Accept or Reject Incoming Call Transfer Requests in a Slack Channel
Accept or reject incoming call transfer requests in Microsoft Teams
Booking Appointments for Clients and Using Clio
Connect CASEpeer to Smith.ai Using Zapier
How to Automatically Forward Third-Party Leads via Email to Smith.ai for Outbound Calls
How to Connect Angi (Formerly Angie's List) Leads to Smith.ai for Outbound Calls
How to Connect Daylite to Smith.ai
How to Connect HighLevel and Smith.ai
How to Connect HomeAdvisor Leads to Smith.ai for Outbound Calls
How to Connect Keap (formerly Infusionsoft) to Smith.ai
How to Connect LeadConnector and Smith.ai for Outreach Campaigns
How to Connect LiveCall to Smith.ai for Lead Follow-Up (Using Zapier)
How to Connect Ninja Forms to Smith.ai for Outbound Calling
How to Connect ServiceTitan to Smith.ai
How to Connect Smith.ai and Help Scout
How to Connect Smith.ai and SharpSpring
How to Connect Smith.ai to Clio Calendar
How to Connect Smith.ai to Harmonizely
How to Connect Smith.ai to Jane
How to Connect Smith.ai to Mindbody
How to Connect Smith.ai to Woven (and Google Calendar)
How to Connect Smith.ai to Your LawConnect (formally LawTap) Account
How to Connect Smith.ai to your PracticePanther Intake Forms
How to Connect Smokeball to Smith.ai
How to Connect Your ActiveCampaign Account to Smith.ai
How to Connect Your Agile CRM Account to Smith.ai
How to Connect Your Capsule CRM account to Smith.ai
How to Connect Your ClientRock Account to Smith.ai
How to Connect Your Clio Grow Account to Smith.ai
How to Connect Your Clio Manage Account to Smith.ai
How to Connect Your Housecall Pro Account to Smith.ai
How to Connect Your HubSpot Account to Smith.ai
How to Connect Your Lawmatics Account to Smith.ai
How to Connect Your Lawmatics Calendar to Smith.ai
How to Connect Your Lead Docket Account to Smith.ai
How to Connect Your Lexicata Account to Smith.ai
How to Connect Your MyCase Account to Smith.ai
How to Connect Your Pipedrive Account to Smith.ai
How to Connect Your PracticePanther Account to Smith.ai
How to Connect Your Redtail CRM Account to Smith.ai
How to Connect Your Rocket Matter Account to Smith.ai
How to Connect Your Salesforce Account to Smith.ai
How to Connect Your Wealthbox Account to Smith.ai
How to Connect Zoho CRM to Smith.ai
How to Connect noCRM.io to Smith.ai
How to Connect your Ninja Forms Intake Forms to Smith.ai
How to Forward Calls from Talkroute to Smith.ai
How to Pass Call Tracking Data from Smith.ai to CRM
How to Pass REI Software Form Fills into Smith.ai for Outbound Calls
How to Send Calls from WhatConverts to Smith.ai
How to connect Actionstep to Smith.ai using Zapier
How to connect your Filevine account to Smith.ai
How to connect your GlossGenius scheduling link to your Smith.ai account
How to connect your Law Ruler account to Smith.ai
How to identify and track Smith.ai calls and chats in HubSpot
How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling
How to use MyCase Intake Forms with Smith.ai
How to use Smith.ai with Dubsado
How to use Smith.ai with Lawcus intake forms
Integrations: CRM, Marketing Software, and Ticketing Programs
Requesting an integration
Using Smith.ai with RealEFlow
Enabling your business' caller ID for Smith.ai-placed calls
How To Trigger a Smith.ai Outbound Call Using PDFs with Docparser
How to Connect Thryv Leads to Smith.ai for Outbound Calling
Outbound Calling with Smith.ai: Getting Started
Requesting Outbound Call-Backs from Your Call Summary or Dashboard
Requesting an Outbound Call in the Dashboard
Set your schedule and preferences for outbound calls
Direct Transfers & Call Blocking
Adding Callers to Your Direct Transfer or Block List
Why can't I direct transfer or block this number?
How to Customize Your After-Hours Voicemail Greeting
How to Customize Your Spanish Voicemail Greeting
How to Update Your Voicemail Summary Destination(s)
How to record your own greetings (or have someone do it for you)
How to Receive Call Summary Notifications via Email, SMS, or Slack
Integrating Smith.ai with Your Slack Team
Appointments & Scheduling
Adding Video Meetings to your Appointments
Calendaring Program Integrations
Connecting your Keap Calendar to Smith.ai
How to Adjust Your Time Zone Settings in AppointmentCore
How to Connect Smith.ai and MassageBook
How to Connect Smith.ai and Square Appointments
How to Connect Smith.ai and Vagaro
How to Connect Smith.ai to Apptoto
How to Connect Smith.ai to Calendly (and Google Calendar)
How to Connect Smith.ai to Goldie
How to Connect Smith.ai to HighLevel Calendar
How to Connect Smith.ai to Motion
How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings
How to Connect Smith.ai to WellnessLiving
How to Connect Thryv to Smith.ai for Intake and Appointment Setting
How to Connect Timely to Smith.ai
How to Connect Your PracticePanther Calendar to Smith.ai
How to Connect Your ScheduleOnce Account to Smith.ai
How to Connect Your Schedulista Account to Smith.ai
How to Connect Your Setmore Account to Smith.ai
How to Connect Your WhenWorks Account to Smith.ai
How to Connect Your ZynCal Scheduling Assistant to Smith.ai
How to Connect Your iCloud (Apple) Calendar to Smith.ai
How to Find Your Acuity Scheduling Public Calendar Links
How to Lock Your Time Zone in Calendly
How to lock your time zone in Acuity/Squarespace
How to set up OnceHub to book appointments in your time zone
Preventing Calendly from Auto-Filling
Scheduling Appointments with MyCase & Smith.ai
Scheduling Appointments with SimplePractice & Smith.ai
Availability and Work Schedule
How to Change Your Smith.ai Referral Code
How to Text Smith.ai Support
How to provide existing client data to Smith.ai
How to provide lookup/reference data to Smith.ai
Opting In or Out of "Monthly Quota Reached" Alert
Recording & Converting/Preparing Audio for Pronunciation Ringtones
Requesting updates to instructions via the Dashboard
Using and Accessing the Smith.ai Call Dashboard
Why don't you have an online portal?
Call Routing & Transfers
Have All Your Calls Answered by Spanish-Speaking Bilingual Receptionists
How to Enable "Redirect" with SMS Commands
How to Receive Call Transfer Requests via Text Message (SMS)
How to Update Your Status via SMS (Text Message)
Pricing & Billing
How to Download an Invoice PDF
How to update billing details and business information
How to update your payment method or credit card for your Virtual Receptionist service
Where do I obtain Smith's W-9 information?
Why are add-ons "per-call?" Why should I pay for this on all calls?
Spam & Robocalls
Number Forwarding & Porting
Can I use my current business phone number with Smith.ai?
Enabling Caller ID for Google Voice
Enabling Caller ID for Vonage
Enabling Caller ID on Grasshopper
Enabling Caller ID on Mighty Call
Enabling the Caller ID in CallRail
How To Disable Call Screening on Grasshopper
How to Forward Calls From Your Mobile Phone
How to Forward Calls from 8x8 to Smith.ai
How to Forward Calls from Aircall
How to Forward Calls from Bandwidth to Smith.ai
How to Forward Calls from Dialpad to Smith.ai
How to Forward Calls from FreedomVoice
How to Forward Calls from Grasshopper to Smith.ai
How to Forward Calls from Law Ruler to Smith.ai
How to Forward Calls from Net2Phone to Smith.ai
How to Forward Calls from Phone.com to Smith.ai
How to Forward Calls from RingCentral to Smith.ai
How to Forward Calls from ServiceTitan to Smith.ai
How to Forward Calls from Vonage to Smith.ai
How to Forward Calls from Zoho Voice to Smith.ai
How to Forward Your Calls From Marchex to Smith.ai
How to Forward Your Google Voice Number to Smith.ai
How to Port Your Number from Ruby to Smith.ai
How to disable Call Screening for Xfinity
How to enable Caller ID for eVoice
How to forward calls from 3CX to Smith.ai
How to forward calls from 800.com to Smith.ai
How to forward calls from Comcast to Smith.ai
How to forward calls from Cox Business to Smith.ai
How to forward calls from GoToConnect to Smith.ai
How to forward calls from Intermedia to Smith.ai
How to forward calls from Microsoft Teams to Smith.ai
How to forward calls from Monster VoIP to Smith.ai
How to forward calls from Nextiva to Smith.ai
How to forward calls from Spectrum to Smith.ai
How to forward calls from Twilio to Smith.ai
How to forward calls from Unitel to Smith.ai
How to forward calls from Verizon Business to Smith.ai
How to forward calls from Windstream to Smith.ai
How to forward calls from Xfinity to Smith.ai
How to forward calls from eVoice to Smith.ai
How to forward your calls from CallRail to Smith.ai
How to forward your calls from Line2 to Smith
How to forward your calls from Voip.ms to Smith.ai
How to forward your calls from Zoom to Smith.ai
How to turn off Call Screening in Vonage
How to turn off the "On Play Announcement" in RingCentral
How to turn off the Verification Prompt in Dialpad
How to turn on Caller ID in Dialpad
How to turn on Caller ID in Ring Central
Porting Your Number to Smith.ai
Why We Need Caller ID
How to Use CPACharge with Smith.ai Receptionists
How to Use Headnote to Collect Payments with Smith.ai
How to Use LawPay to Collect Payments with Smith.ai
How to use Authorize.net to store credit card information
Payment Software Integrations
Guidelines to writing instructions for your virtual receptionists
How Do I Disable My Daily Call Summary Emails?
How long does it take to receive my call summaries?
How to See the Detailed Flow of Every Call
How to Update Your Daily Call Summary Destination(s)
How to Update Your Instant Call Summary Destination(s)
How to get call summaries in Microsoft Teams
Route Smith.ai Call Summaries to a Slack Channel
Smith.ai Call Summary and Email Destination Options
Understanding Your Daily Call Summary
Using Intake Forms with Your Smith.ai Service
Why are my SMS call summaries incomplete?
24/7 Call Answering / Receptionists FAQ
Best practices for Using CallRail with Smith.ai
Call Recording & Transcription with Smith.ai
Essential Plan: How to Update Your Account
How to CC or BCC Follow-Up Emails to Yourself
How to Connect CraftJack Leads to Smith.ai for Outbound Calls
How to Connect Your Lawcus CRM Account to Smith.ai
How to Export Your Smith.ai Call Data via CSV
How to Forward Calls From Ruby to Smith.ai
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
How to Use Smith.ai Tracking Numbers
How to View Follow-Up Messages in the Dashboard
How to edit your Team Directory
How to have Smith.ai receptionists check for conflicts
How to restart SMS call notifications
Terms and Definitions
Why Does Porting a Phone Number Take So Long?
Formatting Recipient Data for Upload to Outreach Campaign
Generate an Outreach Campaigns Plan API Key
How to Automatically Add Facebook Ad Leads to Outreach Campaigns
How to Automatically Add Leads from LinkedIn Lead Gen Forms to Outreach Campaigns
How to Connect ActiveCampaign and Smith.ai for Outreach Campaigns Using Zapier
How to Connect ClickFunnels Classic and Smith.ai for Outreach Campaigns
How to Connect Contact Form 7 and Smith.ai for Outreach Campaigns
How to Connect CraftJack Leads to Smith.ai for Outreach Campaigns
How to Connect Follow Up Boss Leads to Smith.ai Outreach Campaigns
How to Connect HighLevel to Smith.ai for Outreach Campaigns
How to Connect HomeAdvisor Leads to Smith.ai Outreach Campaigns
How to Connect Marketo to Smith.ai Outreach Campaigns
How to Connect Nutshell CRM and Smith.ai for Outreach Campaigns
How to Connect Salesforce Marketing Cloud Account Engagement (Pardot) to Smith.ai Outreach Campaigns
How to Connect Unbounce and Smith.ai for Outreach Campaigns
How to Create a Web Form with Zapier and Connect it to Smith.ai
How to Get the ID of a Smith.ai Outreach Campaign
How to turn on instant call summary destinations for Outreach Campaign calls
Monitor the performance of your outreach call campaigns
Outreach Campaigns using local Caller ID
Passing additional data through your Outreach Campaign
Installation & Web Host Options
Excluding your chat widget on certain pages of your website
How to Install your Chat Widget
Installing Smith.ai Chat (editing your own HTML)
Installing Smith.ai Chat on a GoDaddy Website
Installing Smith.ai Chat on a Google Sites Website
Installing Smith.ai Web Chat on a Lawlytics Website
Installing Smith.ai Web Chat on a Shopify Website
Installing Smith.ai Web Chat on a Squarespace Website
Installing Smith.ai Web Chat on a Webflow Website
Installing Smith.ai Web Chat on a Weebly Website
Installing Smith.ai Web Chat on a Wix Website
Installing Smith.ai Web Chat on a WordPress Website
Setting your chat widget on specific pages of your website
Why is my Chat widget displaying incorrectly?
Billing for Smith.ai Live Chat
How to Get Chat Notifications via Text Message
How to Use Smith.ai Live Chat
Request a Virtual Receptionist Call Request From Chat Transcript
Setting Up Receptionist Callback Requests in Live Chat
Setting up an Email to SMS Gateway with Smith.ai Live Chat
What's a "Relevant Chat?"
How to Connect Smith.ai Chat to Law Ruler
How to Connect Your ActiveCampaign Account to Smith.ai Chat
How to Connect Your Capsule CRM Account to Smith.ai Chat
How to Connect Your Clio Grow Account to Smith.ai Chat
How to Connect Your HubSpot Account to Smith.ai Chat
How to Connect Your Lawmatics Account to Smith.ai Web Chat
How to Connect Your Lexicata Account to Smith.ai Chat
How to Connect Your PracticePanther Account to Smith.ai Chat
How to Connect Your Wealthbox Account to Smith.ai Chat
How to Connect your Clio Account to Smith.ai Chat
How to Connect your Lead Docket Account to Smith.ai Chat
How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager
How to Set Up Chat Call-Back Requests in Slack
How to have Smith.ai answer SMS/text messages to your business
Route Smith.ai Chat Transcripts to a Slack Channel
Configuration & Setup
Add Legal Disclaimer to Your Chat Widget
Choose not to send transcripts to your chat visitors
Creating linked playbooks
Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging
How To Style Your Smith.ai Chat Widget
How to Change Live Chat Trigger Time
How to Set Up Smith.ai Chat Custom Intake Fields
How to Update Your Credit Card Information on the Chat Dashboard
Opting out of non-relevant transcript emails
Require a phone number to initiate Smith.ai chats
Set Custom Hours for Smith.ai Chat
Setting Your Notification Preferences for Web Chat
Adding your business information to your chat account
How to Export Your Smith.ai Chat Data via CSV
How to Review Chat History in Your Dashboard
How to Set Up and Use Playbooks for Smith.ai Chat
How to Test Chat Playbooks
How to Train Your Smith.ai Chatbot From Your Dashboard
How to Update Your Contact Information on Your Smith.ai Chat Dashboard
How to sign up for Chat through your Dashboard
SMS Text Answering as a Service: The Basics
Send Smith.ai Chat Callback Requests to Slack
Using the Smith.ai Chat Playbook Funnel Performance Tracker
[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
How to Access & Use the Partners Portal
How to Access Invoices and Historical Billing in the Partner Portal
How to Change your Payment Method or Credit Card in the Partner Portal
How to Download Call and Chat Data From the Partner Portal
How to Pause & Resume an Account in the Partner Portal
How to Sign Up for Smith.ai Partner Payouts
The Smith.ai Partners Portal 1.0
Best Practices with Zapier
Can Smith.ai's Support Team help me set up my Zapier integration?
How much does a Zapier integration cost?
How to Automatically Add HubSpot Contacts to Outreach Campaigns
How to Connect Smith.ai Chat to Zapier
How to Connect Smith.ai's Virtual Receptionist Service to Zapier
How to Locate Your Zapier Webhooks URL
Initiate a Smith.ai Outreach Campaign Call with Zapier
Initiate an Outbound Call from Smith.ai when a New WPForm is Submitted using Zapier
Initiate an Outbound Virtual Receptionist call from Smith.ai when a New HubSpot Form is Submitted via Zapier
Which platforms does Zapier integrate with?
Converting/Preparing Audio for Voicemail & Greetings
Federal Holidays Observed by Smith.ai
How to convert Scientific Notation in a .CSV file
How to port your number from Vonage
Porting a number: Sideline
SMS/Text Notification for missed call transfers
Smith.ai Money-Back Guarantee FAQ
What is the Smith.ai Referral Program?
Updated by Kelsey Johnson
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 a $25/month in account credit for every paying client you refer. That’s $25 taken off your Smith.ai bill, every month, for as long as they remain a client! Every new referral adds another $25/month discount.
And there’s no limit. We even have clients like attorney Sonia Lakhany who pay $0/month for our services.
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:
- Your friends get $100 off their first month of service when they sign up through the link or use the code
- You automatically get a $25 recurring credit applied to your next monthly bill once each friend signs up for a paid plan.
We’ve eliminated the guesswork, and like most things at Smith.ai, improved an existing system with superior technology and smart workflows.
You can refer friends in your professional networks — on Facebook, Slack, Twitter, email, SMS, anywhere — using the link we created for you. And have the peace of mind we’ll credit you, every time.
Where can you find your referral link and code?
In every call summary and chat transcript sent via email, you’ll see your referral link. Click on that link to open your personalized referral page, and you’ll see your code displayed right there.
Simply copy the link (or code), and send it to anyone you wish to refer, share it in your peer groups, and save it as a quick reply in your favorite snippet app, like TextExpander.
Can’t find your referral link or code?
If you need help finding your link or code, please email firstname.lastname@example.org for assistance.
How the Smith.ai Referral Program works:
- You sign up for a Smith.ai plan.
- While you’re going through our onboarding process to get your account set up, we’ll create a referral link for you.
- When you get a call summary or chat transcript (via email), you’ll see a link to "Refer a friend!" at the bottom:
- 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.
- When someone uses your referral link or code to sign up and pay, we’ll automatically give them $100 off their first bill and credit you for the referral, removing $25 from your monthly bill. It’s that simple! The more you refer, the more you earn.
A few things to keep in mind:
- After the person you referred signs up and pays for their first month, you’ll get $25 off your Smith.ai service each month going forward, as long as they remain a paying client.
- The $25 credit is for every paying referral. That means, if you refer 3 clients, you get $75 off your bill each month, down to a $0 balance.
- There’s no limit to how many people you can refer, but we will not give any additional credit in cash value if you reach the limit of your plan (however, you could always add more services or add-on features to capitalize on credits that would otherwise go unused).
- The referral credits are indefinite. For the entire time your referral remains a client of Smith.ai, you will receive the $25 credit (which is connected to them) on your bill.
Frequently asked questions (FAQ) about the Smith.ai Referral Program
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.
Will my link change?
No. 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! We don't expect to modify our clients' referral links once they have been created, but if we do ever change your link, we will notify you immediately.
If I have multiple people on my Smith.ai account, will I get more than one link?
No, there’s just 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. We don’t provide separate referral links for each of your staff members, so we can ensure all credits roll up on your single monthly bill.
Where should I share my referral link?
- Facebook and LinkedIn networking groups, when other members ask about receptionist or chat 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
How do I get my referral code and link?
You can 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. Here's an example:
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 email@example.com and we’ll provide it to you.
What does someone see when they click on my referral link?
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, and then be sent to choose either a virtual receptionist or chat plan to get started. They will see a form on that page that looks similar to this (but with your code):
What are the benefits of referring clients to Smith.ai?
Each paying client you refer results in a $25 monthly account credit for Smith.ai virtual receptionist or chat services. You can use this credit towards your existing bill or choose to sign up for new services. The discount is automatically applied — just sit back and watch your monthly costs go down.
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 or chat services, as long as they are a first-time client.
When do I get my referral credit?
After your referral has made their first payment after the trial period, you will receive the $25/month referral credit starting on your next bill.
Does my monthly referral credit expire?
No. You will continue to receive the $25/month referral credit for as long as the person you referred is a client with Smith.ai.
Does my referral link expire?
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, 100, or 1,000 people. However, there is no cash value for the credit you receive for referrals and it doesn’t accrue or roll over month-to-month. Once you have referred enough people to achieve a $0/month cost for your own services, there is no additional financial benefit to you, unless you add on more services or features. However, the people you refer will each still receive $100 off their first month of service, so that benefit remains.
Do I have to refer to people in my same 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.
Can I cash out my referral discount or transfer it to a friend’s account?
No. The $25/month discount cannot be converted to cash. You must use your referral credit for your own Smith.ai account, and cannot transfer it to another.
Can I use my referral link for another of my businesses or locations?
No. You cannot refer yourself, a new location of your business, an employee, or another business you own.
What’s the difference between my referral link and code?
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 or illogical, feel free to share just the code with them instead.
Is there anyone who isn’t automatically signed up for the Smith.ai Referral Program?
Partners who receive benefits in other forms are not eligible unless they have specifically opted out of monthly referral credits, which is only an option for referral partners who have an active, paid Smith.ai account in place for their own business (i.e., such partners are both partners and clients of Smith.ai). See our terms of service for details.
How can I see how many people I’ve referred?
Contact us at firstname.lastname@example.org and we’ll provide a current list of your referrals.
Questions? Contact us!
If you're already a Smith.ai client and need help, please email us at email@example.com 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 firstname.lastname@example.org. We'll help you select the best plan to match your business’s growth goals and budget.