How to Forward Calls from Talkroute to Smith.ai

Jessica Paxton Updated by Jessica Paxton

If you're a Talkroute customer, you'll need to set up call forwarding to Smith.ai for our receptionists to answer your calls.

Prerequisites

How to forward calls from Talkroute to Smith.ai

Follow the directions from the Talkroute Help Center below to ensure your calls are being forwarded correctly:

  1. Login to your Talkroute account and find the settings section.
  2. Add your Smith.ai number by following these instructions on adding a forwarding phone number to a virtual phone number, menu option, or extension.
    IMPORTANT: You must uncheck "Enable Call Announcement & Talkroute Voicemail"
  3. Make sure to send the caller's caller ID to Smith.ai by following these instructions on changing the incoming caller ID. (Read more about why Smith.ai needs caller ID.)

How to set up Smith.ai for overflow answering on Talkroute

Using the sequential order configuration in Talkroute can allow your in-house staff the first opportunity to answer a call before that call is sent to Smith.ai. This is often referred to as overflow answering.

  1. Following these instructions on how to ring your phones in sequential order.

How to set up a custom schedule for Smith.ai answering on Talkroute

Scheduled forwarding allows you to ring your phones based on a custom weekly schedule. 

Scheduled call forwarding is only available on some Talkroute plans. Reach out to Talkroute for more information.
  1. Follow these instructions on how to add a custom schedule to call forwarding.

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.

How did we do?

How to Connect your Ninja Forms Intake Forms to Smith.ai

How to Pass REI Software Form Fills into Smith.ai for Outbound Calls

Contact