Accept or Reject Incoming Call Transfer Requests in a Slack Channel
Accept or reject incoming call transfer requests in Microsoft Teams
Booking Appointments for Clients and Using Clio
How to Connect Daylite to Smith.ai
How to Connect HighLevel and Smith.ai
How to Connect Keap (formerly Infusionsoft) to Smith.ai
How to Connect ServiceTitan to Smith.ai
How to Connect Smith.ai to Clio Calendar
How to Connect Smith.ai to Harmonizely
How to Connect Smith.ai to Woven (and Google Calendar)
How to Connect Smith.ai to Your LawConnect (formally LawTap) Account
How to Connect Smith.ai to your PracticePanther Intake Forms
How to Connect Smokeball to Smith.ai
How to Connect Your ActiveCampaign Account to Smith.ai
How to Connect Your Agile CRM Account to Smith.ai
How to Connect Your Capsule CRM account to Smith.ai
How to Connect Your ClientRock Account to Smith.ai
How to Connect Your Clio Account to Smith.ai
How to Connect Your Clio Grow Account to Smith.ai
How to Connect Your Housecall Pro Account to Smith.ai
How to Connect Your HubSpot Account to Smith.ai
How to Connect Your Lawmatics Account to Smith.ai
How to Connect Your Lawmatics Calendar to Smith.ai
How to Connect Your Lead Docket Account to Smith.ai
How to Connect Your Lexicata Account to Smith.ai
How to Connect Your MyCase Account to Smith.ai
How to Connect Your Pipedrive Account to Smith.ai
How to Connect Your PracticePanther Account to Smith.ai
How to Connect Your PracticePanther Calendar to Smith.ai
How to Connect Your Redtail CRM Account to Smith.ai
How to Connect Your Rocket Matter Account to Smith.ai
How to Connect Your Salesforce Account to Smith.ai
How to Connect Your Wealthbox Account to Smith.ai
How to Connect Your iCloud (Apple) Calendar to Smith.ai
How to Connect Zoho CRM to Smith.ai
How to Connect noCRM.io to Smith.ai
How to Send Calls from WhatConverts to Smith.ai
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
How to connect Actionstep to Smith.ai using Zapier
How to connect your Filevine account to Smith.ai
How to connect your GlossGenius scheduling link to your Smith.ai account
How to connect your Law Ruler account to Smith.ai
How to identify and track Smith.ai calls and chats in HubSpot
How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling
How to use MyCase Intake Forms with Smith.ai
How to use Smith.ai with Dubsado
How to use Smith.ai with Lawcus intake forms
Integrations: CRM, Marketing Software, and Ticketing Programs
Requesting an integration
Route Smith.ai Call Summaries to a Slack Channel
Using Smith.ai with RealEFlow
Enabling your business' caller ID for Smith.ai-placed calls
Outbound Calling with Smith.ai: Getting Started
Requesting Outbound Call-Backs from Your Call Summary or Dashboard
Set your schedule and preferences for outbound calls
Appointments & Scheduling
Adding Video Meetings to your Appointments
Calendaring Program Integrations
Conference Bridge Calls with Smith.ai Operator
Connecting your Keap Calendar to Smith.ai
How to Adjust Your Time Zone Settings in AppointmentCore
How to Connect Smith.ai and Square Appointments
How to Connect Smith.ai to Apptoto
How to Connect Smith.ai to Calendly (and Google Calendar)
How to Connect Smith.ai to HighLevel Calendar
How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings
How to Connect Your ScheduleOnce Account to Smith.ai
How to Connect Your Schedulista Account to Smith.ai
How to Connect Your Setmore Account to Smith.ai
How to Connect Your WhenWorks Account to Smith.ai
How to Connect Your ZynCal Scheduling Assistant to Smith.ai
How to Find Your Acuity Scheduling Public Calendar Links
How to Lock Your Time Zone in Calendly
How to lock your time zone in Acuity/Squarespace
How to set up OnceHub to book appointments in your time zone
Preventing Calendly from Auto-Filling
Scheduling Appointments with MyCase & Smith.ai
Smith.ai Operator - We'll Convene Your Conference Calls
Direct Transfers & Call Blocking
Adding Callers to Your Direct Transfer or Block List
Uploading a CSV file to direct transfer/block ("whitelist"/"blacklist") numbers utilizing your VR dashboard
Why can't I direct transfer or block this number?
How to Customize Your After-Hours Voicemail Greeting
How to record your own greetings (or have someone do it for you)
How to Receive Call Summary Notifications via Email, SMS, or Slack
Integrating Smith.ai with Your Slack Team
Availability and Work Schedule
How to Text Smith.ai Support
Requesting an Outbound call in your Dashboard
Requesting updates to instructions via the Dashboard
Using and Accessing the Smith.ai Call Dashboard
Why don't you have an online portal?
Call Routing & Transfers
Have All Your Calls Answered by Spanish-Speaking Bilingual Receptionists
How to Enable "Redirect" with SMS Commands
How to Receive Call Transfer Requests via Text Message (SMS)
How to Update Your Status via SMS (Text Message)
Pricing & Billing
How to Download an Invoice PDF
How to update Business information and Billing email
How to update your payment method or credit card for your Virtual Receptionist service
Where do I obtain Smith's W-9 information?
Why are add-ons "per-call?" Why should I pay for this on all calls?
Spam & Robocalls
Number Forwarding & Porting
Can I use my current business phone number with Smith.ai?
Enabling Caller ID for Google Voice
Enabling Caller ID for Vonage
Enabling Caller ID on Grasshopper
Enabling Caller ID on Mighty Call
Enabling the Caller ID in CallRail
How To Disable Call Screening on Grasshopper
How to Forward Calls From Your Mobile Phone
How to Forward Calls from 8x8 to Smith.ai
How to Forward Calls from Aircall
How to Forward Calls from Bandwidth to Smith.ai
How to Forward Calls from Dialpad to Smith.ai
How to Forward Calls from FreedomVoice
How to Forward Calls from Grasshopper to Smith.ai
How to Forward Calls from Law Ruler to Smith.ai
How to Forward Calls from Net2Phone to Smith.ai
How to Forward Calls from Phone.com to Smith.ai
How to Forward Calls from RingCentral to Smith.ai
How to Forward Calls from Vonage to Smith.ai
How to Forward Your Google Voice Number to Smith.ai
How to Port Your Number from Ruby to Smith.ai
How to disable Call Screening for Xfinity
How to enable Caller ID for eVoice
How to forward calls from 3CX to Smith.ai
How to forward calls from 800.com to Smith.ai
How to forward calls from Comcast to Smith.ai
How to forward calls from Cox Business to Smith.ai
How to forward calls from GoToConnect to Smith.ai
How to forward calls from Intermedia to Smith.ai
How to forward calls from Microsoft Teams to Smith.ai
How to forward calls from Monster VoIP to Smith.ai
How to forward calls from Nextiva to Smith.ai
How to forward calls from Spectrum to Smith.ai
How to forward calls from Twilio to Smith.ai
How to forward calls from Unitel to Smith.ai
How to forward calls from Verizon Business to Smith.ai
How to forward calls from Windstream to Smith.ai
How to forward calls from Xfinity to Smith.ai
How to forward calls from eVoice to Smith.ai
How to forward your calls from CallRail to Smith.ai
How to forward your calls from Line2 to Smith
How to forward your calls from Ooma to Smith.ai
How to forward your calls from Voip.ms to Smith.ai
How to forward your calls from Zoom to Smith.ai
How to turn off Call Screening in Vonage
How to turn off the "On Play Announcement" in RingCentral
How to turn off the Verification Prompt in Dialpad
How to turn on Caller ID in Dialpad
How to turn on Caller ID in Ring Central
Porting Your Number to Smith.ai
Why We Need Caller ID
How to Use Headnote to Collect Payments with Smith.ai
How to Use LawPay to Collect Payments with Smith.ai
How to use Authorize.net to store credit card information
Payment Software Integrations
Guidelines to writing instructions for your virtual receptionists
How Do I Disable My Daily Call Summary Emails?
How long does it take to receive my call summaries?
How to get call summaries in Microsoft Teams
Smith.ai Call Summary and Email Destination Options
Understanding Your Daily Call Summary
Using Intake Forms with Your Smith.ai Service
Why are my SMS call summaries incomplete?
24/7 Call Answering / Receptionists FAQ
Best practices for Using CallRail with Smith.ai
Call Recording & Transcription with Smith.ai
Essential Plan: How to Update Your Account
How to CC or BCC follow-up emails to yourself
How to Connect Your Lawcus CRM Account to Smith.ai
How to Export Your Smith.ai Call Data via CSV
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
How to edit your Team Directory
How to have Smith.ai receptionists check for conflicts
How to restart SMS call notifications
Terms and Definitions
Why Does Porting a Phone Number Take So Long?
Monitor the performance of your outreach call campaigns
Outbound Call Campaigns using local Caller ID
Passing additional data through your Outreach Campaign
Installation & Web Host Options
Excluding your chat widget on certain pages of your website
How to Install your Chat Widget
Installing Smith.ai Chat (editing your own HTML)
Installing Smith.ai Chat on a GoDaddy Website
Installing Smith.ai Chat on a Google Sites Website
Installing Smith.ai Web Chat on a Lawlytics Website
Installing Smith.ai Web Chat on a Shopify Website
Installing Smith.ai Web Chat on a Squarespace Website
Installing Smith.ai Web Chat on a Webflow Website
Installing Smith.ai Web Chat on a Weebly Website
Installing Smith.ai Web Chat on a Wix Website
Installing Smith.ai Web Chat on a WordPress Website
Setting your chat widget on specific pages of your website
Why is my Chat widget displaying incorrectly?
Billing for Smith.ai Live Chat
How to Get Chat Notifications via Text Message
How to Use Smith.ai Live Chat
Setting Up Receptionist Callback Requests in Live Chat
Setting up an Email to SMS Gateway with Smith.ai Live Chat
Smith.ai Chat for Facebook Messenger: The Basics
What's a "Relevant Chat?"
Connect CASEpeer to Smith.ai Using Zapier
How to Connect Smith.ai Chat to Zapier
How to Connect Your ActiveCampaign Account to Smith.ai Chat
How to Connect Your Capsule CRM Account to Smith.ai Chat
How to Connect Your Clio Grow Account to Smith.ai Chat
How to Connect Your HubSpot Account to Smith.ai Chat
How to Connect Your Lawmatics Account to Smith.ai Web Chat
How to Connect Your Lexicata Account to Smith.ai Chat
How to Connect Your PracticePanther Account to Smith.ai Chat
How to Connect Your Wealthbox Account to Smith.ai Chat
How to Connect your Clio Account to Smith.ai Chat
How to Connect your Lead Docket Account to Smith.ai Chat
How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager
How to Set Up Chat Call-Back Requests in Slack
How to have Smith.ai answer SMS/text messages to your business
Creating linked playbooks
How to upgrade your Smith.ai Chatbot to unlimited Playbooks and Q&A
Smith.ai Chatbot: The Basics
What happens to my data when I remove chat add-ons?
Configuration & Setup
Add Legal Disclaimer to Your Chat Widget
Choose not to send transcripts to your chat visitors
Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging
How To Style Your Smith.ai Chat Widget
How to Change Live Chat Trigger Time
How to Set Up Smith.ai Chat Custom Intake Fields
How to Update Your Credit Card Information on the Chat Dashboard
Opting out of non-relevant transcript emails
Require a phone number to initiate Smith.ai chats
Set Custom Hours for Smith.ai Chat
Setting Your Notification Preferences for Web Chat
Adding your business information to your chat account
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Connecting Facebook Messenger to Smith.ai Chat
How to Export Your Smith.ai Chat Data via CSV
How to Review Chat History in Your Dashboard
How to Set Up and Use Playbooks for Smith.ai Chat
How to Train Your Smith.ai Chatbot From Your Dashboard
How to Update Your Contact Information on Your Smith.ai Chat Dashboard
How to sign up for Chat through your Dashboard
How to test Chat Playbooks
SMS Text Answering as a Service: The Basics
Send Smith.ai Chat Callback Requests to Slack
Using the Smith.ai Chat Playbook Funnel Performance Tracker
What is Smith.ai Automated Chat Software?
[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology
How to Access & Use the Partners Portal
How to Access Invoices and Historical Billing in the Partner Portal
How to Change your Payment Method or Credit Card in the Partner Portal
How to Download Call and Chat Data From the Partner Portal
How to Pause & Resume an Account in the Partner Portal
The Smith.ai Partners Portal 1.0
Best practices with Zapier
How to Connect Smith.ai to Zapier
Initiate a Smith.ai Outreach Campaign Call with Zapier
Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier
Initiate an Outbound Virtual Receptionist call from Smith.ai when a New HubSpot Form is Submitted via Zapier
Converting/Preparing Audio for Voicemail & Greetings
Federal Holidays Observed by Smith.ai
How to convert Scientific Notation in a .CSV file
How to port your number from Vonage
Porting a number: Sideline
SMS/Text Notification for missed call transfers
Smith.ai Money-Back Guarantee FAQ
What is the Smith.ai Referral Program?
Updated by Justin Maxwell
Note: Lead qualification and intake are not currently available with Essential plans. Update your receptionist instructions in your Essential plan account dashboard.
In our experience, proper instructions for our receptionists are the key to amazing phone calls. In order to qualify, schedule, and do intake for your new leads, we need succinct forms that allow our receptionists to do what they do best: provide an amazing experience for your callers. So take another look at your call instructions to ensure they ask specific questions, are conversation ready, and don't contain duplicate questions. Your callers will be happier, our receptionists can represent you better, and you'll get the most out of your Smith.ai service!
The following are four best practices based on our customer service data from 2018:
1. Use closed-ended, bounded questions
The problem: Open-ended questions like “tell us about your problem," or “how can I help you today” result in long-winded stories, more errors, and fewer bookings. (Long, free-form answers are for you, the expert.)
The solution: Use closed or bounded questions. Questions should lead to a yes or no answer or a specific result. Here are some examples of closed vs. open questions:
"Hi! How can I help you today? Are you calling about a parking ticket, a DUI, a moving violation, or something else?"
In this example, we set boundaries through options.
"Hi! How can I help you today? [wait for answer]"
"The attorney wants me to get your info to them as quickly as I can, so can you please give me a one-sentence, high-level summary of your issue?"
In this example, we set boundaries through answer length and urgency for their benefit.
"Please tell me a bit about your case."
Review your instructions:
- Convert any unbounded questions into bounded, deterministic questions.
- Update your instructions and submit them to us (we can provide suggestions if need be).
- Ensure all intake forms have been created or modified per these guidelines; don't reuse website forms.
2. Avoid multiple choice questions and lists
The problem: Callers will forget more than three options; they aren’t dim, it’s just brain science (especially if they're distracted). It's also a poor customer experience – they'll feel like they are just being read to, but they called to connect with a real person.
The solution: Limit your multiple-choice questions to three options. Optional: Have a fourth "something else" option for callers who don't fit into your regular options.
"Are you calling about residential disputes, commercial disputes, or something else?"
Then, based on the answer to 1, narrow it down further.
"Is your issue about civil litigation, real estate disputes, property disputes, land use, commercial disputes, trespassing, breach of contract, collections, or misrepresentation?"
Review your instructions:
- Reduce multiple-choice questions to three options.
- Convert longer multiple-choice questions into decision trees.
- Update your instructions and submit them to us.
3. Create instructions for a conversation
The problem: Website DIY intake forms are not designed for conversations. If we use them as instructions, your callers end up feeling frustrated with the robotic nature – or worse they hang up or doesn’t complete the intake process.
The solution: Redesign form questions with a conversation in mind – the caller is talking to a real human, so give some thought to the conversation the receptionist will have. Your caller doesn’t want to feel like they are being read a list of online intake form fields.
Review your instructions:
- If you have website intake forms, create alternates for receptionist conversations per these guidelines.
- Update your instructions and submit them to us.
4. Only ask for information once
The problem: Duplicate questions are unnecessary and frustrating. For instance, someone who is already a client or customer may expect that you have their email address already and will resent being asked to spell it out again.
The solution: Design your questions with the customer in mind. And think through the conversation our staff will have with your callers.
Note: duplicate questions in your intake forms will still count towards your overall intake question time and count.
Review your instructions:
- Review your intake forms and remove redundant questions.
- Update your instructions or form and submit them to us.
- We'll try our best to advise you about form revision, but inevitably, it's your responsibility to review your intake process.