User guides
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 these guides cover
Small Business Chatbot is an AI receptionist for your business: an AI chatbot on your website, an AI answering service on your phone line, a texting agent, a CRM and follow-up workflows. Each guide walks through one panel of the app, or one job inside it, with screenshots of the app itself. The groups follow the app's sidebar, so the panel you have open and the guide you are reading use the same words. If the app is new to you, start with the first group.
Start here
What Small Business Chatbot isWhat it does on your website, your phone line and by text.Set up the AI chatbotTrain it on your website, check its answers and put the widget on your site.What the free trial includesWhat the 7-day trial includes, how to test the AI receptionist by phone with no number, and what happens when the trial ends.PlansSelf Serve and Managed, side by side.
Conversations and analytics
The Conversations viewEvery chat, call and text with its summary and contact details.Summary emailsWho gets an email after each conversation.AnalyticsWhat the Analytics panel counts.
Chat widget
Train the chatbot on your websiteScan your site and add single pages.Questions and answersWrite the answers to the questions visitors ask most.Goals, principles and ideal stepsTell the chatbot what to aim for and what never to do.Look and feelColour, name, photo and greeting.Calendar bookingLet the chatbot book, reschedule and cancel in the chat.PlaygroundTry the chatbot before your visitors do.Add to your websitePut the widget on your pages.AI actionsExtra tools the chatbot can use in a chat.
Voice agent and texting
Phone number and voiceYour number and the voice that answers it.Greeting and call rulesWhat the AI answering service says first on a call and the rules it follows.Transfer to a personSend a caller to your phone when they ask.Spam protectionHow spam calls are flagged.Call transcripts and summariesWhat you get after every call.How texting worksTexts to your number, answered by the texting agent.Opt-outs and STOPWhat happens when someone replies STOP.
CRM
ContactsContacts that fill themselves in from chats, calls and texts.Companies and opportunitiesCompanies and the opportunity board.Notes and tasksNotes and tasks on any record.Import from a CSVMap your columns and import.Export and duplicatesExport to CSV and merge duplicates.
Workflows
Your first workflowBuild, test and publish a follow-up.TriggersThe events that start a workflow.StepsWhat each step does and when to use it.Outbound switches and limitsWhat must be on for a workflow to send.ExecutionsEvery run, step by step.
Account and help
Manage your planSubscribe, change plan or switch between monthly and annual billing.Admin settingsLogin email, summary emails and the sending domain.Cancel and number releaseWhat happens when you cancel.SupportHow to reach us.FAQShort answers to common questions.TroubleshootingFixes for the common problems.