Virtual Receptionists

Integrations

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73 articles by 6 authors

Outbound Calling

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7 articles by 4 authors

Direct Transfers & Call Blocking

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2 articles by 2 authors

Voicemail

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4 articles by 2 authors

Notifications

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3 articles by 3 authors

Appointments & Scheduling

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32 articles by 6 authors

Admin Support

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11 articles by 4 authors

Call Routing & Transfers

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4 articles by 2 authors

Pricing & Billing

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5 articles by 3 authors

Spam & Robocalls

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1 article by 1 author

Number Forwarding & Porting

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54 articles by 6 authors

Payment Collection

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5 articles by 3 authors

Call Summaries

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12 articles by 5 authors

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…

Crystal Field
Updated 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 you can use in your Call Flow, depending on what you need. The fo…

Crystal Field
Updated by Crystal Field

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…

Justin Maxwell
Updated by Justin Maxwell

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…

Jessica Paxton
Updated by Jessica Paxton

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 s…

Crystal Field
Updated by Crystal Field

How to Connect CraftJack Leads to Smith.ai for Outbound Calls

This guide will walk you through how to connect CraftJack and Smith.ai via Zapier. In doing so, leads generated through your CraftJack account will receive a call back through Smith.ai's virtual receptionist services.

Jessica Paxton
Updated by Jessica Paxton

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…

Maddy Martin
Updated by Maddy Martin

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 “Cal…

Crystal Field
Updated by Crystal Field

How to Forward Calls From Ruby to Smith.ai

If you've ported your number from Ruby, but are still waiting for the port to process, Smith.ai can still answer your calls — simply forward your calls from Ruby to Smith.ai. Here's how to set up cal…

Updated

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…

Jessica Paxton
Updated by Jessica Paxton

How to Set Up Extended and Custom Extended Intake

Here is how to set up extended and custom extended intake with Smith.ai. New client intake allows us to gather important lead information on our client's behalf.

Tom Armitage
Updated by Tom Armitage

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.…

Luis Santiago
Updated by Luis Santiago

How to Use Smith.ai Tracking Numbers

We understand that integrating with your business’s software is essential, so we are happy to offer call tracking phone numbers.

Jessica Paxton
Updated by Jessica Paxton

How to View Follow-Up Messages in the Dashboard

You can view your follow-up communication messages in the Client Dashboard. You're able to see all the messages associated with your account and which messages have been sent on a call. First, we'll…

Jessica Paxton
Updated by Jessica Paxton

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.…

Crystal Field
Updated by Crystal Field

How to have Smith.ai receptionists check for conflicts

Note: The 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 reques…

Luis Santiago
Updated 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…

Crystal Field
Updated 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…

Luis Santiago
Updated by Luis Santiago

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…

Crystal Field
Updated 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…

Luis Santiago
Updated by Luis Santiago

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