{"id":62236,"date":"2026-09-15T09:15:51","date_gmt":"2026-09-15T16:15:51","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/us\/en\/blog\/?p=62236"},"modified":"2026-09-15T10:02:49","modified_gmt":"2026-09-15T17:02:49","slug":"claude-for-small-business-connector","status":"publish","type":"post","link":"\/us\/en\/blog\/claude-for-small-business-connector\/","title":{"rendered":"RingCentral puts conversations to work inside Claude for Small Business"},"content":{"rendered":"

Running a small business means wearing every hat: marketing, sales, customer service, accounting, and whatever else comes up before lunch. It also means juggling a handful of different tools just to keep the lights on, and losing hours to work that has nothing to do with why you started the business in the first place.<\/p>\n

RingCentral and Anthropic teamed up to change that by bringing the power of conversation data into Claude for Small Business. Through this partnership, small business owners gain a clear pulse on their business, spend less time digging for answers, take action, and scale faster. For example, owners can ask a direct question within Claude like ‘Which customers still need a follow-up?’ and Claude will pull the information and draft and send a follow-up message, closing the loop with a single prompt.<\/p>\n

As Akshay Srivastava, EVP & GM of SMB at RingCentral, puts it: “Small business owners spend too much time digging through every customer call or message to figure out what needs their attention next. RingCentral gives owners the ability to easily access and act on the conversations flowing through their business, right within Claude where they’re already working. The result is an owner who can follow up faster, catch a problem earlier, and stay focused on their customers.”<\/p>\n

It’s a shift industry analysts are already tracking. According to Shelly Kramer, Founder & Principal Analyst, Kramer & Company: “Most of the AI built for small business so far has been trained on structured data, like invoices, contacts, and deal stages. RingCentral is bringing something different into Claude for Small Business: the actual conversations happening between a business and its customers. For a team too small to have someone reviewing every call or message, that’s not a nice-to-have \u2014 it’s context they’ve simply never had access to before.”<\/p>\n

For a look at what that means in practice, take Captivo Labs. CTO and Co-Founder Giv Parvaneh is already seeing the time savings firsthand: “As CTO and co-founder of a small, distributed team, I used to burn 15 minutes every morning digging through 100+ messages across chats just to find what actually applied to me. Using the RingCentral connector in Claude, I now get a scheduled summary of only my mentions and action items \u2014 cutting that to seconds, which is a 98% time savings, every single day.”<\/p>\n

<\/a>Installing Claude for Small Business<\/h2>\n

\"RingCentral<\/p>\n

RingCentral customers using Claude can install the Small Business plugin in three simple steps:<\/p>\n

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  1. Open Claude and select Customize<\/b> in the left sidebar.<\/li>\n
  2. Select the search icon and enter “small business.”<\/li>\n
  3. Find Small Business<\/b> and select Install<\/b>.<\/li>\n<\/ol>\n

    Already have the Small Business plugin? Go to Customize<\/b> > Plugins<\/b> > Small Business<\/b>, and you’ll see RingCentral listed as a new connector.<\/p>\n

    Select Connect<\/b> on RingCentral to sign in with your RingCentral account and approve access. Your existing RingCentral permissions carry over, so Claude only sees what you have access to, and only takes the actions you allow.<\/p>\n

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    See Claude for Small Business in action<\/h3>\n

    Join RingCentral and Anthropic on October 1st at 10am PT for a live walkthrough of what\u2019s possible.<\/p>\n<\/p><\/div>\n

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    \n\t\t\t\t\t\t\t\t\tLearn more<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n

    <\/a>Setting up RingCentral Chat and making your first prompts<\/h2>\n

    Once RingCentral Chat is connected, give Claude some context on your business so every skill starts off knowing how you work:<\/p>\n

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    Customize the “smb-complete” plugin for me based on my company.<\/i><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

    Claude will ask a few questions \u2014 what you do, who’s on your team, what’s hardest right now \u2014 and save your answers so every skill already knows your context. For a small business, that might be as simple as “it’s me and three part-time staff, and I do the books myself on Sundays.”<\/p>\n

    There’s no special syntax to learn. Describe the job the way you’d hand it to someone you trust, and Claude reads your RingCentral chats, your other connected tools, or both, and picks the right skill for it.<\/p>\n

    A few good first prompts to try:<\/p>\n