Virtual Receptionists

169 articles

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 Jessica Paxton

How to Access and Use the Smith.ai Call Dashboard

Where is the dashboard and how do I access it? Please head on over to https://app.smith.ai/vr/ If you have a chat account, please login using that account. If you do not have a chat account, please c…

Updated 1 month 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. Click here to learn more about our 14-day money-back guarantee. Smith.ai’s…

Updated 1 month ago by Crystal Field

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…

Updated 1 month ago by Jessica Paxton

Call Recording & Transcription with Smith.ai

This feature is free during the beta period. We intend to start charging for it on July 1, 2022. (You won't automatically be charged for it or anything sneaky. We'll ask you how you would like to pro…

Updated 1 month ago by Justin Maxwell

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.…

Updated 1 month ago by Crystal Field

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 3 months ago by Crystal Field

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 5 months 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 6 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 Luis Santiago

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 6 months 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 6 months 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 7 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 7 months ago by Maddy Martin

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