Website Chat

41 articles

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

Live web chat is a fast and friendly way to address questions and capture new leads directly from your website. About Smith.ai's chatbot. Our live chat has a chatbot that assists agents in providing…

Updated 1 day ago by jamie.hance@smith.ai

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…

Updated 1 day ago by Maddy Martin

Why is my Chat widget displaying incorrectly?

Sometimes your chat widget may appear to display or render with problems. When this happens, it is usually the result of the parent website's CSS (style rules) impacting the widget's style rules. In…

Updated 6 days ago by Justin Maxwell

How to Connect Smith.ai Web Chat to Zapier

Zapier is a platform that connects software through a series of triggers and actions. Smith.ai Web Chat provides a Zapier action that can trigger many different events, based on your needs. Here's ho…

Updated 1 week ago by Kelsey Johnson

Installing Smith.ai Web Chat on a Webflow Website

Sign into Webflow and click on “Dashboard.” On the lower right side of your website, click the three dots. Choose Settings. Click on Custom Code. In a new tab, go to your Smith.ai Web Chat dashboard…

Updated 2 weeks ago by Kelsey Johnson

Installing Smith.ai Web Chat on a GoDaddy Website

To install the Smith.ai Chat widget on your GoDaddy site Option 1 (Recommended). Find a different web hosting provider or website builder. We recommend Weebly, Wix, Squarespace, or even Wordpress. Go…

Updated 2 weeks ago by Justin Maxwell

Setting Your Notification Preferences for Web 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 weeks ago by Justin Maxwell

Installing Smith.ai Web Chat on a Shopify Website

To install the Smith.ai Chat widget on your Shopify site Sign into your Shopify account. From the sidebar, navigate to Online Store -> Themes. Click on “Customize”. On the left menu of your editor, s…

Updated 1 month ago by Kelsey Johnson

Installing Smith.ai Web Chat on a Wix Website

To install the Smith.ai Chat widget on your Wix site Sign in to your Wix admin panel. In the sidebar, choose "Settings". Scroll down the side bar and select "Tracking & Analytics". Click "+ New Tool"…

Updated 1 month ago by Justin Maxwell

How to Connect Your Wealthbox Account to Smith.ai Web Chat

Sign in to your Smith.ai Web Chat account and navigate to Integrations. Click on Wealthbox under “All Integrations.”. Sign in to your Wealthbox account in a new tab. Click on the three vertical dots…

Updated 1 month ago by Kelsey Johnson

How to Connect Your Lawmatics Account to Smith.ai Web Chat

Connect Smith.ai Web Chat to Your Lawmatics Account. Sign into your Lawmatics account. In a new tab, sign in to your Smith.ai web chat account and navigate to Integrations. Click on Lawmatics under “…

Updated 1 month ago by Kelsey Johnson

How to Connect Your PracticePanther Account to Smith.ai Web Chat

Connect Smith.ai Web Chat to PracticePanther. Sign in to your Smith.ai web chat account and navigate to Integrations. Click on PracticePanther under “All Integrations.” Then click connect. You’ll nee…

Updated 2 months ago by Kelsey Johnson

Access Your Web Chat Widget Code for Installation

In your dashboard, click on the settings gear: Click on “Widget” next to “Account” and “Business Info”. Scroll down and click on “Install.”. Step 1 contains your widget code. Click “copy” to copy it…

Updated 2 months ago by Kelsey Johnson

Installing Smith.ai Web Chat on a Weebly Website

To install the Smith.ai Chat widget on your Weebly site Sign in to your Weebly admin panel. Click "Edit Site". Go to Settings. Go to the "SEO" tab. Paste your Smith.ai Chat widget code in the box lab…

Updated 2 months ago by Justin Maxwell

Add Legal Disclaimer to Web Chat

Smith.ai's Web Chat helps small business owners answer questions from website visitors. But businesses that deal with sensitive data, like law firms or financial companies, don't want clients or pote…

Updated 3 months ago by Kelsey Johnson

How to Change Live Chat "Trigger" Time

Automatically start conversations with your website visitors immediately or after 15 seconds, 30 seconds, 1 minute, etc. In your dashboard, click on the settings gear: Click on “Widget” next to “Acco…

Updated 3 months ago by Kelsey Johnson

How To Style Your Smith.ai Web Chat Widget

In your dashboard, click on the settings gear: Click on “Widget” next to “Account” and “Business Info”. Scroll down and click on “Style”. From there, you can update your widget’s color, logo, title,…

Updated 3 months ago by Kelsey Johnson

Installing Smith.ai Web 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…

Updated 3 months ago by Justin Maxwell

Installing Smith.ai Web Chat on a WordPress Website

To install the Smith.ai 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 pu…

Updated 3 months ago by Justin Maxwell

How to Connect Your HubSpot Account to Smith.ai Web 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 3 months ago by Maddy Martin

How to Connect Your Lexicata Account to Smith.ai Web 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 3 months ago by Maddy Martin

Excluding your 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 3 months ago by Justin Maxwell

How to Connect your Clio Account to Smith.ai Web 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 3 months ago by Maddy Martin

How to Connect Your Capsule CRM Account to Smith.ai Web 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 transcrip…

Updated 3 months ago by Maddy Martin

How to Connect your Lead Docket Account to Smith.ai Web 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 3 months ago by Kelsey Johnson

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 5 months ago by Maddy Martin