How to View Follow-Up Messages in the Dashboard

You can view your follow-up communication messages in the Client Dashboard. You're able to see all the messages associated with your account and which messages have been sent on a call.

First, we'll cover how to view all your follow-up messages.

View Follow-Up Messages in the Dashboard

  1. Log into your dashboard.
  2. Click on the phone icon to open the Call Handling menu.
  3. Scroll down the Call Handling page until you see the Follow-Up Communication section. Here, you'll see your follow-up email and SMS messages. You can also CC or BCC yourself on all follow-up emails.

View Follow-Up Messages Sent on a Call

You can also check which follow-up message has been sent on a call in the call details section.

From the dashboard, click on a call to open the details, and the follow-up section will show the follow-up message content and when it was sent.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

How to Use Smith.ai Tracking Numbers

How to edit your Team Directory

Contact