What SMB Sidekick actually does
Seven capabilities, all pointed at the same thing: every customer call, text, appointment, and follow-up handled without you doing it by hand.
AI Receptionist for Customer Calls
Your phone is still where the highest-intent customers show up — and it is the thing you can least afford to babysit. The AI receptionist answers in two rings, day or night, in your business's own voice. It knows your services, hours, service area, pricing rules, and policies, so it can hold a real conversation instead of reading a script.
- Answers 24/7 on your existing number — no porting, no new line to advertise
- Handles the FAQs that eat your day: hours, pricing ranges, service area, availability
- Triages urgent jobs and escalates or transfers when a human is genuinely needed
- Texts you a written summary the moment the call ends — no transcripts stored
Explore AI receptionist features →Two-Way AI SMS Conversations
Most customers would rather text than talk, and a missed call that gets an immediate text back is a job you did not lose. The AI SMS agent runs real two-way conversations — answering questions, qualifying leads, confirming appointments, and nudging the quiet ones back into the funnel.
- Automatic text-back on every missed call, within seconds
- Answers service questions from the same business knowledge the phone agent uses
- Qualifies leads and hands warm ones to you with the context already gathered
- Appointment reminders and follow-ups that cut no-shows
Explore the AI SMS agent →AI Appointment Scheduling
Booking is where most small-business AI stops being a demo and starts being useful. SMB Sidekick connects to the calendar you already run on, quotes real availability out loud on the call, and writes the appointment straight into your schedule — including the reschedules and cancellations you would otherwise handle by hand.
- Connects to Google Calendar and Calendly
- Quotes live availability mid-call — no double-booking, no callback loop
- Confirms by SMS with an ICS invite attached
- Handles reschedules and cancellations by phone or text
Learn about AI appointment scheduling →Customer and Lead Management
Every call and text builds the customer record instead of disappearing into a call log. You get one place to see who called, what they wanted, what was promised, and what happens next — so the second conversation picks up where the first one ended.
- Unified timeline of calls, texts, and appointments per customer
- Lead capture with the qualifying details already collected
- Sentiment and repeat-caller signals surfaced on the record
- CSV import from whatever spreadsheet you are running on today
Explore small business customer management →Business Knowledge and Document Training
An AI receptionist is only as good as what it knows about you. Upload your service menu, price sheet, policies, warranty terms, or intake forms as PDF or DOCX and the agent draws on them mid-conversation — so customers get your answer, not a generic one.
- Upload PDFs and DOCX files to build a searchable business knowledge base
- Add services, pricing rules, hours, holidays, and policies directly
- The same knowledge powers both the phone agent and the SMS agent
- Update once — every channel picks it up immediately
See how the AI learns your business →Industry-Specific AI Workspaces
A plumbing emergency, a dinner-rush reservation, and a new-client intake at a law office are not the same call. Each industry workspace ships with call flows, triage rules, and knowledge templates built for that trade — so the agent sounds like it has worked there, not like a generic chatbot.
- Plumbing and HVAC: emergency triage, service-area checks, after-hours dispatch
- Restaurants: reservations, party size, hours, and dietary questions during the rush
- Professional offices: new-client intake, conflict questions, consultation booking
- Multi-location: one agent per location, one dashboard across all of them
See AI receptionist use cases by industry →Rover: AI Assistance for Your Business
Rover is conversational business intelligence over your own call and booking data. Ask a plain-English question — which day of the week do you miss the most calls, how many bookings came from after-hours calls last month — and get the answer without SQL, dashboards, or waiting on a report.
- Plain-English questions over your call, SMS, and booking history
- Answers in seconds — no report builder, no analyst
- Included on Pro; available as an add-on to any plan
Explore Rover business intelligence →