Accept or Reject Incoming Call Transfer Requests in a Slack Channel
Accept or reject incoming call transfer requests in Microsoft Teams
Booking Appointments for Clients and Using Clio
How to Connect Daylite to Smith.ai
How to Connect HighLevel and Smith.ai
How to Connect Keap (formerly Infusionsoft) to Smith.ai
How to Connect ServiceTitan to Smith.ai
How to Connect Smith.ai to Clio Calendar
How to Connect Smith.ai to Harmonizely
How to Connect Smith.ai to Woven (and Google Calendar)
How to Connect Smith.ai to Your LawConnect (formally LawTap) Account
How to Connect Smith.ai to your PracticePanther Intake Forms
How to Connect Your ActiveCampaign Account to Smith.ai
How to Connect Your Agile CRM Account to Smith.ai
How to Connect Your Capsule CRM account to Smith.ai
How to Connect Your ClientRock Account to Smith.ai
How to Connect Your Clio Account to Smith.ai
How to Connect Your Clio Grow Account to Smith.ai
How to Connect Your Housecall Pro Account to Smith.ai
How to Connect Your HubSpot Account to Smith.ai
How to Connect Your Lawmatics Account to Smith.ai
How to Connect Your Lawmatics Calendar to Smith.ai
How to Connect Your Lead Docket Account to Smith.ai
How to Connect Your Lexicata Account to Smith.ai
How to Connect Your MyCase Account to Smith.ai
How to Connect Your Pipedrive Account to Smith.ai
How to Connect Your PracticePanther Account to Smith.ai
How to Connect Your PracticePanther Calendar to Smith.ai
How to Connect Your Redtail CRM Account to Smith.ai
How to Connect Your Rocket Matter Account to Smith.ai
How to Connect Your Salesforce Account to Smith.ai
How to Connect Your Wealthbox Account to Smith.ai
How to Connect Your iCloud (Apple) Calendar to Smith.ai
How to Connect Zoho CRM to Smith.ai
How to Connect noCRM.io to Smith.ai
How to Send Calls from WhatConverts to Smith.ai
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
How to connect Actionstep to Smith.ai using Zapier
How to connect your Filevine account to Smith.ai
How to connect your GlossGenius scheduling link to your Smith.ai account
How to connect your Law Ruler account to Smith.ai
How to identify and track Smith.ai calls and chats in HubSpot
How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling
How to use MyCase Intake Forms with Smith.ai
How to use Smith.ai with Dubsado
How to use Smith.ai with Lawcus intake forms
Integrations: CRM, Marketing Software, and Ticketing Programs
Requesting an integration
Route Smith.ai Call Summaries to a Slack Channel
Using Smith.ai with RealEFlow
Enabling your business' caller ID for Smith.ai-placed calls
Outbound Calling with Smith.ai: Getting Started
Requesting Outbound Call-Backs from Your Call Summary or Dashboard
Set your schedule and preferences for outbound calls
Appointments & Scheduling
Adding Video Meetings to your Appointments
Calendaring Program Integrations
Conference Bridge Calls with Smith.ai Operator
Connecting your Keap Calendar to Smith.ai
How to Adjust Your Time Zone Settings in AppointmentCore
How to Connect Smith.ai and Square Appointments
How to Connect Smith.ai to Apptoto
How to Connect Smith.ai to Calendly (and Google Calendar)
How to Connect Smith.ai to HighLevel Calendar
How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings
How to Connect Your ScheduleOnce Account to Smith.ai
How to Connect Your Schedulista Account to Smith.ai
How to Connect Your Setmore Account to Smith.ai
How to Connect Your WhenWorks Account to Smith.ai
How to Connect Your ZynCal Scheduling Assistant to Smith.ai
How to Find Your Acuity Scheduling Public Calendar Links
How to Lock Your Time Zone in Calendly
How to lock your time zone in Acuity/Squarespace
How to set up OnceHub to book appointments in your time zone
Preventing Calendly from Auto-Filling
Scheduling Appointments with MyCase & Smith.ai
Smith.ai Operator - We'll Convene Your Conference Calls
Direct Transfers & Call Blocking
Adding Callers to Your Direct Transfer or Block List
Uploading a CSV file to direct transfer/block ("whitelist"/"blacklist") numbers utilizing your VR dashboard
Why can't I direct transfer or block this number?
How to Customize Your After-Hours Voicemail Greeting
How to record your own greetings (or have someone do it for you)
How to Receive Call Summary Notifications via Email, SMS, or Slack
Integrating Smith.ai with Your Slack Team
Availability and Work Schedule
How to Text Smith.ai Support
Requesting an Outbound call in your Dashboard
Requesting updates to instructions via the Dashboard
Using and Accessing the Smith.ai Call Dashboard
Why don't you have an online portal?
Call Routing & Transfers
Have All Your Calls Answered by Spanish-Speaking Bilingual Receptionists
How to Enable "Redirect" with SMS Commands
How to Receive Call Transfer Requests via Text Message (SMS)
How to Update Your Status via SMS (Text Message)
Pricing & Billing
How to Download an Invoice PDF
How to update Business information and Billing email
How to update your payment method or credit card for your Virtual Receptionist service
Where do I obtain Smith's W-9 information?
Why are add-ons "per-call?" Why should I pay for this on all calls?
Spam & Robocalls
Number Forwarding & Porting
Can I use my current business phone number with Smith.ai?
Enabling Caller ID for Google Voice
Enabling Caller ID for Vonage
Enabling Caller ID on Grasshopper
Enabling Caller ID on Mighty Call
Enabling the Caller ID in CallRail
How To Disable Call Screening on Grasshopper
How to Forward Calls From Your Mobile Phone
How to Forward Calls from 8x8 to Smith.ai
How to Forward Calls from Aircall
How to Forward Calls from Bandwidth to Smith.ai
How to Forward Calls from Dialpad to Smith.ai
How to Forward Calls from FreedomVoice
How to Forward Calls from Grasshopper to Smith.ai
How to Forward Calls from Law Ruler to Smith.ai
How to Forward Calls from Net2Phone to Smith.ai
How to Forward Calls from Phone.com to Smith.ai
How to Forward Calls from RingCentral to Smith.ai
How to Forward Calls from Vonage to Smith.ai
How to Forward Your Google Voice Number to Smith.ai
How to Port Your Number from Ruby to Smith.ai
How to disable Call Screening for Xfinity
How to enable Caller ID for eVoice
How to forward calls from 3CX to Smith.ai
How to forward calls from 800.com to Smith.ai
How to forward calls from Comcast to Smith.ai
How to forward calls from Cox Business to Smith.ai
How to forward calls from GoToConnect to Smith.ai
How to forward calls from Intermedia to Smith.ai
How to forward calls from Microsoft Teams to Smith.ai
How to forward calls from Monster VoIP to Smith.ai
How to forward calls from Nextiva to Smith.ai
How to forward calls from Spectrum to Smith.ai
How to forward calls from Twilio to Smith.ai
How to forward calls from Unitel to Smith.ai
How to forward calls from Verizon Business to Smith.ai
How to forward calls from Windstream to Smith.ai
How to forward calls from Xfinity to Smith.ai
How to forward calls from eVoice to Smith.ai
How to forward your calls from CallRail to Smith.ai
How to forward your calls from Line2 to Smith
How to forward your calls from Ooma to Smith.ai
How to forward your calls from Voip.ms to Smith.ai
How to forward your calls from Zoom to Smith.ai
How to turn off Call Screening in Vonage
How to turn off the "On Play Announcement" in RingCentral
How to turn off the Verification Prompt in Dialpad
How to turn on Caller ID in Dialpad
How to turn on Caller ID in Ring Central
Porting Your Number to Smith.ai
Why We Need Caller ID
How to Use Headnote to Collect Payments with Smith.ai
How to Use LawPay to Collect Payments with Smith.ai
How to use Authorize.net to store credit card information
Payment Software Integrations
Guidelines to writing instructions for your virtual receptionists
How Do I Disable My Daily Call Summary Emails?
How long does it take to receive my call summaries?
How to get call summaries in Microsoft Teams
Smith.ai Call Summary and Email Destination Options
Understanding Your Daily Call Summary
Using Intake Forms with Your Smith.ai Service
Why are my SMS call summaries incomplete?
24/7 Call Answering / Receptionists FAQ
Best practices for Using CallRail with Smith.ai
Call Recording & Transcription with Smith.ai
Essential Plan: How to Update Your Account
How to CC or BCC follow-up emails to yourself
How to Connect Your Lawcus CRM Account to Smith.ai
How to Export Your Smith.ai Call Data via CSV
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
How to edit your Team Directory
How to have Smith.ai receptionists check for conflicts
How to restart SMS call notifications
Terms and Definitions
Why Does Porting a Phone Number Take So Long?
Monitor the performance of your outreach call campaigns
Outbound Call Campaigns using local Caller ID
Passing additional data through your Outreach Campaign
Installation & Web Host Options
Excluding your chat widget on certain pages of your website
How to Install your Chat Widget
Installing Smith.ai Chat (editing your own HTML)
Installing Smith.ai Chat on a GoDaddy Website
Installing Smith.ai Chat on a Google Sites Website
Installing Smith.ai Web Chat on a Lawlytics Website
Installing Smith.ai Web Chat on a Shopify Website
Installing Smith.ai Web Chat on a Squarespace Website
Installing Smith.ai Web Chat on a Webflow Website
Installing Smith.ai Web Chat on a Weebly Website
Installing Smith.ai Web Chat on a Wix Website
Installing Smith.ai Web Chat on a WordPress Website
Setting your chat widget on specific pages of your website
Why is my Chat widget displaying incorrectly?
Billing for Smith.ai Live Chat
How to Get Chat Notifications via Text Message
How to Use Smith.ai Live Chat
Setting Up Receptionist Callback Requests in Live Chat
Setting up an Email to SMS Gateway with Smith.ai Live Chat
Smith.ai Chat for Facebook Messenger: The Basics
What's a "Relevant Chat?"
Connect CASEpeer to Smith.ai Using Zapier
How to Connect Smith.ai Chat to Zapier
How to Connect Your ActiveCampaign Account to Smith.ai Chat
How to Connect Your Capsule CRM Account to Smith.ai Chat
How to Connect Your Clio Grow Account to Smith.ai Chat
How to Connect Your HubSpot Account to Smith.ai Chat
How to Connect Your Lawmatics Account to Smith.ai Web Chat
How to Connect Your Lexicata Account to Smith.ai Chat
How to Connect Your PracticePanther Account to Smith.ai Chat
How to Connect Your Wealthbox Account to Smith.ai Chat
How to Connect your Clio Account to Smith.ai Chat
How to Connect your Lead Docket Account to Smith.ai Chat
How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager
How to Set Up Chat Call-Back Requests in Slack
How to have Smith.ai answer SMS/text messages to your business
Creating linked playbooks
How to upgrade your Smith.ai Chatbot to unlimited Playbooks and Q&A
Smith.ai Chatbot: The Basics
What happens to my data when I remove chat add-ons?
Configuration & Setup
Add Legal Disclaimer to Your Chat Widget
Choose not to send transcripts to your chat visitors
Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging
How To Style Your Smith.ai Chat Widget
How to Change Live Chat Trigger Time
How to Set Up Smith.ai Chat Custom Intake Fields
How to Update Your Credit Card Information on the Chat Dashboard
Opting out of non-relevant transcript emails
Require a phone number to initiate Smith.ai chats
Set Custom Hours for Smith.ai Chat
Setting Your Notification Preferences for Web Chat
Adding your business information to your chat account
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Connecting Facebook Messenger to Smith.ai Chat
How to Export Your Smith.ai Chat Data via CSV
How to Review Chat History in Your Dashboard
How to Set Up and Use Playbooks for Smith.ai Chat
How to Train Your Smith.ai Chatbot From Your Dashboard
How to Update Your Contact Information on Your Smith.ai Chat Dashboard
How to sign up for Chat through your Dashboard
How to test Chat Playbooks
SMS Text Answering as a Service: The Basics
Send Smith.ai Chat Callback Requests to Slack
Using the Smith.ai Chat Playbook Funnel Performance Tracker
What is Smith.ai Automated Chat Software?
[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology
How to Access & Use the Partners Portal
How to Access Invoices and Historical Billing in the Partner Portal
How to Change your Payment Method or Credit Card in the Partner Portal
How to Download Call and Chat Data From the Partner Portal
How to Pause & Resume an Account in the Partner Portal
The Smith.ai Partners Portal 1.0
Best practices with Zapier
How to Connect Smith.ai to Zapier
Initiate a Smith.ai Outreach Campaign Call with Zapier
Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier
Initiate an Outbound Virtual Receptionist call from Smith.ai when a New HubSpot Form is Submitted via Zapier
Converting/Preparing Audio for Voicemail & Greetings
Federal Holidays Observed by Smith.ai
How to convert Scientific Notation in a .CSV file
How to port your number from Vonage
Porting a number: Sideline
SMS/Text Notification for missed call transfers
Smith.ai Money-Back Guarantee FAQ
What is the Smith.ai Referral Program?
Updated by Crystal Field
Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. Imagine taking every caller and adding them to your Google contact list by hand: This and thousands of other processes can be automated through Zapier, taking the manual work of your hands so you can get back to work.
What is Zapier?
Zapier connects your existing platforms, so you can sync information and initiate workflows. You can use the Smith.ai Zapier integration to add caller information to thousands of applications, like your CRM, Google Sheets, your Google Contacts, and more. The options are endless.
Automated connections, called Zaps, are made up of Triggers and Actions. Smith.ai is a Trigger — you can send the information from a call to another app automatically after each call.
You can set up Zaps in minutes with no coding, by automating your day-to-day tasks and building workflows between apps that otherwise wouldn't be possible.
Check out our Best practices with Zapier document for further tips and suggestions on how to use Zapier.
How to connect Smith.ai to Zapier
- Sign up for a Zapier account for free. If you already have one, log in.
- Click Make a Zap in the upper left corner.
- Search for “Smith.ai” in the Trigger App Event section and choose the Smith.ai app with our red logo.
- Choose New Call as the trigger event then click Continue
- When asked to choose an account, click Sign in to Smith.ai. You’ll only have to do this one time for your Zapier account.
- A window will pop open asking for an API key. You can access your Zapier API key in your Smith.ai Call Dashboard. Sign in to your dashboard at app.smith.ai/vr.
- Click on the Integrations icon in the lower left corner of your call dashboard or go to app.smith.ai/vr/integrations.
- Scroll to the bottom of the list of integrations where you’ll see Zapier. Click on it.
- Then click Connect Zapier. Note: Your first integration is free. If this is your second integration, you will be prompted to accept a $0.50/call add-on charge. For more information, see our add-on pricing.
- You’ll see your API key immediately in the next screen. Click the blue icon to the left of your API key to copy it to your clipboard.
- Navigate back to the Zapier window you left open. Add your copied API Key to the field and click Yes, Continue.
- Your Smith.ai account should now be connected to Zapier. Don’t worry, nothing will happen until you set up the trigger part of your Zap.
- Click Continue and then Test Trigger. If your Smith.ai account is set up and we’ve taken a call for you, it will show up here. If we haven’t taken any calls yet, you will see some test data to work with.
- Click Continue and then go about setting up your action.
Data available to use in your Zap
These key-value pairs (data) are available to use when building your zap:
How much does a Zapier integration cost?
There are three factors to consider in the cost of a Zapier integration.
Smith.ai: Your Smith.ai account comes with one free integration. If Zapier is your second integration, it will cost $0.50/call or chat. Note: The Zapier integration will incur a $0.50/chat cost with our free AI-chatbot, even if it’s the first integration.
Zapier: Zapier has a free plan which includes single-step Zaps and 100 tasks per month. We recommend starting with this plan and only upgrading if you need to.
You can learn more about Zapier’s paid plans on their website.
3rd Party App: Many apps, like Google Sheets and HubSpot, don’t require an additional subscription to connect to Zapier. Ask about prices from the company you’re ultimately sending your calls and chats to.
What kinds of platforms does Zapier integrate with?
At the time of writing, Zapier connects to over 3,000 apps. The most popular to use with Smith.ai are CRMs, case management tools, communication platforms, spreadsheets, contacts, email marketing, calendars, billing, and more. But with email organization, social media, lead magnet tools, and even video platforms, you may find that Zapier automations are useful beyond Smith.ai too!
Where can I get suggestions on what to set up through Zapier?
Looking for some popular use cases?
Here are some pre-made Smith.ai Zap templates:
Can Smith.ai's Support Team help me set up my Zapier integration?
Unfortunately no, we are not Zapier experts. You can search for guides in our documentation or dive in and try to set up the integration Zapier yourself (remember, it doesn’t require any coding knowledge).
If you’re still struggling to set up a Zapier integration, we recommend looking on UpWork for an automation expert who can build and maintain your Zaps.
Or you could hire one of Zapier’s certified experts.
How is Zapier different from a native CRM integration?
Smith.ai has dozens of native integrations with CRMs and case management platforms. “Native” means you don’t need Zapier to connect them.
There are two main reason why you might want to use Zapier instead of a native integration:
- Smith.ai doesn’t have a native integration with your platform. If you use a CRM or other tool that Smith.ai hasn’t built an integration with yet, Zapier is a great option to still automate your workflow.
- Zapier offers more customization than the native Smith.ai integration. Our integrations log calls and chats in your CRM immediately and in the same way every time — which works for most users. Zapier offers a lot of flexibility in the way you log calls and chats.
How can I use Zapier in ways other than logging calls/chats in my CRM?
Looking for other ways to use your new Zapier integration? There are thousands of options for how to use the data that comes in every day from your callers and chatters. Here are a few ideas to get you started:
- Log all callers as contacts in your Google Contacts or Microsoft 365 account
- Add emails from callers and chatters to your email marketing platform
- Log new leads as rows in a spreadsheet for future tracking
- Have every call summary and chat transcript sent to a Slack or Teams channel for collaboration and transparent follow-up
- Have new lead calls create a reminder on your Google Calendar to follow up in a certain time period
- Add a new lead as a task in your Todoist or Evernote account
If this is your first time using Zapier, take a look at other automations between platforms. You may find that there are multiple Zaps you can create that save you tons of time in the long run!
What are you using your Smith.ai Zapier Zap for? Please let us know! We'd love to feature you on our blog.