Virtual Receptionists
Integrations
Outbound Calling
Appointments & Scheduling
Direct Transfers & Call Blocking
Voicemail
Notifications
Admin Support
Call Routing & Transfers
Pricing & Billing
Spam & Robocalls
Number Forwarding & Porting
Payment Collection
Call Summaries
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…
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…
Call Recording & Transcription with Smith.ai
While Smith.ai summarizes calls to do most of the work for you, sometimes you want the details. For those scenarios, Smith.ai offers call recording, transcription, and search of your call transcripts…
Essential Plan: How to Update Your Account
The Essential plan is no longer available. Explore our Virtual Receptionist and Outreach Campaign plans! You can make all updates to your Essential plan service and profile from within the account da…
How to CC or BCC Follow-Up Emails to Yourself
How to CC or BCC follow-up emails to yourself The following steps will show you how to set your account to CC or BCC follow-up emails from the dashboard. Navigate to your Dashboard's call handling se…
How to Connect Your Lawcus CRM Account to Smith.ai
How the Smith.ai + Lawcus CRM integration works. With this integration, after every call, Smith.ai can now: Add calls in the Inbox, under Interactions. Add call details and receptionists' summaries t…
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 in to your call dashboard. You should be directed to the “His…
How to Have Smith.ai Receptionists Send Follow-up Texts and/or Emails to Your Callers
Our receptionists can send follow-up SMS (text messages) and emails to your callers while they’re on the phone, or immediately afterward. You could have us send intake forms for qualified leads, addi…
How to Use Smith.ai Receptionists for Lead Qualification & Client Intake
Are you getting the most out of your Smith.ai service? Our virtual receptionists are capable of so much more than answering and transferring your calls, taking messages, and scheduling appointments.…
How to View Follow-Up Messages in the Dashboard
You can check which follow-up message has been sent on a call in the call details section. From the dashboard , click on a call to open the details, and the follow-up section will show the follow-up…
How to edit your Team Directory
You can now add, remove, and edit your Smith account's Team Directory. The following steps outline where you can access this feature. Log into your VR Dashboard and go to your Call Handling section.…
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).…
How to restart SMS call notifications
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…
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…
The Basics
Are you new to virtual receptionist services? Here is a breakdown of our process and the capabilities that Smith.ai offers. Click here to learn more about our 14-day money-back guarantee. Smith.ai’s…
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…
