Requesting updates to your instructions (NEW)

Jessica Paxton Updated by Jessica Paxton

You can update your account instructions through the Smith.ai Dashboard, so your request is categorized properly and responded to in a timely manner.

  1. Go to Dashboard > Instructions
  2. Click on Request a change.
  3. You should be automatically signed in to the ticketing portal. Here you'll be presented with the option to view all tickets or submit a ticket. To submit a change to your instructions, click on Submit a ticket.
    (If you do not see the screen below, please follow these instructions.)
  4. Fill out the changes you'd like made to your instructions in the form.
    Please review your current instructions and describe the change in as much detail as possible. This will ensure your changes are made swiftly and smoothly. If you have multiple accounts (for example, you have both a Virtual Receptionist & Chat account), please specify if these changes are for one or both accounts.
    Some changes, such as adding additional transfer lines, may affect your plan cost.
  5. After you've filled out all the information, click Submit.
  6. That's it! Your request is sent directly to the Smith team, and they will follow up with you to confirm the changes once completed.

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 virtual receptionist services 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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