What is the Smith.ai Referral Program?

At Smith.ai, referrals are our #1 source of new business. We rely on happy clients like you to share the benefits of our services with your friends, peers, and professional networks.

As a thank you, we’ll give you $1,000 for every paying virtual receptionist client and $200 for every paying Voice Assistant client you refer. There's no limit! Every new referral adds more money in your pocket. 

Now, referring friends to Smith.ai is even easier!

Every new and existing Smith.ai client now automatically has a personal referral link and promo code assigned to their account. The link and code serve two purposes:

  1. Your friends get $100 off their first month of service when they sign up through the link or use the code
  2. You automatically get cash back when your referral signs up for a paid plan, as long as they remain a paying client.

There’s no limit to how many people you can refer. The referral cash is for every paying Virtual Receptionist and Voice Assistant client. That means if you refer 3 Virtual Receptionist clients and two Voice Assistant clients, you get $3,400.

You’ll see your referral link in every call summary and chat transcript sent via email. Click on that link to open your personalized referral page, and you’ll see your code displayed right there. 

Copy the link (or code), send it to anyone you wish to refer, and share it in your peer groups.

If you need help finding your link or code, please email support@smith.ai for assistance.

How the Smith.ai Referral Program works:

  1. You sign up for a Smith.ai plan.
  2. While you’re going through our onboarding process, we’ll create a referral link for you.
  3. When you get a call summary or chat transcript (via email), you’ll see a link to "Refer a friend!" at the bottom. You can also find it in the dashboard at any time.
  4. Open this new page and copy the URL. This is the link to share when you’re referring people via email, SMS, social media, etc. Note that you'll also see your referral code on this page, and you can share that code, as well.
  5. When someone uses your referral link or code to sign up and pay, we’ll give them $100 off their first month and give you a cash bonus! It’s that simple! The more you refer, the more you earn.

Frequently asked questions (FAQ) about the Smith.ai Referral Program

Can I get cash rewards for referring Chat or Outreach Campaign clients?

No, the Smith.ai Referral Program only applies to Virtual Receptionist and Voice Assistant plans.

When do I get paid?

Cash payments are made in the 3rd month following the referred client's first payment, within 15 business days of that 3rd month, so long as they are still an active client.

How do I refer my network and friends to Smith.ai?

You can send anyone to Smith.ai using your referral link. You are welcome to publish the link publicly on your social media platforms or send it directly via email or text message. You don’t need to pre-qualify them for the service — just send them to us and we’ll work with them on the plan and add-ons they need. 

Not unless you change it or ask us to. Your link is specific to your Smith.ai account, not the person you refer, so you can use it as much as you’d like! 

No, there’s only one link (and code) per Smith.ai account. If you have multiple staff at your company, there is only one link for everyone to share; just let us know who made the referral and where to send the cash.

  • Facebook and LinkedIn networking groups, when other members ask about receptionist services
  • Twitter, Facebook, or LinkedIn feeds if you think your friends and followers may be interested
  • Resources like blogs, webinars, eBooks, and slide decks you have written on related topics
  • Sent directly via email/text message/social media direct message to industry friends and acquaintances who you think could benefit from Smith.ai’s services
  1. Log into the dashboard and go to Settings. (Or follow this link to go directly there: https://app.smith.ai/vr/settings/account)
  2. Scroll down to the “Refer and Earn Rewards” section.

You can also find your referral link at the bottom of your call summary emails or your chat transcript emails. If you click the link, you should see your referral code. 

If you don’t have a summary or transcript email yet, or you’re having trouble finding the link, you can contact our team at support@smith.ai and we’ll provide it to you.

You’re welcome to click the link and check it out for yourself, but your friends and peers will see a quick breakdown of our services. They will see a form on that page that looks similar to this (but with your code):

What benefits does my referral code provide to my friends?

Each person you refer will receive $100 off their first month of services (this can only be applied to the first month). They can use this $100 discount towards our virtual receptionist, as long as they are a first-time client.

No. You can continue to use the same referral link indefinitely. If it ever changes, you will be notified, and it will be updated on your call summary and chat transcript emails.

Is there a maximum number of people I can refer to Smith.ai?

Nope. You can refer 1, 10, or 100 people.

Do I have to refer to people in my industry? Is there anyone I can’t refer to Smith.ai?

Everyone is welcome! We believe that anyone can use Smith.ai’s services — you can refer your industry contacts, and also your friends, family, neighbors, and anyone else you know who may be interested.

I have referral account credit on the older referral program. Can I cash out my referral discount or transfer it to a friend’s account?

No. The monthly account credit cannot be converted to cash. You must use your referral credit for your own Smith.ai account, and cannot transfer it to another.

I have referral account credit on the older referral program. Does my monthly referral credit expire?

No. If you referred clients under the older referral program, you will continue to receive the monthly referral credit for as long as the person you referred is a client with Smith.ai.

No. You cannot refer yourself, a new location of your business, an employee, or another business you own.

The link sends people to a custom Smith.ai sign-up page that already has your code plugged in. We use your referral code in our systems to track and credit your referral. You are welcome to simply send people to the link, but if you’re mentioning Smith.ai verbally and sharing the link is cumbersome, feel free to share just the code with them instead.

Is there anyone who isn’t eligible for the Smith.ai Referral Program?

Partners who receive benefits in other forms are not eligible. See our terms of service for details.

How can I see how many people I’ve referred?

Contact us at support@smith.ai and we’ll provide a list of your current referrals.

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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