Integrations: CRM, Marketing Software, and Ticketing Programs

Accept or Reject Incoming Call Transfer Requests in a Slack Channel

Accept or reject incoming call transfer requests in Microsoft Teams

Booking Appointments for Clients and Using Clio

Connect CASEpeer to Smith.ai Using Zapier

Connect Freshsales to Smith.ai Using Make

How to Automatically Forward Third-Party Leads via Email to Smith.ai for Outbound Calls

How to Connect Actionstep to Smith.ai

How to Connect Angi (Formerly Angie's List) Leads to Smith.ai for Outbound Calls (using Zapier)

How to Connect Assembly Neos to Smith.ai

How to Connect Daylite to Smith.ai

How to Connect HighLevel and Smith.ai

How to Connect HighLevel to Smith.ai for Outbound Calls

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

How to Connect Housecall Pro to Smith.ai

How to Connect Housecall Pro to Smith.ai for Appointment Booking

How to Connect Jobber Request Forms to Smith.ai

How to Connect Keap (formerly Infusionsoft) to Smith.ai

How to Connect LeadConnector and Smith.ai for Outreach Campaigns

How to Connect LiveCall to Smith.ai for Lead Follow-Up (Using Zapier)

How to Connect Ninja Forms to Smith.ai for Outbound Calling

How to Connect ServiceTitan to Smith.ai

How to Connect Smith.ai and AccuLynx

How to Connect Smith.ai and Act! using Zapier

How to Connect Smith.ai and Airtable using Make

How to Connect Smith.ai and Airtable using Zapier

How to Connect Smith.ai and Close CRM using Make

How to Connect Smith.ai and GorillaDesk using Zapier

How to Connect Smith.ai and Help Scout

How to Connect Smith.ai and Jobber using Zapier

How to Connect Smith.ai and Mailchimp

How to Connect Smith.ai and SharpSpring

How to Connect Smith.ai and noCRM using Make

How to Connect Smith.ai to Clio Calendar

How to Connect Smith.ai to Harmonizely

How to Connect Smith.ai to Jane

How to Connect Smith.ai to Mindbody

How to Connect Smith.ai to Woven (and Google Calendar)

How to Connect Smith.ai to Your LawConnect (formally LawTap) Account

How to Connect Smith.ai to your PracticePanther Intake Forms

How to Connect Smokeball to Smith.ai

How to Connect Your ActiveCampaign Account to Smith.ai

How to Connect Your Agile CRM Account to Smith.ai

How to Connect Your Capsule CRM account to Smith.ai

How to Connect Your ClientRock Account to Smith.ai

How to Connect Your Clio Grow Account to Smith.ai

How to Connect Your Clio Manage Account to Smith.ai

How to Connect Your HubSpot Account to Smith.ai

How to Connect Your Lawmatics Account to Smith.ai

How to Connect Your Lawmatics Calendar to Smith.ai

How to Connect Your Lead Docket Account to Smith.ai

How to Connect Your Lexicata Account to Smith.ai

How to Connect Your MyCase Account to Smith.ai

How to Connect Your Pipedrive Account to Smith.ai

How to Connect Your PracticePanther Account to Smith.ai

How to Connect Your Redtail CRM Account to Smith.ai

How to Connect Your Rocket Matter Account to Smith.ai

How to Connect Your Salesforce Account to Smith.ai

How to Connect Your Wealthbox Account to Smith.ai

How to Connect Zoho CRM to Smith.ai

How to Connect noCRM.io to Smith.ai

How to Connect your Ninja Forms Intake Forms to Smith.ai

How to Forward Calls from Talkroute to Smith.ai

How to Pass Call Tracking Data from Smith.ai to CRM

How to Pass REI Software Form Fills into Smith.ai for Outbound Calls

How to Send Calls from WhatConverts to Smith.ai

How to connect your Filevine account to Smith.ai

How to connect your GlossGenius scheduling link to your Smith.ai account

How to connect your Law Ruler account to Smith.ai

How to identify and track Smith.ai calls and chats in HubSpot

How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling

How to use MyCase Intake Forms with Smith.ai

How to use Smith.ai with Dubsado

How to use Smith.ai with Lawcus intake forms

Requesting an integration

Using Smith.ai with RealEFlow

Enabling your business' caller ID for Smith.ai-placed calls

How To Trigger a Smith.ai Outbound Call Using PDFs with Docparser

How to Connect Thryv Leads to Smith.ai for Outbound Calling

Outbound Calling with Smith.ai: Getting Started

Requesting Outbound Call-Backs from Your Call Summary or Dashboard

Requesting an Outbound Call in the Dashboard

Set your schedule and preferences for outbound calls

Adding Callers to Your Direct Transfer or Block List

Why can't I direct transfer or block this number?

How to Customize Your After-Hours Voicemail Greeting

How to Customize Your Spanish Voicemail Greeting

How to Update Your Voicemail Summary Destination(s)

How to record your own greetings (or have someone do it for you)

How to Receive Call Summary Notifications via Email, SMS, or Slack

Integrating Smith.ai with Your Slack Team

What's the difference between post-call follow-up and transfer notifications?

Adding Video Meetings to your Appointments

Calendaring Program Integrations

Connecting your Keap Calendar to Smith.ai

How to Adjust Your Time Zone Settings in AppointmentCore

How to Connect Jobber to Smith.ai Appointment Setting

How to Connect Smith.ai and MassageBook

How to Connect Smith.ai and Square Appointments

How to Connect Smith.ai to Apptoto

How to Connect Smith.ai to Calendly

How to Connect Smith.ai to Goldie

How to Connect Smith.ai to Google Calendar

How to Connect Smith.ai to HighLevel Calendar

How to Connect Smith.ai to Motion

How to Connect Smith.ai to Office 365 or Outlook with Microsoft Bookings

How to Connect Smith.ai to WellnessLiving

How to Connect Thryv to Smith.ai for Intake and Appointment Setting

How to Connect Timely to Smith.ai

How to Connect Your PracticePanther Calendar to Smith.ai

How to Connect Your ScheduleOnce Account to Smith.ai

How to Connect Your Schedulista Account to Smith.ai

How to Connect Your Setmore Account to Smith.ai

How to Connect Your WhenWorks Account to Smith.ai

How to Connect Your ZynCal Scheduling Assistant to Smith.ai

How to Connect Your iCloud (Apple) Calendar to Smith.ai

How to Find Your Acuity Scheduling Public Calendar Links

How to Lock Your Time Zone in Calendly

How to lock your time zone in Acuity/Squarespace

How to set up OnceHub to book appointments in your time zone

Preventing Calendly from Auto-Filling

Scheduling Appointments with MyCase & Smith.ai

Availability and Work Schedule

How to Change Your Smith.ai Referral Code

How to Text Smith.ai Support

How to ensure specific clients always reach a Spanish-speaking receptionist

How to provide existing client data to Smith.ai

How to provide lookup/reference data to Smith.ai

How to view your open tickets with Smith.ai

Opting In and Out of Monthly Quota Notifications

Recording & Converting/Preparing Audio for Pronunciation Ringtones

Requesting updates to your instructions

Using and Accessing the Smith.ai Call Dashboard

Why don't you have an online portal?

Have All Your Calls Answered by Spanish-Speaking Bilingual Receptionists

How to Enable "Redirect" with SMS Commands

How to Receive Call Transfer Requests via Text Message (SMS)

How to Update Your Status via SMS (Text Message)

How to Download an Invoice PDF

How to update billing details and business information

How to update your payment method or credit card for your Virtual Receptionist service

Where do I obtain Smith's W-9 information?

Why are add-ons "per-call?" Why should I pay for this on all calls?

Spoofed Phone Numbers

Can I use my current business phone number with Smith.ai?

Enabling Caller ID for Google Voice

Enabling Caller ID for Vonage

Enabling Caller ID on Grasshopper

Enabling Caller ID on Mighty Call

Enabling the Caller ID in CallRail

How To Disable Call Screening on Grasshopper

How to Forward Calls From Your Mobile Phone

How to Forward Calls from 8x8 to Smith.ai

How to Forward Calls from Aircall

How to Forward Calls from Bandwidth to Smith.ai

How to Forward Calls from Dialpad to Smith.ai

How to Forward Calls from FreedomVoice

How to Forward Calls from Grasshopper to Smith.ai

How to Forward Calls from Law Ruler to Smith.ai

How to Forward Calls from Net2Phone to Smith.ai

How to Forward Calls from Phone.com to Smith.ai

How to Forward Calls from RingCentral to Smith.ai

How to Forward Calls from ServiceTitan to Smith.ai

How to Forward Calls from Vonage to Smith.ai

How to Forward Calls from Zoho Voice to Smith.ai

How to Forward Your Calls From Marchex to Smith.ai

How to Forward Your Google Voice Number to Smith.ai

How to Port Your Number from Ruby to Smith.ai

How to disable "Require me to press a key to accept a call" in eVoice

How to disable Call Screening for Xfinity

How to enable Caller ID for eVoice

How to forward calls from 3CX to Smith.ai

How to forward calls from 800.com to Smith.ai

How to forward calls from Comcast to Smith.ai

How to forward calls from Cox Business to Smith.ai

How to forward calls from GoToConnect to Smith.ai

How to forward calls from Intermedia to Smith.ai

How to forward calls from Microsoft Teams to Smith.ai

How to forward calls from Monster VoIP to Smith.ai

How to forward calls from Nextiva to Smith.ai

How to forward calls from Spectrum to Smith.ai

How to forward calls from Twilio to Smith.ai

How to forward calls from Unitel to Smith.ai

How to forward calls from Verizon Business to Smith.ai

How to forward calls from Windstream to Smith.ai

How to forward calls from Xfinity to Smith.ai

How to forward calls from eVoice to Smith.ai

How to forward your calls from CallRail to Smith.ai

How to forward your calls from Line2 to Smith

How to forward your calls from Voip.ms to Smith.ai

How to forward your calls from Zoom to Smith.ai

How to turn off Call Screening in Vonage

How to turn off the "On Play Announcement" in RingCentral

How to turn off the Verification Prompt in Dialpad

How to turn on Caller ID in Dialpad

How to turn on Caller ID in Ring Central

Porting Your Number to Smith.ai

Why We Need Caller ID

How to Use CPACharge with Smith.ai Receptionists

How to Use Headnote to Collect Payments with Smith.ai

How to Use LawPay to Collect Payments with Smith.ai

How to use Authorize.net to store credit card information

Payment Software Integrations

Guidelines to writing instructions for your virtual receptionists

How Do I Disable My Daily Call Summary Emails?

How long does it take to receive my call summaries?

How to See the Detailed Flow of Every Call

How to Update Your Daily Call Summary Destination(s)

How to Update Your Instant Call Summary Destination(s)

How to get call summaries in Microsoft Teams

Route Smith.ai Call Summaries to a Slack Channel

Smith.ai Call Summary and Email Destination Options

Understanding Your Daily Call Summary

Using Intake Forms with Your Smith.ai Service

Why are my SMS call summaries incomplete?

Can I change the URL of the stand-alone chat widget?

Excluding your chat widget on certain pages of your website

How to Install your Chat Widget

How to Locate the URL of a Link-Based Chat Widget

Installing Smith.ai Chat (editing your own HTML)

Installing Smith.ai Chat on a GoDaddy Website

Installing Smith.ai Chat on a Google Sites Website

Installing Smith.ai Web Chat on a Lawlytics Website

Installing Smith.ai Web Chat on a Shopify Website

Installing Smith.ai Web Chat on a Squarespace Website

Installing Smith.ai Web Chat on a Webflow Website

Installing Smith.ai Web Chat on a Weebly Website

Installing Smith.ai Web Chat on a Wix Website

Installing Smith.ai Web Chat on a WordPress Website

Setting your chat widget on specific pages of your website

Why is my Chat widget displaying incorrectly?

Billing for Smith.ai Live Chat

How to Get Chat Notifications via Text Message

How to Use Smith.ai Live Chat

Request a Virtual Receptionist Call Request From Chat Transcript

Setting Up Receptionist Callback Requests in Live Chat

Setting up an Email to SMS Gateway with Smith.ai Live Chat

What's a "Relevant Chat?"

How to Connect Smith.ai Chat to Law Ruler

How to Connect Your ActiveCampaign Account to Smith.ai Chat

How to Connect Your Capsule CRM Account to Smith.ai Chat

How to Connect Your Clio Grow Account to Smith.ai Chat

How to Connect Your HubSpot Account to Smith.ai Chat

How to Connect Your Lawmatics Account to Smith.ai Web Chat

How to Connect Your Lexicata Account to Smith.ai Chat

How to Connect Your PracticePanther Account to Smith.ai Chat

How to Connect Your Wealthbox Account to Smith.ai Chat

How to Connect your Clio Account to Smith.ai Chat

How to Connect your Lead Docket Account to Smith.ai Chat

How to Integrate Smith.ai Chat with Google Analytics/Google Ads using Google Tag Manager

How to Set Up Chat Call-Back Requests in Slack

How to connect Smith.ai Chat and Mailchimp

Route Smith.ai Chat Transcripts to a Slack Channel

Add Legal Disclaimer to Your Chat Widget

Choose not to send transcripts to your chat visitors

Creating linked playbooks

Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging

How To Style Your Smith.ai Chat Widget

How to Change Live Chat Trigger Time

How to Set Up Smith.ai Chat Custom Intake Fields

How to Update Your Credit Card Information on the Chat Dashboard

Opting out of non-relevant transcript emails

Require a phone number to initiate Smith.ai chats

Set Custom Hours for Smith.ai Chat

Setting Your Notification Preferences for Web Chat