Virtual Receptionists
Integrations
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
How to Connect Daylite to Smith.ai
How to Connect HighLevel and Smith.ai
How to Connect Keap (formerly Infusionsoft) to Smith.ai
How to Connect ServiceTitan to Smith.ai
How to Connect Smith.ai to Clio Calendar
How to Connect Smith.ai to Harmonizely
How to Connect Smith.ai to Woven (and Google Calendar)
How to Connect Smith.ai to Your LawTap Account
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 Account to Smith.ai
How to Connect Your Clio Grow 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 Your iCloud (Apple) Calendar to Smith.ai
How to Connect Zoho to Smith.ai
How to Connect noCRM.io to Smith.ai
How to Send Calls from WhatConverts to Smith.ai
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
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
Route Smith.ai Call Summaries to a Slack Channel
Using Smith.ai with RealEFlow
Outbound Calling
Enabling your business' caller ID for Smith.ai-placed calls
Outbound Calling with Smith.ai: Getting Started
Requesting Outbound Call-Backs from Your Call Summary or Dashboard
Set your schedule and preferences for outbound calls
Appointments & Scheduling
Adding Video Meetings to your Appointments
Conference Bridge Calls with Smith.ai Operator
Connecting your Keap Calendar to Smith.ai
Custom Intake
How to Adjust Your Time Zone Settings in AppointmentCore
How to Connect Smith.ai and Square Appointments
How to Connect Smith.ai to Apptoto
How to Connect Smith.ai to Calendly (and Google Calendar)
How to Connect Smith.ai to HighLevel Calendar
How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings
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 Find Your Acuity Scheduling Public Calendar Links
How to Lock Your Time Zone in Calendly
How to lock your time zone in Acuity
How to set up OnceHub to book appointments in your time zone
Preventing Calendly from Auto-Filling
Scheduling Appointments with MyCase & Smith.ai
Smith.ai Operator - We'll Convene Your Conference Calls
Direct Transfers & Call Blocking
Adding Callers to Your Direct Transfer or Block List
Directly Transfer and Block Callers
Uploading a CSV file to direct transfer/block ("whitelist"/"blacklist") numbers utilizing your VR dashboard
Why can't I direct transfer or block this number?
Voicemail
Notifications
How to Receive Call Summary Notifications via Email, SMS, or Slack
Integrating Smith.ai with Your Slack Team
Admin Support
Availability and Work Schedule
How to Port Your Number from Ruby to Smith.ai
How to Text Smith.ai Support
Requesting an Outbound call in your Dashboard
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 Business information and Billing email
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 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 Vonage to Smith.ai
How to Forward Your Google Voice Number 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 Ooma to Smith.ai
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
Payment Collection
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
Call Summaries
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 get call summaries in Microsoft Teams
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 Connect Your Lawcus CRM Account to Smith.ai
How to Export Your Smith.ai Call Data via CSV
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
How to edit your Team Directory
How to have Smith.ai receptionists check for conflicts
How to restart SMS call notifications
Terms and Definitions
The Basics
Why Does Porting a Phone Number Take So Long?
Outreach Campaigns
Monitor the performance of your outreach call campaigns
Outbound Call Campaigns using local Caller ID
Chat
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?
Live Chat
Billing for Smith.ai Live Chat
How to Get Chat Notifications via Text Message
How to Use Smith.ai Live Chat
How to record your own greetings (or have someone do it for you)
Setting Up Receptionist Callback Requests in Live Chat
Setting up an Email to SMS Gateway with Smith.ai Live Chat
Smith.ai Chat for Facebook Messenger: The Basics
What's a "Relevant Chat?"
Integrations
Connect CASEpeer to Smith.ai Using Zapier
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
AI Chatbot
Creating linked playbooks
How to upgrade your Smith.ai Chatbot to unlimited Playbooks and Q&A
Smith.ai Chatbot: The Basics
What happens to my data when I remove chat add-ons?
Configuration & Setup
Add Legal Disclaimer to Your Chat Widget
Choose not to send transcripts to your chat visitors
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
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Connecting Facebook Messenger to Smith.ai Chat
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 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
How to test Chat Playbooks
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
What is Smith.ai Automated Chat Software?
[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology
Company
Developer/API Resources
Zapier
Best practices with Zapier
How to Connect Smith.ai to Zapier
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
API
General
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?
Smith.ai Partners
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- How to Set Up SIP Calling with Keypad for a Softphone or VOIP Desk Phone
How to Set Up SIP Calling with Keypad for a Softphone or VOIP Desk Phone
When we launched our new cloud phone system, Keypad, we received many requests from small business owners and operators who wanted to use Keypad with their existing VOIP desk phones and SIP softphones. (If you're never heard of SIP, it's a protocol — "session initiation protocol" to be exact — that enables you to turn an internet-connected device like a computer into a receiver for phone calls.)
Now, Keypad works with SIP, so you can make and receive calls using a VOIP desk phone, your computer (via a SIP softphone app), or both. This feature is available for $5 per SIP-enabled number.
Keep in mind that SIP is only for phone calls. For text messaging, voicemails, contact management, faxes, call recording, and other features of Keypad, you will still need to access the Keypad app through a web browser at https://app.smith.ai/keypad.
Read on for directions to set up SIP calling with Keypad.
How to set up Keypad SIP calling for a softphone
Before you begin, please note that there will be an immediate charge to your Keypad account of $5 for each SIP phone you add.
- Go to your Keypad Office Directory at https://app.smith.ai/keypad/directory.
- Click on the down arrow next to "Add destination number" and select "Add SIP phone."
- Choose a nickname and username (this is required for SIP authentication later), and the Keypad number that will display as your Caller ID.
- You will be asked to confirm payment of $5 for this new SIP phone. After you accept the charge, you will see details of your SIP phone, like this (the password has been hidden):
Note: You cannot change your SIP domain or password. Click "Save" to return to your Office Directory, where you will now see that your SIP phone has been added.
Repeat steps 1 through 4 to add more SIP phones as needed. - Download your preferred SIP softphone, like X-Lite (free, for any device), Telephone (free, but for Mac computers only) or Bria (a paid version with more features, for any device).
- If you're using Bria or X-Lite, open the softphone app, and enter your username (this may appear as "user ID"), domain, and password exactly as they appear in the Keypad Office Directory. Enter whatever you like for the display name. For the authorization name, enter your username or leave it blank. Save your account credentials.
- If you're using Telephone, open the Mac app, and click on "+" to add a new account. Enter your full name, domain, username, and password exactly as they appear in the Keypad Office Directory. The "description" is your username @ the domain (see screenshot below). Save your account credentials.
You can now make and receive calls on your computer or chosen device using your SIP softphone! Don't forget to add your new SIP phone to your call routing configuration.
How to set up Keypad SIP calling for a VOIP desk phone
Follow steps 1 through 4 above to add a new SIP number to your Keypad account.
The process for setting up Keypad with a VOIP desk phone differs based on the make and model of your phone.
Here are directions for the two most common VOIP desk phone models (a PDF will download when you click the link):
Please also see our general directions for setting up Keypad SIP calling with Polycom VOIP desk phones, which include screenshots.
Note: If you are waiting for new VOIP phones to arrive or for existing VOIP phones to be professionally reconfigured, you can use a free SIP softphone app like X-Lite in the meantime.
Questions?
We're here to help! Please contact us at keypad@smith.ai for assistance with SIP setup or configuration.