Smith.ai Partners

How to Access & Use the Partners Portal

If you are interested in becoming a partner with Smith.ai, please go to smith.ai/partners to speak to our team. Once signed up you will receive your credentials to log into your Partner Portal at app…

Luis Santiago
Updated 3 months ago by Luis Santiago

How to Access Invoices and Historical Billing in the Partner Portal

If billing is managed by individual accounts, you will not see invoices in this section. Billing in the Partner Portal is for wholesale partners only. Log into your Smith.ai partner portal. Click the…

Jessica Paxton
Updated 3 months ago by Jessica Paxton

How to Change your Payment Method or Credit Card in the Partner Portal

Manage the payment method that your business uses in the Smith.ai partner portal. If you are looking to update payment methods on individual accounts, view this article.. Log into your Smith.ai partn…

Jessica Paxton
Updated 3 months ago by Jessica Paxton

How to Download Call and Chat Data From the Partner Portal

Follow these instructions to download call and chat data for all your subaccounts. Log into the Smith.ai Partner Portal.. Scroll down (past the list of your accounts) to the download section.. Determ…

Jessica Paxton
Updated 3 months ago by Jessica Paxton

How to Pause & Resume an Account in the Partner Portal

Only reseller and wholesale partners who manage payments on behalf of their accounts have the ability to pause accounts. Referral partners that pass through billing will not be able to pause accounts…

Jessica Paxton
Updated 3 months ago by Jessica Paxton

The Smith.ai Partners Portal 1.0

In order to properly serve agencies and other companies partnering with Smith.ai, we have developed an easy-to-use online portal that collects information from all their managed accounts in one inter…

Luis Santiago
Updated 3 months ago by Luis Santiago

Contact