How to Connect Your Lexicata Account to Smith.ai Chat

Crystal Field Updated by Crystal Field

Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, we can immediately pass contact information and transcripts from chats into your CRM and client intake software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

How it works

When you integrate your Smith.ai Chat account with your Lexicata account, the web visitor's contact information and their chat transcript is added to your Lexicata Inbox as a new lead.

From there you can associate the chat with your case matter or a contact. You can add the web visitor to your contact list, complete a quick intake, or more.

How to connect your Lexicata account to Smith.ai Chat

(The directions below assume you have an active Lexicata account. If you don't have one, go get one, and then return to these directions!)

1. Once you have a Smith.ai Chat account, log in at app.smith.ai and go to https://app.smith.ai/chat/integrations.

2. Click on Lexicata.

3. Enter the Lexicata Inbox token in the box labeled "API Token," which can be found on https://app.lexicata.com/settings/integrations (you will need to log in to your Lexicata account to view this page).

4. Click "Connect."

5. Review the add-on fee (at the time of writing, $.50/chat) and click "Add to plan" to accept the fee and continue with the integration.

That's it! Once your account is successfully connected to Smith.ai Chat, you'll see a popup notification confirming that your accounts were linked successfully.

And you will now see Lexicata listed under the "Connected" category within the Integrations menu. You can connect or disconnect integrations at any time.

Please note: Your first CRM integration is free. Any additional CRMs will incur an extra fee. View current pricing for this and all other add-on services.

How to request a new integration with Smith.ai Live Chat

Lexicata is just one of the integrations that we have enabled for Live Chat. From CRMs to online calendaring programs, we build integrations based on client demand. Please take a look at all of our active integrations here, and then if you don't see the program you use, request a new integration. We will do our best to implement it for you!

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 live chat or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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