How to Forward Calls from Dialpad to Smith.ai

Crystal Field Updated by Crystal Field

Dialpad customers will need to set up call forwarding to Smith.ai in order for our receptionists to answer your calls.

As soon as you're signed up for Smith.ai and have completed the onboarding process, follow the directions below to change the settings in your Dialpad account to ensure your calls are being forwarded correctly. 

  1. Log in to Dialpad
  2. Go to your Admin settings, and click on Main Line.
  1. Navigate to Business Hours & Call Routing, and then click on the Call Routing button on the right.
  1. Click on Other Routing Options, and insert your Smith number under To a Team member/Room phone/ Number. Hit enter to save the number. You'll want to make sure you set the call routing for Open Hours and Closed Hours if applicable.
If you do not see the option to forward To a Team member/Room phone/ Number, you will need to reach out to Dialpad support, and ask them to enable the feature. Inform them you would like to forward your calls to an external number, and they will verify once the option is available.
How to forward Department calls from Dialpad to Smith.ai
  1. Log in to Dialpad
  2. Navigate to Admin Settings > Departments > Business Hours & Call Handling 
  1. Under Call Routing, select Edit Call Routing.
If you've set specific business hours for a Department, you'll need to go through some of these steps twice for both open hours and closed hours.
  1. Go to Other Routing Options, and select To a team member / room phone / number. Here you can enter your Smith number.
  1. Hit Enter to save before exiting the menu.
Please make sure your Caller ID is set to pass through the original caller number when forwarded. Instructions on this can be found Here.

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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