Configuration & Setup

Add Legal Disclaimer to Your Chat Widget

Smith.ai's Web Chat provides answers to small business website visitors. But businesses that deal with sensitive data, like law firms or financial companies, don't want clients or potential clients t…

Kelsey Johnson
Updated 3 years ago by Kelsey Johnson

Choose not to send transcripts to your chat visitors

By default, we email chat transcripts both to you and to the web visitor who had the conversation. If you don't want to send transcripts to your web visitors for any reason, you can disable this in y…

Kelsey Johnson
Updated 2 years ago by Kelsey Johnson

Customize Your Chat Widget Greeting, Disclaimer, and Availability Messaging

In your dashboard, click on the settings gear: Click on “Widget” next to “Account” and “Business Info”. Your away message will send if your visitor doesn’t see a response within two minutes. This is…

Kelsey Johnson
Updated 2 years ago by Kelsey Johnson

How To Style Your Smith.ai Chat Widget

How to style your 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 style your widg…

Kelsey Johnson
Updated 2 years 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. You can set the trigger time on this feature in the following steps: Existing…

Kelsey Johnson
Updated 2 years ago by Kelsey Johnson

How to Set Up Smith.ai Chat Custom Intake Fields

Smith.ai Chat includes the following intake fields: First name. Last name. Email. Alt email. Phone. Alt phone. Company. Address. City. State. Zipcode. Country. Website. Our agents collect and confirm…

Crystal Field
Updated 11 months ago by Crystal Field

How to Update Your Credit Card Information on the Chat Dashboard

Chat plans are billed monthly via credit card. You can change the credit card used for billing at anytime. To update your credit card information in Chat: Go to " Account & Settings ". Under "Payment…

Crystal Field
Updated 11 months ago by Crystal Field

Opting out of non-relevant transcript emails

We understand you have a finite amount of time to check emails each day. As Smith is already screening for relevant versus non-relevant chats, it would be nice to be able to opt-out of non-relevant c…

Crystal Field
Updated 9 months ago by Crystal Field

Require a phone number to initiate Smith.ai chats

In addition to requiring a name and email to initiate chat, you have the option to request a phone number too. You could use this number to call someone who left a chat early, or reduce the amount of…

Kelsey Johnson
Updated 2 years ago by Kelsey Johnson

Set Custom Hours for Smith.ai Chat

Does your staff answer website chats live using Intercom, Zendesk Chat, HubSpot, or another tool, but only during normal business hours? You can add Smith.ai Live Chat for coverage on the nights and…

Kelsey Johnson
Updated 2 years ago by Kelsey Johnson

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.".

Crystal Field
Updated 11 months ago by Crystal Field

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