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SMB Sidekick

What SMB Sidekick is
SMB Sidekick is an AI receptionist and customer communications platform for small businesses. Its phone agent answers calls 24/7, handles FAQs, triages emergencies, and can book appointments in a business’s brand voice. The SMS agent can follow up with missed callers, answer questions, qualify leads, and arrange appointments in two-way text conversations. Businesses can train the agent on services, hours, prices, FAQs, and policies using uploaded PDF or DOCX documents. Scheduling connects to Google Calendar and Calendly to check availability and book appointments. The company says its Rover agent is built on Anthropic’s Claude model, and it offers a Claude connector with 16 tools for reading business data and taking actions such as sending SMS and saving reports. Plans start with Solo at $29 a month, including 110 minutes, 100 SMS, one document, one location, and one team seat. Higher plans increase usage and capacity; Pro supports five locations and 15 seats. The service is available on web and through an API. Its privacy policy says raw call audio, verbatim transcripts, and voiceprints are not stored or collected.
Who it suits
SMB Sidekick is aimed at small businesses, including plumbers, HVAC companies, restaurants, and professional offices. It may suit teams that want AI support for phone calls, texts, and appointment booking.
What it does well
- Phone agent answers calls 24/7 and can book appointments
- Two-way SMS can qualify leads and book appointments
- Businesses can train it with PDF and DOCX documents
- Calendar connections include Google Calendar and Calendly
- API access is available
What to know first
- No free plan or free trial
- Solo includes 110 minutes and 100 SMS monthly
- Integrations are listed as coming soon in plan comparison
- Call summaries are deleted after three years
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pro | 1,050 min/mo · 2,000 SMS/mo · unlimited docs · $0.20/min overage · 5 locations · 15 team seats · dedicated support | $199 a month |
| Solo | 110 min/mo · 100 SMS/mo · 1 doc · $0.25/min overage · 1 location · 1 team seat · email support | $29 a month |
| Starter | 280 min/mo · 300 SMS/mo · 5 docs · $0.25/min overage · 1 location · 2 team seats · email support | $59 a month |
| Growth | 500 min/mo · 750 SMS/mo · 25 docs · $0.22/min overage · 1 location · 5 team seats · priority support | $99 a month |
As smbsidekick.ai lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
SMB Sidekick combines phone and text handling, appointment booking, and business-specific answers, with plans starting at $29 a month. Compare included minutes, messages, documents, seats, and support against the needs of the business.
Facts from SMB Sidekick's own pages
- AI model
- The company says its AI agent Rover is built on Anthropic's Claude model. · smbsidekick.ai, 7 Oct 2026
- Audience
- The company describes the product as built for small businesses and gives examples for plumbers, HVAC companies, restaurants, professional offices, and multi-location businesses. · smbsidekick.ai, 7 Oct 2026
- Claude connector
- SMB Sidekick offers a Claude connector with 16 tools for reading business data and taking actions such as sending SMS and saving reports. · smbsidekick.ai, 7 Oct 2026
- Company
- SMB Sidekick identifies Innova8 LLC as its parent company and service operator. · smbsidekick.ai, 7 Oct 2026
- Data retention
- The policy says call summaries are automatically deleted after 3 years and SMS logs after 12 months. · smbsidekick.ai, 7 Oct 2026
- Knowledge base
- Businesses can train the agent on their services, hours, prices, FAQs, and policies using uploaded documents, including PDF and DOCX files. · smbsidekick.ai, 7 Oct 2026
- Messaging
- The SMS agent can automatically text missed callers, answer questions, qualify leads, and book appointments through two-way text conversations. · smbsidekick.ai, 7 Oct 2026
- Notable limit
- The pricing comparison lists integrations as coming soon across all four plans, while the homepage names Google Calendar and Calendly as calendar connections. · smbsidekick.ai, 7 Oct 2026
- Phone answering
- Its AI phone agent answers calls 24/7, handles FAQs, triages emergencies, and can book appointments in the business's brand voice. · smbsidekick.ai, 7 Oct 2026
- Privacy
- The privacy policy says SMB Sidekick does not store raw call audio recordings or verbatim call transcripts, and does not collect voiceprints or biometric data. · smbsidekick.ai, 7 Oct 2026
- Product
- SMB Sidekick is an AI receptionist and customer communications platform for small businesses that answers calls and texts, books appointments, manages leads, and uses business knowledge to answer questions. · smbsidekick.ai, 7 Oct 2026
- Scheduling integrations
- The scheduling feature connects to Google Calendar and Calendly to check availability and book appointments. · smbsidekick.ai, 7 Oct 2026
- Security
- The privacy policy says data is transmitted over HTTPS/TLS, Google OAuth tokens are encrypted at rest with AES-256, and row-level security isolates customer data. · smbsidekick.ai, 7 Oct 2026
- Support
- The pricing page lists email support for Solo and Starter, priority support for Growth, and dedicated support for Pro. · smbsidekick.ai, 7 Oct 2026
Where SMB Sidekick stands on Freedom251
- SMS Chatbot Software#26 of 32