Chat
Installation & Web Host Options
Live Chat
For information and instructions on using Smith.ai Live Chat.
Integrations
AI Chatbot
For information and directions on using Smith.ai's Chatbot.
Configuration & Setup
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. Then edit or add your Business…
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Only channel partners, resellers who install the Smith.ai chat widget on behalf of their clients, who have this permission enabled can use this feature. Custom branding is not available for Smith.ai…
Connecting Facebook Messenger to Smith.ai Chat
You can now connect your business Facebook page to Smith.ai Live Chat and our agents will answer all messages sent to your business via Facebook Messenger. Note: this is just for your Business page.…
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…
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…
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…
How to Train Your Smith.ai Chatbot From Your Dashboard
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 on “+New Q&A.” This menu also allows…
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…
How to sign up for Chat through your Dashboard
If you have an active Smith.ai virtual receptionist account, you can also sign up for a chat account. The following step shows how you can sign up, and start your chat account right off your Dashboar…
How to test Chat Playbooks
You are able to test your chat widget, including new playbooks and Q&A Responses. To do this, login to your chat dashboard at app.smith.ai/chat. Click on the Bot button on the left. Click the "Test y…
SMS Text Answering as a Service: The Basics
Smith.ai now offers text answering as a service. Our Live Chat agents work in tandem with AI bots to answer questions, screen leads, and schedule appointments for your business all day, every day. Wh…
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…
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…
What is Smith.ai Automated Chat Software?
The same live chat software our agents use is available to you for free! Unlimited chats, customized solutions, and affordable a la carte add-on pricing.
[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…
