# Small Business Chatbot Small Business Chatbot (SBC) is an AI automation platform for small businesses. It captures, qualifies, books, and follows up with leads across every channel a small business actually uses: a website chat widget, an AI voice agent on a real phone number, two-way SMS, outbound email, and a workflow engine that ties them all together. The product is built for owner-operated and team-of-one-to-twenty businesses — trades, service providers, agencies, professional services, and online stores. The competitive position is "everything you'd duct-tape together from five different vendors, in one platform, set up for you." That means a humanlike AI agent that sounds like the business (not a generic bot), a built-in lightweight CRM, multi-channel AI follow-up sequences, calendar booking, deep CRM and field-service integrations, and outbound automation — all configured during a guided onboarding so the team doesn't need a developer. --- ## Core Products ### AI Chat Widget - **What it does:** A conversational AI widget embedded on the business's website. Answers visitor questions from the site's own content, captures leads, books appointments live, and uploads photos when needed. - **How it learns:** Auto-trained from the business's website on signup. Updates as the site updates. Has a built-in live web-search fallback so when the answer isn't in the indexed knowledge base, the agent can crawl the business's site live during the conversation rather than say "I don't know." - **Who uses it:** Any small business with a website that wants to convert visitors into booked appointments or qualified leads without staffing live chat. - **Key features:** One-line embed or WordPress plugin install; full color, voice, and persona customization; photo upload from visitors; lead A-D scoring; transcript syncs to CRM. - **Page:** https://smallbusinesschatbot.com/chatbot-for-small-businesses ### AI Voice Agent / AI Answering Service - **What it does:** A 24/7 AI phone receptionist on a dedicated local phone number. Answers inbound calls, qualifies the caller, books appointments straight into the connected calendar, and texts a booking link mid-call when useful. Filters spam calls. - **Who uses it:** Trades, contractors, medspas, law firms, agencies — any business that loses revenue when calls go to voicemail. - **Key features:** Local Twilio number; 10+ natural voices; sub-1.2-second latency; calendar-aware booking; per-call transcripts; spam filtering; outbound calls as part of follow-up sequences. - **Pages:** https://smallbusinesschatbot.com/ai-answering-service-for-small-business and https://smallbusinesschatbot.com/voice/ai-receptionist-for-small-businesses ### Texting Agent - **What it does:** Two-way AI SMS for inbound texts, missed-call auto-replies, appointment confirmations, and post-conversation outbound campaigns. Lives in the same unified inbox as the chat widget and AI voice. - **Who uses it:** Mobile-first audiences (trades, local services, tutors, coaches) where SMS is the dominant channel. ### AI Follow-Ups - **What it does:** Multi-step outbound sequences that fire automatically after a trigger event (new chat lead, missed call, estimate sent, no-show, CRM stage change, etc.). One sequence can mix SMS, email, and AI voice with timing rules between each step. - **How it works:** Pick a trigger, pick the channels and cadence (a typical sequence is SMS at 5 min, email at day 1, AI voice at day 3). Sequence stops automatically when the lead replies, books, or pays. Most businesses are live in 48 hours after onboarding. - **Page:** https://smallbusinesschatbot.com/ai-follow-ups ### AI Workflows - **What it does:** The general-purpose automation engine behind AI Follow-Ups. Lets the business build any "when this happens, do that" flow — across SMS, email, AI voice, CRM writes, internal alerts, and outbound webhooks — with delays, office-hour rules, reply checks, and routing. - **Trigger events:** Inbound call, missed call, after-hours call, completed chat, new form lead, quote sent, quote viewed, appointment booked or no-show, payment overdue or received, CRM status change, inbound webhook, time delay. - **Action types:** Send SMS, send email, trigger AI voice call, create or update CRM records, add tags, change lead status, assign owners, notify staff, route to another workflow, call any outbound webhook. - **Page:** https://smallbusinesschatbot.com/ai-workflows/ ### Built-in Lead Management CRM - **What it does:** A lightweight CRM that lives inside SBC. Auto-captures every chat, call, form fill, and webhook lead in one place. AI grades each lead A-D based on intent signals. Stores full transcripts, AI summaries, and follow-up history per contact. Designed for capture, scoring, and follow-up — not as a Salesforce replacement. - **Who uses it:** Businesses that don't already have a CRM, or that want a thin operational layer on top of their existing one. Bidirectional sync with 700+ external CRMs is built in. - **Page:** https://smallbusinesschatbot.com/lead-management-crm-for-small-business ### Quote Follow-Up - **What it does:** Specialized AI follow-up flow for trades and service businesses that send estimates. Automatically reminds prospects by SMS, email, and AI voice after a quote is sent, viewed but not signed, or sitting unread. Halts the moment the customer responds or signs. - **Page:** https://smallbusinesschatbot.com/quote-follow-up-software ### Review Management - **What it does:** Automatically requests reviews from happy customers after a job completes, with multi-channel reminders if the first ask is ignored. Routes 5-star intent to public review sites and lower scores to a private feedback path. - **Page:** https://smallbusinesschatbot.com/review-management-software-for-small-business ### Documentation Search Agent - **What it does:** An always-open embedded Q&A agent for businesses with content-heavy websites (product catalogs, docs, FAQs). Different UX from the chat widget — it's optimized for "answer this question from the docs" rather than "capture this lead." Returns answers with source-page references and supports streamed responses. - **Who uses it:** E-commerce sites, knowledge-base-heavy SaaS, professional services with deep documentation. - **Page:** https://smallbusinesschatbot.com/documentation-search-for-small-businesses --- ## Pricing & Plans **14-day free trial** — full access, no credit card required, one-on-one onboarding included. **Core Plan — $200/month** - AI Voice Agent with a local phone number - AI Chat Widget and Texting Agent - Unified inbox across all channels - Calendar integrations (Google, Outlook, iCloud) - 700+ CRM integrations - Unlimited usage across AI agents - Unlimited personalized setup and support **Growth Plan — $400/month** - Everything in Core - AI Workflows + AI Follow-Ups (outbound automation across SMS, email, AI voice) - Demo reminders, payment reminders, post-purchase review requests - Quote follow-up sequences and dunning on overdue invoices - Monthly retraining from website updates **Annual billing:** 20% discount. Custom enterprise rollouts available on request. **Page:** https://smallbusinesschatbot.com/pricing --- ## Integrations SBC connects to anything that speaks HTTP — REST APIs, webhooks, or OAuth flows. 25 native integrations are documented in the directory, plus Composio-powered OAuth access to thousands more services beyond the listed ones. ### CRM Integrations (16) HubSpot, Salesforce, Pipedrive, Zoho CRM, Freshsales Suite, monday Sales CRM, Insightly, Bitrix24, EngageBay, Agile CRM, Salesmate, Nimble, Less Annoying CRM, Apptivo, Workbooks, Streak. Capability pattern: push contacts, deals, and transcripts in via REST/GraphQL; receive outbound webhooks for any CRM event (stage change, deal won, custom field update) to fire AI follow-ups. Each integration page documents the specific auth method (API key, OAuth, or per-vendor pattern) and any plan-tier gating. ### Field Service Integrations (3) ServiceTitan, Jobber, Housecall Pro. Built for trades. Push customers, jobs, and estimates in; subscribe to revenue-driving webhook events (estimate sent, estimate viewed, job complete, invoice overdue, payment received) to drive AI follow-ups on the moments that matter for cash flow. ### Calendar Integrations (3) Google Calendar (OAuth), Microsoft Outlook Calendar (OAuth via Microsoft Graph), iCloud Calendar (Apple ID + app-specific password over CalDAV). All support live free/busy reads, booking, cancellation, and rescheduling from inside chat or AI voice conversations. ### Email Integrations Mailgun is the default outbound provider — connect a sending subdomain, publish SPF and DKIM (plus MX and tracking CNAME for replies and analytics), verify, and start sending. Gmail/Google Workspace and Microsoft 365/Outlook are documented as "send through Mailgun on your domain in parallel with your inbox" rather than mailbox-API sending, because Gmail's and Microsoft's mailbox APIs aren't designed for automation-volume outbound. ### Beyond the listed integrations SBC uses Composio under the hood to expose OAuth and API-key connectors for thousands of services. If a tool isn't in the directory, it can usually still be connected via the workflow engine's HTTP action or via Composio. **Directory:** https://smallbusinesschatbot.com/integrations **Categories:** - https://smallbusinesschatbot.com/integrations/category/crm - https://smallbusinesschatbot.com/integrations/category/field-service - https://smallbusinesschatbot.com/integrations/category/calendar - https://smallbusinesschatbot.com/integrations/category/email --- ## Industries Industry-specific landing pages document how the platform fits each vertical, plus tailored integration recommendations: - HVAC, Plumbing, Electricians — ServiceTitan, Jobber, Housecall Pro - Landscaping, Cleaning, Pest Control, Painting, Handyman, Pool Service, Pressure Washing — Jobber and Housecall Pro first, ServiceTitan for larger ops - General Contractors, Restoration, Roofing, Remodeling, Flooring, Tree Care, Carpet Cleaning — same field-service pattern - Law Firms — HubSpot, Streak (Gmail-based intake), Less Annoying CRM - Digital Marketing Agencies — HubSpot, Pipedrive, monday Sales CRM - Veterinary Supply Companies — Salesforce, HubSpot, Pipedrive **Index:** https://smallbusinesschatbot.com/industries --- ## Recent Product Updates A public changelog tracks new capabilities. Highlights from recent releases: - **Live web-search fallback layer for chat (2026-05-12):** A new optional Deep Search tool for businesses with large or frequently-updated websites. When the vector RAG knowledge base doesn't contain the answer, the chatbot can crawl the business's own website live during the conversation. Best for e-commerce and content-heavy sites where it's impractical to keep every page indexed. - **Workflow automation + built-in CRM release (2026-03-14):** AI workflows, automatic follow-up campaigns across SMS, email, and AI voice, and a built-in lightweight CRM with A-D lead scoring. - **Knowledge AI Agent release (2026-03-03):** Always-open embedded Q&A agent with source-aware references — the foundation for the Documentation Search product. - **Lead grading for chat widget (2026-03-01):** Optional A-D scoring on every completed chat conversation, included in summaries and follow-up context. - **Photo uploads in chat (2026-02-03):** Visitors can share images directly in the chat widget; useful for trades collecting diagnostic photos before a quote. **Full timeline:** https://smallbusinesschatbot.com/changelog --- ## Customers & Use Cases Used by small businesses across North America. Representative customer outcomes: - **Alpha Tech Pet** — improved website engagement and instant customer response. - **Norman Carpet One** — effortless setup and lift in online conversions. - **Noah's CS Coaching** — time savings on sales conversations. - **No Fuss Tutors** — eliminated missed leads with instant reply on every inquiry. - **ETOS Consulting** — measurable growth in qualified leads across client projects. **Reviews page:** https://smallbusinesschatbot.com/customer-reviews ### Common use cases - After-hours and overflow call answering for service businesses - Quote follow-up sequences for trades sending estimates - Demo-booking flow for SaaS and agency sites - Intake automation for legal and medical practices - Recurring-service reminders for cleaning, pest control, pool service - Lead-to-CRM sync for businesses already on HubSpot, Salesforce, Pipedrive, Zoho, monday, etc. --- ## Getting Started - **Sign-up:** Create an account at https://smallbusinesschatbot.com/signup. Verify email, complete the onboarding questionnaire. - **Implementation:** Most businesses are live with the chat widget and AI voice in under 30 minutes. Workflows and AI follow-ups typically run within 48 hours. - **Support:** Unlimited one-on-one implementation, including chatbot tone customization, integration setup, and workflow design. - **Demos:** https://calendly.com/arthur-smallbusinesschatbot/30min - **Email:** team@smallbusinesschatbot.com --- ## Site Map ### Top-level - https://smallbusinesschatbot.com/ — homepage - https://smallbusinesschatbot.com/pricing - https://smallbusinesschatbot.com/customer-reviews - https://smallbusinesschatbot.com/changelog - https://smallbusinesschatbot.com/blog - https://smallbusinesschatbot.com/login - https://smallbusinesschatbot.com/signup - https://smallbusinesschatbot.com/legal/privacy-policy - https://smallbusinesschatbot.com/legal/terms-of-use ### Product pages - https://smallbusinesschatbot.com/chatbot-for-small-businesses - https://smallbusinesschatbot.com/ai-answering-service-for-small-business - https://smallbusinesschatbot.com/voice/ai-receptionist-for-small-businesses - https://smallbusinesschatbot.com/ai-workflows/ - https://smallbusinesschatbot.com/ai-follow-ups - https://smallbusinesschatbot.com/lead-management-crm-for-small-business - https://smallbusinesschatbot.com/quote-follow-up-software - https://smallbusinesschatbot.com/review-management-software-for-small-business - https://smallbusinesschatbot.com/documentation-search-for-small-businesses ### Integrations directory - https://smallbusinesschatbot.com/integrations - https://smallbusinesschatbot.com/integrations/category/crm - https://smallbusinesschatbot.com/integrations/category/field-service - https://smallbusinesschatbot.com/integrations/category/calendar - https://smallbusinesschatbot.com/integrations/category/email ### CRM integration detail pages - https://smallbusinesschatbot.com/integrations/hubspot - https://smallbusinesschatbot.com/integrations/salesforce - https://smallbusinesschatbot.com/integrations/pipedrive - https://smallbusinesschatbot.com/integrations/zoho-crm - https://smallbusinesschatbot.com/integrations/freshsales - https://smallbusinesschatbot.com/integrations/monday-sales-crm - https://smallbusinesschatbot.com/integrations/insightly - https://smallbusinesschatbot.com/integrations/bitrix24 - https://smallbusinesschatbot.com/integrations/engagebay - https://smallbusinesschatbot.com/integrations/agile-crm - https://smallbusinesschatbot.com/integrations/salesmate - https://smallbusinesschatbot.com/integrations/nimble - https://smallbusinesschatbot.com/integrations/less-annoying-crm - https://smallbusinesschatbot.com/integrations/apptivo - https://smallbusinesschatbot.com/integrations/workbooks - https://smallbusinesschatbot.com/integrations/streak ### Field service integration detail pages - https://smallbusinesschatbot.com/integrations/servicetitan - https://smallbusinesschatbot.com/integrations/jobber - https://smallbusinesschatbot.com/integrations/housecall-pro ### Calendar integration detail pages - https://smallbusinesschatbot.com/integrations/google-calendar - https://smallbusinesschatbot.com/integrations/outlook-calendar - https://smallbusinesschatbot.com/integrations/icloud-calendar ### Email integration detail pages - https://smallbusinesschatbot.com/integrations/mailgun - https://smallbusinesschatbot.com/integrations/gmail - https://smallbusinesschatbot.com/integrations/outlook-email ### Industry landing pages - https://smallbusinesschatbot.com/industries - https://smallbusinesschatbot.com/industries/hvac - https://smallbusinesschatbot.com/industries/plumbing - https://smallbusinesschatbot.com/industries/electricians - https://smallbusinesschatbot.com/industries/landscaping-businesses - https://smallbusinesschatbot.com/industries/cleaning - https://smallbusinesschatbot.com/industries/carpet-cleaning - https://smallbusinesschatbot.com/industries/pest-control - https://smallbusinesschatbot.com/industries/painting - https://smallbusinesschatbot.com/industries/handyman - https://smallbusinesschatbot.com/industries/pool-service - https://smallbusinesschatbot.com/industries/pressure-washing - https://smallbusinesschatbot.com/industries/general-contractors - https://smallbusinesschatbot.com/industries/restoration-companies - https://smallbusinesschatbot.com/industries/roofing - https://smallbusinesschatbot.com/industries/remodeling-businesses - https://smallbusinesschatbot.com/industries/flooring - https://smallbusinesschatbot.com/industries/tree-care - https://smallbusinesschatbot.com/industries/law-firms - https://smallbusinesschatbot.com/industries/digital-marketing-agencies - https://smallbusinesschatbot.com/industries/veterinary-supply-companies --- Last updated: 2026-05-12. For the full set of blog articles, guides, and product comparisons, see /blog and the XML sitemap at /sitemap.xml.