Virtual Receptionists

141 articles

Best practices for Using CallRail with Smith.ai

CallRail's features and Call Flows make it simple to set up your account to forward your calls to Smith.ai. There are several options for steps that you can use in your Call Flow, depending on what y…

Updated 4 months ago by Crystal Field

How to have Smith.ai receptionists check for conflicts

Note: Conflict Checker is currently only available for Clio, Lawmatics, and Google Sheets. If you’d like us to build it for your CRM, please let us know (we are adding CRMs based on client requests).…

Updated 6 months ago by Kelsey Johnson

How to Export Your Smith.ai Call Data via CSV

If you want to analyze your calls answered by Smith.ai, you can download a CSV of your data from your account dashboard. Here’s how: Sign into your call dashboard. You should be directed to the “Hist…

Updated 6 months ago by Kelsey Johnson

Essential Plan: How to Update Your Account

You can make all updates to your Essential plan service and profile from within the account dashboard. Navigate to your profile here , and login. Click the gear icon in the bottom left to access your…

Updated 8 months ago by Crystal Field

The Basics

Are you new to virtual receptionist services? Here is a breakdown of our process and the capabilities that Smith.ai offers. We have two different plan types. Our Starter, Basic, and Pro plans are ful…

Updated 8 months ago by Justin Maxwell

24/7 Call Answering / Receptionists FAQ

Smith.ai receptionists now answer your calls 24/7! This is exciting news, but you may have some questions regarding midnight answering rules and forwarding your calls. We’ll address some FAQ here. Pl…

Updated 8 months ago by Kelsey Johnson

How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers

Note: Text & Email Follow-up is not available for Essential plans. Our receptionists can now send follow-up SMS text messages and emails to your callers while they’re on the phone, or immediately aft…

Updated 8 months ago by Kelsey Johnson

How to set up your Essential Plan

The following are the steps you will take to set up your Essential Call Answering Plan. First, you will provide us with your basic information. This includes your name, number, and how to pronounce y…

Updated 9 months ago by Crystal Field

How to restart SMS call notifications after opting out

Problem: If your feature of receiving call summaries via SMS/text message is not working, then you might have responded to a previous text message from Smith with Stop, StopAll, or Quit. This tells o…

Updated 9 months ago by Crystal Field

Terms and Definitions

This is a guide to our frequently-used and frequently-referenced terms in daily business, our terms of service, and our privacy policy. If there are any terms or concepts you encounter that are not d…

Updated 10 months ago by Justin Maxwell

Why Does Porting a Phone Number Take So Long?

"Delays in number porting cost consumers money and impede their ability to choose providers based solely on price, quality, and service.” - FCC We understand the frustrations involved with trying to…

Updated 11 months ago by Justin Maxwell

Can I change my Smith.ai phone number?

Can I change my Smith.ai phone number? Absolutely! We can usually change your phone number within one business day. All we require is the area code desired for the new number (toll-free or local, but…

Updated 2 years ago by Justin Maxwell

HIPAA Compliance

Many medical, dental, and wellness practices (e.g., chiropractors, masseuses, and therapists) use Smith.ai's Virtual Receptionists and Cloud Phone System for running a more efficient practice or busi…

Updated 2 years ago by Justin Maxwell

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