Using and Accessing the Smith.ai Call Dashboard

Crystal Field Updated by Crystal Field

Where is the dashboard and how do I access it?

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

If you have a chat account, please log in using that account.

If you do not have a chat account, please choose "forgot password" and enter your main email address. We'll send you a link to reset and log in.

If you have problems logging in, please read this section for more help.

What is the dashboard for?

The dashboard provides you with an overview of your call history, with visualized call intelligence (Business Intelligence / BI) metrics so you can see call volumes, what the makeup of your calls was, and other valuable information.

The dashboard will show all of the call information for the current month by default.

In the graph you can see the relative volumes of calls by type of caller, over time. Your calls will show in the stacks with each colored section representing the different call statuses.

To change to another view of time, for example, the current year, or last year, use the date selector in the top right corner of the page. You can even choose a custom date range.

You can filter the information by status, disposition, priority, and actions taken by using the drop-down menus.

To see all of your blocked calls, you can click on the "Show spam/blocked calls" check box.

When you're looking at a view showing multiple months, a line will indicate your current call plan quota.

When you select the "Change Plan" link, it opens an email addressed to our Client Success team, including the subject and your current plan details. Send the email if you wish to talk to us about changing your plan.

See individual call details

You can click on an individual call from the Call Log list to see the full details of the call, including the caller information, the call summary, status, disposition, priority, actions taken, and time of the call.

From the call details page, you can block the caller, add the caller to your director transfer (VIP) list, send the caller to voicemail, or request a call back to the caller.

Actions Taken

Any actions taken on your calls will be represented by a pie chart, and the key underneath indicates all actions taken on your calls.

The actions taken column on the right of the Call Log table are icons that show what action was taken by the receptionist for each call as well, such as scheduling an appointment, transferring the call, intake form completed, payment taken, conflict check no match/matched, and follow-up sent.

Conflict checks will only appear on your Actions Taken chart, if you have the feature enabled. To learn more about conflict checks please feel free to reference How to have Smith.ai receptionists check for conflicts.

See and edit your call handling & preferences

You can see and edit your call handling & preferences settings by selecting the phone icon in the left menu. You see settings for the following preferences:

  • Smith.ai number (not editable)
  • Any transfer lines (only editable in Essential Plan)
  • Direct Transfer (previously "whitelist") numbers
  • Blocked (previously "blacklist") numbers
  • Voicemail greetings

If you are experiencing problems logging in to the dashboard, please read this

  1. Go here: https://app.smith.ai/vr/
  2. What happens?
    1. You see the 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: https://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.

How did we do?

Requesting updates to instructions via the Dashboard

Why don't you have an online portal?

Contact