How to Export Your Smith.ai Call Data via CSV

Updated 2 days ago by Crystal Field

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:

  1. Sign in to your call dashboard. You should be directed to the “History” page once you sign in.
  2. Use the filters to get the data you want by time, status, disposition, and priority. Your dashboard should look like this:

  1. Then click “Download CSV” at the top right side of your conversations:
  2. 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.

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