# 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. Updated Oct 28, 2026. Source: https://smallbusinesschatbot.com/docs/user-guides ## 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 is](https://smallbusinesschatbot.com/docs/user-guides/start-here/what-it-is): What it does on your website, your phone line and by text. - [Set up the AI chatbot](https://smallbusinesschatbot.com/docs/user-guides/start-here/set-up): Train it on your website, check its answers and put the widget on your site. - [What the free trial includes](https://smallbusinesschatbot.com/docs/user-guides/start-here/free-trial): 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): Self Serve and Managed, side by side. ## Conversations and analytics - [The Conversations view](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/conversations): Every chat, call and text with its summary and contact details. - [Summary emails](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/summary-emails): Who gets an email after each conversation. - [Analytics](https://smallbusinesschatbot.com/docs/user-guides/conversations-and-analytics/analytics): What the Analytics panel counts. ## Chat widget - [Train the chatbot on your website](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/train-on-your-website): Scan your site and add single pages. - [Questions and answers](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/questions-and-answers): Write the answers to the questions visitors ask most. - [Goals, principles and ideal steps](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/goals-rules-and-steps): Tell the chatbot what to aim for and what never to do. - [Look and feel](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/look-and-feel): Colour, name, photo and greeting. - [Calendar booking](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/calendar-booking): Let the chatbot book, reschedule and cancel in the chat. - [Playground](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/playground): Try the chatbot before your visitors do. - [Add to your website](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/add-to-your-website): Put the widget on your pages. - [AI actions](https://smallbusinesschatbot.com/docs/user-guides/chat-widget/ai-actions): Extra tools the chatbot can use in a chat. ## Voice agent and texting - [Phone number and voice](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/number-and-voice): Your number and the voice that answers it. - [Greeting and call rules](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/greeting-and-call-rules): What the AI answering service says first on a call and the rules it follows. - [Transfer to a person](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/transfer-to-a-person): Send a caller to your phone when they ask. - [Spam protection](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/spam-protection): How spam calls are flagged. - [Call transcripts and summaries](https://smallbusinesschatbot.com/docs/user-guides/voice-agent/transcripts-and-summaries): What you get after every call. - [How texting works](https://smallbusinesschatbot.com/docs/user-guides/texting/how-texting-works): Texts to your number, answered by the texting agent. - [Opt-outs and STOP](https://smallbusinesschatbot.com/docs/user-guides/texting/opt-outs-and-stop): What happens when someone replies STOP. ## CRM - [Contacts](https://smallbusinesschatbot.com/docs/user-guides/crm/contacts): Contacts that fill themselves in from chats, calls and texts. - [Companies and opportunities](https://smallbusinesschatbot.com/docs/user-guides/crm/companies-and-opportunities): Companies and the opportunity board. - [Notes and tasks](https://smallbusinesschatbot.com/docs/user-guides/crm/notes-and-tasks): Notes and tasks on any record. - [Import from a CSV](https://smallbusinesschatbot.com/docs/user-guides/crm/import-csv): Map your columns and import. - [Export and duplicates](https://smallbusinesschatbot.com/docs/user-guides/crm/export-and-duplicates): Export to CSV and merge duplicates. ## Workflows - [Your first workflow](https://smallbusinesschatbot.com/docs/user-guides/workflows/your-first-workflow): Build, test and publish a follow-up. - [Triggers](https://smallbusinesschatbot.com/docs/user-guides/workflows/triggers): The events that start a workflow. - [Steps](https://smallbusinesschatbot.com/docs/user-guides/workflows/steps): What each step does and when to use it. - [Outbound switches and limits](https://smallbusinesschatbot.com/docs/user-guides/workflows/outbound-switches-and-limits): What must be on for a workflow to send. - [Executions](https://smallbusinesschatbot.com/docs/user-guides/workflows/run-history): Every run, step by step. ## Account and help - [Manage your plan](https://smallbusinesschatbot.com/docs/user-guides/account/manage-your-plan): Subscribe, change plan or switch between monthly and annual billing. - [Admin settings](https://smallbusinesschatbot.com/docs/user-guides/account/admin-settings): Login email, summary emails and the sending domain. - [Cancel and number release](https://smallbusinesschatbot.com/docs/user-guides/account/cancel-and-number-release): What happens when you cancel. - [Support](https://smallbusinesschatbot.com/docs/user-guides/help/support): How to reach us. - [FAQ](https://smallbusinesschatbot.com/docs/user-guides/help/faq): Short answers to common questions. - [Troubleshooting](https://smallbusinesschatbot.com/docs/user-guides/help/troubleshooting): Fixes for the common problems.