Using and Accessing the Smith.ai Call Dashboard

Updated 1 week ago by Justin Maxwell

If you experience problems signing in to your dashboard, please read the section at the bottom before contacting support.

What you can do

You can...

  • See your call history
    • Click to see an individual record, including call summary, disposition, receptionist, etc.
  • See and edit your call handling & preferences, including your
    • Smith.ai number (not editable)
    • Any transfer lines (only editable in Essential Plan)
    • Direct Transfer (previously "whitelist") numbers
    • Blocked (previously "blacklist") numbers
    • Voicemail greetings

What you can't do (yet)

Change your caller ID, change your main number, or change your transfer line. If there's something you'd like to see there, please let us know.

Getting there

Please head on over to http://app.smith.ai/vr/

If you have a Chat account​

Please use the login you use with that account

If you do not have a Chat account​

Please choose "forgot password" and it should email your main email address with a link to reset and log in.

If you are experiencing problems logging in to the VR Dashboard, please read this:

  1. Go here: http://app.smith.ai/vr/
  2. What happens?
    1. You see the VR dashboard
      1. Great! It's working.
    2. You see the Virtual Receptionists marketing page OR you see a "page not found"
      1. Go here to log out of your chat account: https://app.smith.ai/logout
      2. Go here: http://app.smith.ai/vr/
      3. Sign in using the email address with which you signed up for Smith.ai Virtual Receptionist service. You can confirm this:
        1. The email subject is "Welcome to Smith"
        2. The first sentence is "Thanks for signing up! Please save this email so you can refer to it later."
        3. It was sent the day you signed up for Smith.ai
      4. If you do not have this email and aren't sure, we recommend trying:
        1. The email address at which you get your daily call summaries
        2. The email address at which you get the Smith.ai newsletter
      5. If you still can't log in with any of these addresses, please click the "Forgot password?" link and you'll get a password reset link to your address. (And this time, add it to your password manager!)
      6. You're done.
    3. You see a Log In screen
      1. Have you ever signed in before, successfully?
        1. Yes
          1. Sign in using the email address with which you signed up for Smith.ai Virtual Receptionist service. You can confirm this:
            1. The email subject is "Welcome to Smith"
            2. The first sentence is "Thanks for signing up! Please save this email so you can refer to it later."
            3. It was sent the day you signed up for Smith.ai
            4. If you do not have this email and aren't sure, we recommend trying:
              1. The email address at which you get your daily call summaries
              2. The email address at which you get the Smith.ai newsletter
          2. If none of that works, proceed to "no" below.
        2. No
          1. Please click the "Forgot password?" link and you'll get a password reset link to your address. (And for safety's sake, please add it to your password manager.)
  3. Ok, that should cover everything. If it doesn't, please let us know.


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