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

Sign in to your Smith.ai Live Chat account and navigate to Integrations. Click on Lead Docket. You will be notified of the integration cost ($.50 per chat, starting at $2.50/mo). Ask your Lead Docket…

Updated 55 minutes ago by Kelsey Johnson

Excluding your Live Chat widget on certain pages of your website

Problem. You've installed the Smith.ai Chat widget on your website, but you don't want it to appear on specific pages. For example, certain areas of your website may drive an abnormal amount of bad l…

Updated 1 day ago by Justin Maxwell

How to Connect your Clio Account to Smith.ai Live Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts from…

Updated 1 month ago by Maddy Martin

How to Connect Your Lexicata Account to Smith.ai Live Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts from…

Updated 1 month ago by Maddy Martin

How to Connect Your HubSpot Account to Smith.ai Live Chat

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our HubSpot integration, we can immediately pass contact information and transcripts f…

Updated 1 month ago by Maddy Martin

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

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls . Now, with our Capsule CRM integration, we can immediately pass contact information and transcri…

Updated 1 month ago by Maddy Martin

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

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio Grow integration, we can immediately pass contact information and transcripts…

Updated 1 month ago by Maddy Martin

Installing Smith.ai Live Chat on a WordPress Website

To install the Live Chat widget on your WordPress site. Sign in to WordPress. Sign in to your wordpress admin panel (usually a url that ends in /wp-admin/ on your website) Find the location to put it…

Updated 1 month ago by Justin Maxwell

Installing Smith.ai Live Chat on a Wix Website

To install the Live Chat widget on your Wix site. Sign in to your. Wix admin panel. Under Site Actions, choose "Edit Site" Go to "Settings" in the top nav and select "Tracking & Analytics" Click "+ N…

Updated 3 months ago by Justin Maxwell

Installing Smith.ai Live Chat on a Squarespace Website

Log in to your Squarespace website. Choose "Settings", then "Advanced", then "Code Injection" Log in to Smith.ai, in another tab or window, and navigate to Widget > Install. Click "Copy" in the box c…

Updated 3 months ago by Justin Maxwell

Setting your notification preferences for Live Chat

Go to your. Account Settings. Click/tap. Update notification settings. Update the address to where you would like notification emails and chat transcripts sent and click/tap "Save."

Updated 4 months ago by Justin Maxwell