How to Export Your Smith.ai Call Data via CSV
If you want to analyze your calls answered by Smith.ai, you can download a CSV of your data from your account dashboard. Here’s how:
- Sign in to your call dashboard. You should be directed to the “History” page once you sign in.
- Use the filters to get the data you want by time, status, disposition, and priority. Your dashboard should look like this:
- Then click “Download CSV” at the top right side of your conversations:
- Upload this CSV into Excel or Google Sheets to analyze it. You will be provided the following data:
- Time created
- Client name
- Client phone
- Client status
- Call disposition
- Priority
- Summary (includes contact information and a summary of the call)
Need Assistance?
Email us at support@smith.ai or call us at (650) 727-6484.