Call Summaries

8 articles

​Guidelines to writing instructions for your virtual receptionists

Best practices and guidelines for intake questions.

Updated 2 years ago by Justin Maxwell

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. Smith.ai's daily summaries can go to a single address only. Typically, this is the acco…

Updated 1 month ago by Luis Santiago

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…

Updated 1 month ago by Luis Santiago

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…

Updated 1 month ago 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…

Updated 1 month ago by Crystal Field

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…

Updated 1 month ago by Crystal Field

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…

Updated 1 month ago 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…

Updated 1 month ago

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