How to Connect Your Wealthbox Account to Smith.ai Web Chat

Updated 2 months ago by Kelsey Johnson

  1. Sign in to your Smith.ai Web Chat account and navigate to Integrations.
  2. Click on Wealthbox under “All Integrations.”

  1. Sign in to your Wealthbox account in a new tab.
  2. Click on the three vertical dots in the upper right corner next to your name and select “Settings.”

  1. From the left menu, click on “API Access” and create a new API access token. We recommend naming your API Token something recognizable like “Smith.ai Web Chat.”

  1. Copy the token number, go back to the Smith.ai Web Chat tab, and insert the number in the API Token box. Then click connect.


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