Understanding Your Daily Call Summary

Updated 5 months ago by Coralyn Stahura

Everyday at 6:30pm PST, we will email you a "Daily Call Summary." Contained in this email is every call we received for your business, including all sales, spam, & wrong number calls, for your reference.

There is not a way to disable this feature, a daily summary is sent to every active account. Smith.ai's daily summaries can go to a single address only. Typically, this is the account holder's email. If you would like this to go to more than one person, please see "Setting up a distribution list" at the bottom of: Smith.ai Call Summary and Email Destination Options

Call summaries are categorized in order by priority: High, Normal, Low, & Spam. Every header will include the total number of calls, under that disposition for the day. Every summary will have the client status and contact information, as well as the option to block the caller.

High Priority Calls

These are the calls dispositioned as "urgent." Our general rule of thumb is anything that needs action or to be seen within two hours should be dispositioned as urgent. Some clients have asked that specific callers or category of callers also be identified as urgent. We can accommodate your requests, just let us know if you have special criteria you consider urgent.

Normal Priority Calls

These are calls dispositioned as "normal". This may include client calls, opposing counsel or court staff or calls from your doctor or spouse. The majority of your calls will fall into this category. On occasion, you may see a sales call fall into this category as well, but rest assured, you won't be charged if you see the words, "Smith.ai blocks all sales calls for you as a courtesy. If you’d like to unblock this number, please use the link in your daily call summary."

If at any time a sales/spam call slips through unnoticed, please click the hyperlink "Block this caller" to ensure that:

  • You are not charged for the call
  • The caller is unable to reach our team again

Low Priority Calls

These are the calls dispositioned as "low" and generally do not require follow-up or action from you. Calls in which our receptionists were able to relay the needed information or answer the questions accordingly; as well as any test calls that have been performed on your line. Sales calls will almost always fall into this category. Again, please remember, you won't be charged if you see the words, "Smith.ai blocks all sales calls for you as a courtesy. If you’d like to unblock this number, please use the link in your daily call summary."

Spam Calls

These are calls dispositioned as "spam." Calls that our team has identified as legitimate spam, verified on 800notes.com, automated sales calls, robocalls, and wrong number calls. You are NOT charged for ANY call that is listed under this category. These summaries are simply for your reference. There is not a "Block this caller" option on spam calls as we have already blocked the call on your behalf.

Please note that the priority is based on the disposition selected at the time the call is placed. You may see sales calls, that you are not charged for, under the "normal" or "low" priority.

Other Helpful Information

At the very bottom of your daily call summaries you will see our main support email and phone number. If at anytime you have questions or comments on how we can improve our services, please reach out! We love receiving feedback, both complementary and critical, from our customers.

You can also find your assigned Smith.ai phone number, should you misplace it.

Need help? Contact us.

Still have questions? We're available Monday - Friday, 5am – 9pm PT, Saturday & Sunday 6am - 4pm via phone at (650) 727-6484 or email at support@smith.ai.


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