md): The outbound switches, daily limits, opt-outs, stop on reply and each workflow's settings, with their defaults and the limits on runs and steps.
- [Executions](https://smallbusinesschatbot.com/docs/workflows/run-history.md): What the Executions view shows for each run, what each status means, how a failed step reads, and which values are masked.