Admin Support

Availability and Work Schedule

Set Your Availability and Work Schedule in Your Dashboard. In your dashboard , you can set your business time zone, set standard work hours and days of the week, and tell us the holidays where you an…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

How to Change Your Smith.ai Referral Code

When you sign up for Smith.ai, you're automatically enrolled in the Smith.ai referral program. We create a referral code so that you can share the benefits of our services with your friends, peers, a…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

How to Text Smith.ai Support

What do you do if you need to email Smith.ai at support@smith.ai , but your cell phone can't or won't access data or LTE? Fortunately, cell phones allow users some unexpected resources in the palms o…

Luis Santiago
Updated 2 months ago by Luis Santiago

How to provide existing client data to Smith.ai

Improve your client experience by providing Smith.ai agents with your existing client information. When you supply your existing client data, Smith.ai agents won't need to collect basic contact information from the caller.

Jessica Paxton
Updated 2 months ago by Jessica Paxton

How to provide lookup/reference data to Smith.ai

This is an add-on feature for Smith.ai core services and may require additional per-call charges, depending on your plan. Smith.ai can use a tabular data source to make decisions and guide your calle…

Justin Maxwell
Updated 2 months ago by Justin Maxwell

Opting In or Out of "Monthly Quota Reached" Alert

When you sign up for Smith.ai, you purchase a number of calls per month. Any overages are billed at the end of the month. If you'd like to receive updates when your monthly quota is reached, simply t…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

Recording & Converting/Preparing Audio for Pronunciation Ringtones

When our receptionists get a call, their phone rings just like yours. But technology is awesome! Rather than having a boring old ringtone, we're changing the ringtones to be your business pronunciati…

Jessica Paxton
Updated 1 month ago by Jessica Paxton

Requesting updates to instructions via the Dashboard

You can now submit a form for updates to your account instructions via the Smith Dashboard, so your request is categorized properly and responded to in a timely manner.. Log into your Dashboard. Go t…

Jessica Paxton
Updated 2 months ago by Jessica Paxton

Using and Accessing the Smith.ai Call Dashboard

The dashboard provides you with an overview of your call history, with visualized call intelligence (Business Intelligence / BI) metrics so you can see call volumes, call makeup, and other valuable information.

Crystal Field
Updated 2 months ago by Crystal Field

Why don't you have an online portal?

Do we have an online portal? We do now! And it's rich with business intelligence! Go check it out here: Using and Accessing the Smith.ai Call Dashboard Questions? Contact us! If you're already a Smit…

Crystal Field
Updated 2 months ago by Crystal Field

Contact