Operator guide
Day-to-day help for managing an assigned stub.
This guide covers the current admin workflows for stub owners, operators, and platform admins. Some controls are visible only to platform admins.
Roles and Access
- Platform admin: can manage inventory, users, billing, imports, setup fields, and offboarding.
- Stub owner: can access assigned stubs and inquiries from the time access was granted.
- Stub operator: is assigned after operator approval, usually through rent or rent-to-own.
Owners and operators can edit only approved stub fields. Platform-only controls are hidden from non-admin accounts.
Owner Access and Inquiries
The owner login email controls who can access an assigned stub. The inquiry notification email controls where new inquiry alerts are sent. If notification email is blank, BusinessStub uses the owner login email.
- Use Inquiries to review conversations from public forms, applications, email replies, and chatbot sessions.
- Reveal contact information only when needed; the reveal is recorded in the thread.
- Send customer replies from the inquiry, or add an internal note for private context.
- Non-admin users see only assigned-stub inquiries created after their access started.
For a step-by-step process with the reasons behind each action, see How to handle inquiries.
Billing
The Billing view shows recorded subscriptions, upcoming renewal date, invoice history, and Stripe portal access when the account has a Stripe customer attached.
If the renewal date says not scheduled, the account may not have a recurring subscription, the agreement may have only a one-time charge, or billing sync may not have recorded the current period yet. See billing troubleshooting.
Website Editor
The Website tab edits approved content fields from the stub site's repository schema. It does not edit layout, code, or build logic.
- Choose a website-enabled stub.
- Edit approved fields and upload image fields when available.
- Use Save + preview to save content and request a staging preview.
- Use Save live only after reviewing the change. You must type the exact domain and enter a change summary.
- Use history to preview or restore recent content versions.
Preview links can take a short time to become ready. Uploaded images must be served by the deployed stub site to appear publicly.
Chatbot
Chatbot settings live on the stub form. Chats are saved as inquiries, and inactive chatbot conversations are finalized later so the operator receives a useful summary.
- Service concierge: practical front-desk style help and lead capture.
- Qualification assistant: asks fit, scope, timing, and budget questions when useful.
- Helpful guide: answers first and asks for follow-up more softly.
Keep private credentials, internal notes, transfer terms, and anything the operator should not disclose out of bot knowledge.
Custom Email Sending
Platform admins can configure a per-stub Resend sender for inquiry email. If the setup is disabled, incomplete, or fails, BusinessStub falls back to the platform sender when possible.
- The Resend API key is encrypted before saving and is never shown again.
- BusinessStub does not currently verify DNS records in admin.
- Verify sending domain, reply domain, MX records, SPF, DKIM, and receiving setup in Resend and DNS tools.
Public Stub Sites
Separate stub websites should submit inquiries through their own same-origin route, such as /api/inquiry, and the server-side route should forward the lead to BusinessStub. The intake key must stay server-side.
If chatbot is enabled on a public stub site, the browser should post to the site's own /api/chatbot route for the same reason.
Offboarding
Offboarding is platform-admin only. It cancels the Stripe subscription, marks the local subscription canceled, removes the operator's stub access, returns the stub to available, and logs an admin event on the linked inquiry.