How to Connect Thryv to Smith.ai for Intake and Appointment Setting

If you're a Thryv user, this article will help you set up a custom intake form and calendar widget that can be used by Smith.ai virtual receptionists to qualify leads or book appointments on your behalf.

In this guide, you can:
Prerequisites

Make sure to have these before you begin:

How to Setup a Thryv Intake Form to be Used by Smith.ai Agents

  1. Sign in to your Thryv account.
  2. Click on Online Presence > Website Widgets.
  3. Under Additional Widgets, click Edit/View for the Contact Form Widget.
  4. Customize your form questions, layout, and style.
    1. For more info on building Thryv intake forms, please click here.
  5. Once you finish customizing your form, click Done to save your changes and click Add to Website to retrieve the form HTML embed code.
  6. Install that code on a specific page of your website. It is recommended you build an intake form specific for Smith.ai agents.
  7. Once you place that form onto a web page, copy the URL and send it to support@smith.ai with directions for how the Smith.ai agents should use it.

How to Setup a Thryv Calendar to be Used by Smith.ai Agents

  1. Sign in to your Thryv account.
  2. Click on Online Presence > Website Widgets.
  3. Scroll down and click on Edit next to the Scheduling Calendar widget.
  4. Customize your calendar widget with meeting types and styling.
    1. For more info on building Thryv calendar widgets, please click here.
  5. Click Done to save and then click Add to Website to generate the calendar widget's HTML code.
  6. Install that code on a specific page of your website.
  7. Copy that web page's URL and send it to support@smith.ai with instructions on taking appointments. We will begin scheduling new leads and current clients on your calendar within 1-2 days.

Additional Resources:

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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