Virtual Receptionists

155 articles

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…

Updated 1 week ago by Crystal Field

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 1 month 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 1 month ago by Luis Santiago

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 1 month ago by Crystal Field

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 1 month ago by Luis Santiago

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 1 month ago by Luis Santiago

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…

Updated 2 months ago by Crystal Field

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 2 months ago by Crystal Field

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…

Updated 2 months ago by Maddy Martin

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