# Guides

> Step-by-step builds for the texts people set up first, from a reply to every new lead to reminders that cancel themselves, each tested with your own number before it texts anyone else.

Each guide is one thing a business wants to text about, built from start to finish: who it’s for, what you’ll have at the end, every click and field, the code where there is code, and a test that texts only you. Most have a no-code way and an API way, so you can start in the dashboard and move to code when you need it.

Pick the one closest to what you’re building. They all send through your own Mac and number, so your sending rules apply to every one of them: quiet hours, pacing, the stop list and your daily limits.

**Reply to new leads**

- [Text everyone who fills in your Typeform or Jotform](https://usebluebot.com/docs/guides/form-replies): Text each person who fills in your Typeform or Jotform from your own number within a minute, with a Text Hook and no code, or with a small webhook handler when you want your own logic.
- [Text each new row in a Google Sheet](https://usebluebot.com/docs/guides/google-sheets): Send a text from your own number for every new row in a Google Sheet and write back when it went, with Zapier, Make or a short Apps Script that needs nothing else.
- [Welcome new Shopify customers by text](https://usebluebot.com/docs/guides/shopify-new-customers): Send each new Shopify customer who agreed to texts a welcome from your own number a couple of hours after their first order, with Zapier or with a webhook handler that checks Shopify’s consent and signature.
- [Add a “Text us” button to your website](https://usebluebot.com/docs/guides/text-us-button): Three ways to let website visitors reach your own number by text, from a plain sms link to BlueBot’s widget to a form whose posts become texts, and which to pick for your site.

**Reminders and follow-ups**

- [Confirm and remind Calendly and Cal.com bookings](https://usebluebot.com/docs/guides/booking-reminders): Text each person who books through Calendly or Cal.com a confirmation from your own number, then a reminder the day before that cancels itself when they cancel or reschedule.
- [Appointment reminders from your own app](https://usebluebot.com/docs/guides/appointment-reminders): Schedule a reminder text with send_at when your app books an appointment, move it with one request when the appointment moves, cancel it when it’s canceled, and hear about any reminder that didn’t go.
- [Follow up three times and stop when they reply](https://usebluebot.com/docs/guides/drip-sequence): Send three texts over a week from your own number and stop as soon as the person answers, with a Sequence in the dashboard or with scheduled texts that your webhook cancels on a reply.
- [Answer keywords like MENU and HOURS automatically](https://usebluebot.com/docs/guides/keyword-auto-reply): Reply from your own number as soon as somebody texts a keyword, with keyword rules in the dashboard or with a webhook handler that looks the answer up in your own data.

**Keep your CRM in step**

- [Log every text on the HubSpot contact’s timeline](https://usebluebot.com/docs/guides/hubspot-timeline): Put every text you send and every reply you get on the HubSpot contact’s timeline as a logged SMS, from a webhook handler of about sixty lines, so your team sees the whole conversation without opening Messages.
- [Text from HighLevel workflows through your own number](https://usebluebot.com/docs/guides/gohighlevel): Send the texts your HighLevel workflows already send from your own number through BlueBot instead of a rented one, then put every reply on the contact and tag the ones who text STOP.
- [Text new Follow Up Boss leads at once and log every text](https://usebluebot.com/docs/guides/follow-up-boss): Text each new lead in Follow Up Boss from your own number within a minute, then log every text in and out on the person in Follow Up Boss, so the whole team sees the conversation.
- [Run a small CRM in Airtable that texts](https://usebluebot.com/docs/guides/airtable-crm): Keep your clients in an Airtable table, text any of them from your own number by ticking a box or changing their status, and get their replies, their stops and each text’s state written back to the row.

**AI that texts**

- [Answer texts with Claude, with you approving each reply](https://usebluebot.com/docs/guides/ai-receptionist): Connect Claude to BlueBot’s MCP server, give it your hours, prices and booking rules, and let it read who’s waiting and draft every reply, while nothing leaves your number until you approve it.
- [Build an AI agent that answers texts on its own](https://usebluebot.com/docs/guides/ai-agent): Build an agent with the Claude Agent SDK that a message.received webhook wakes, which reads the conversation through BlueBot’s MCP server and replies through the API, with verified signatures, an idempotency key per reply, a stop-list check and a handoff to a person.

**Route texts to your team**

- [Give each person who texts you a Slack channel](https://usebluebot.com/docs/guides/slack-channel-per-conversation): Build a small Slack app that opens a private channel for each person who texts your number, posts their texts there, and sends whatever your team writes in the channel back to them as a text from your number.

**Run it yourself**

- [Run appointment texts on your own server with n8n](https://usebluebot.com/docs/guides/n8n-self-hosted): Set up n8n on a server of your own with Docker, Caddy and Postgres, install the BlueBot community node, and build two workflows. One texts a reminder the evening before each appointment, and the other answers a reply of C or R by confirming it or sending the booking link.

Looking for one app? The [recipes](https://usebluebot.com/docs/recipes) have a page for each app BlueBot connects to, with the trigger, the action, the fields to map and the test for every recipe.