How to Export Your Smith.ai Call Data via CSV

Crystal Field Updated 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 “Call History” page once you sign in.
  2. Use the filters to get your desired data by time, status, disposition, and priority. Check the box to include blocked/spam/test/no answer calls.
  3. Scroll down to the Call Log section. Click “Download CSV” at the top right side of your conversations:
  4. Upload this CSV into Excel or Google Sheets to analyze it. The following data will be included:
  • Time created
  • Client name
  • Client phone
  • Client address
  • Client email
  • Client status
  • Call disposition
  • Priority
  • Summary (includes contact information and a summary of the call)
  • Actions taken

Need Assistance?

Email us at support@smith.ai or call us at (650) 727-6484.

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