Call Summaries

​Guidelines to writing instructions for your virtual receptionists

Best practices and guidelines for intake questions.

Justin Maxwell
Updated by Justin Maxwell

How Do I Disable My Daily Call Summary Emails?

There is not a way to disable these emails. If you'd prefer not to receive them, you'll need to set up a filter in your email provider to automatically delete them. Here are the instructions for Outl…

Crystal Field
Updated by Crystal Field

How long does it take to receive my call summaries?

When we complete a call, we try to get the call summaries out to you as soon as possible — within just a few minutes from the end of the call. The time this takes depends on the quantity of informati…

Luis Santiago
Updated by Luis Santiago

How to See the Detailed Flow of Every Call

By following these instructions, you can see the steps that the virtual receptionist took during a call, following your specific call-handling instructions, in the Smith.ai dashboard.

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How to Update Your Daily Call Summary Destination(s)

Log into your Virtual Receptionists Dashboard.. Click on the settings icon (wheel/cog). Under the account tab, locate the notifications section. Then, click "Update notifications settings.". Update (…

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How to Update Your Instant Call Summary Destination(s)

Log into your Virtual Receptionists Dashboard.. Click on the Settings icon (wheel/cog). Under the account tab, locate the notifications section. Then, click "Update notifications settings.". Update (…

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How to get call summaries in Microsoft Teams

You can now receive Smith.ai call summaries directly in a Microsoft channel. You can dedicate a channel to receiving your call summaries with the following instructions: Create a Channel for your Smi…

Maddy Martin
Updated by Maddy Martin

Route Smith.ai Call Summaries to a Slack Channel

Smith.ai call summaries can go to a Slack channel. For example, you could have a channel called #messages, and receive all your Smith.ai call summaries like this: How to set this up:. If you're not t…

Luis Santiago
Updated by Luis Santiago

Smith.ai Call Summary and Email Destination Options

Daily summaries. At the end of each business day, Smith.ai will send you a summary of all your calls via email. These can go to a single person or multiple people. You can set this here. Instant call…

Justin Maxwell
Updated by Justin Maxwell

Understanding Your Daily Call Summary

Everyday at 6:30pm PST, we will email you a "Daily Call Summary." Contained in this email is every call we received for your business, including all sales, spam, & wrong number calls, for your refere…

Crystal Field
Updated by Crystal Field

Using Intake Forms with Your Smith.ai Service

Please note: Intake is not currently available with Essential plans. If you are seeking to have our agents fill out intake forms for your office, we have great news! Our team can certainly do this fo…

Crystal Field
Updated by Crystal Field

Why are my SMS call summaries incomplete?

Problem. Your call summaries appear cut off, incomplete, or out of order. Explanation. Each carrier (e.g., Verizon, AT&T) has its own way of handling SMS messages. Our system does not attempt to limi…

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