Chat

Installation & Web Host Options

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16 articles by 3 authors

Live Chat

For information and instructions on using Smith.ai Live Chat.

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7 articles by 2 authors

Integrations

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15 articles by 2 authors

Configuration & Setup

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12 articles by 2 authors

Adding your business information to your chat account

Follow these steps to edit or add your business information on your Chat Dashboard: Go to the Settings cog on the bottom left of your Dashboard.. Click on Business Info.. Click on Business Details..…

Crystal Field
Updated by Crystal Field

How to Export Your Smith.ai Chat Data via CSV

To analyze the leads captured by your Smith.ai Live Chat or AI-only Chatbot, you can download a CSV of your data from your account dashboard. Here’s how: Sign into your account. When you sign in, you…

Crystal Field
Updated by Crystal Field

How to Review Chat History in Your Dashboard

Want to check your chats, relevant chats, and leads in your chat dashboard? You can do this and more on the History page of your Chat Dashboard. Log in to your dashboard at app.smith.ai/chat. When yo…

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How to Set Up Q&A

This article only pertains to customers on Smith.ai’s newest Web Chat (signed up in 2024.). Chatbots have become increasingly popular in recent years to help businesses automate their customer servic…

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How to Set Up and Use Playbooks for Smith.ai Chat

Live Chat is a fast and friendly way to address questions and capture new leads directly from your website. About Smith.ai's chatbot. Smith.ai Live Chat includes an AI chatbot that assists agents in…

Crystal Field
Updated by Crystal Field

How to Test your Chat, Q&A, and Playbooks

You are able to test your chat widget, including Playbooks and Q&A Responses. To do this, log in to your chat dashboard at app.smith.ai/chat. Click on the Bot button on the left.. Click the "Test you…

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How to Update Your Contact Information on Your Smith.ai Chat Dashboard

Need to update your contact details for your chat account? No problem! Simply log in to your dashboard and access your user settings by clicking the small circle icon in the lower-left corner. Click…

Luis Santiago
Updated by Luis Santiago

How to add Q&A to your Smith.ai Chat

Login to your chat dashboard and navigate to your Knowledge Base. Click on “Q&A” to add frequently asked questions and their answers to your Knowledge Base.. Click “+New Q&A.” This menu also allows y…

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How to sign up for Chat

Getting started with Smith.ai chat is easy. The following step shows how to sign up and start your chat account. Go to the Chat pricing page to view available options. Find the plan that fits your ne…

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Send Smith.ai Chat Callback Requests to Slack

Your chatbot can now send callback requests to your team’s Slack channel. This feature currently works with Live Chat and Chatbot plans. Note: This feature allows people interacting with chat on your…

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Using the Smith.ai Chat Playbook Funnel Performance Tracker

Your Smith.ai chat playbook works best when it's easy to use and helpful for your web visitors. The optimal playbook should capture every possible web lead for you! That’s why we built a tool to trac…

Crystal Field
Updated by Crystal Field

[LIVE DEMO] Smith.ai Chat: A Look Inside Our Chat Technology

In this live demo of Smith.ai Chat, you will get to see the main features of the Smith.ai Chat system in detail, so you know exactly what to expect before you sign up or partner with us.. Don't want…

Maddy Martin
Updated by Maddy Martin

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