How Do I Disable My Daily Call Summary Emails?

Crystal Field Updated by Crystal Field

There is not a way to disable these emails. If you'd prefer not to receive them, you'll need to set up a filter in your email provider to automatically delete them. Here are the instructions for Outlook, Gmail, and Apple Mail.

For Outlook:

  1. Right-click a message in one of your email folders and select Rules.
  2. Select one of the options. Outlook automatically suggests creating a rule based on the sender and the recipients, but if those don't work for you, select Create Rule.
  1. In the Create Rule dialog box, select one or more of the first three checkboxes.
  2. Check the Move the item to folder box.
  1. To automatically delete the messages, choose the Deleted Items folder from the Select Folder dialog that pops up and then click OK.
  1. Click OK to save your rule.

For Gmail:

  1. In the search box at the top, click the down arrow
  1. Enter your search criteria.
  2. At the bottom of the search window, click Create filter. 
  1. To automatically delete the messages, check Delete it (or check Skip the inbox to archive them).
  2. Click Create.

Alternatively, you can create a filter from an existing email.
  1. Check the checkbox next to the email you want. 
  2. Click More
  3. Click Filter messages like these.
  4. Enter your filter criteria.
  5. Click Create filter.

For Apple Mail:

  1. Go to the Mail menu and select Preferences.
  2. In the Preferences window, choose Rules.
  3. Select Add Rule.
  4. In the Description text box, enter a name for the rule.
  5. Go to the If section. Select the drop down arrows and use the fields to set your criteria.

  1. Go to the Perform the following actions section and click the first drop-down arrow to see the available actions.
  2. To automatically delete the messages, choose Delete Message and hit OK.
  1. Click the Apply button. Keep in mind that this won’t work on archived emails.

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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