All Categories > Virtual Receptionists
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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 1 month ago by Justin Maxwell
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
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 8 months ago by Kelsey Johnson
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…
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 10 months ago by Crystal Field
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 11 months ago by Kelsey Johnson
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…
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 11 months ago by Crystal Field
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…
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 year ago by Justin Maxwell
"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…
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
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…
