Using the Outreach Campaigns Call Request API
In the latest version of Smith.ai's Outreach Campaigns Request API, you can request an Outreach Campaigns call on-demand. Here are a few examples of what can prompt our agents to make a call: When a…
Using the Outbound Call Request API
In the latest version of Smith.ai's Outbound Call Request API, you can create an outbound call request on-demand.
How to Forward Calls From Your Mobile Phone
Follow these steps to set up call forwarding on your Mobile line. Verizon: Go to m.vzw.com/callforwarding and sign in to your My Verizon account. Or if you’re already signed in, look for the device y…
How to connect your Filevine account to Smith.ai
Steps to integrate Filevine and Smith.ai. Enable Smith.ai to add calls to a specific Filevine project. Smith.ai call details and summaries will appear in that project's activity feed.
Smith.ai Money-Back Guarantee FAQ
What is the money-back guarantee? At Smith.ai we want our receptionists and chat services to provide real value for your business and truly take work off your plate. And we want you to be able to ful…
How to Connect Housecall Pro to Smith.ai
How the Housecall Pro + Smith.ai integration works. With this integration, after every call, your Virtual Receptionists will: Create a new customer if one does not exist. Add the call details, and su…
How to Connect Actionstep to Smith.ai
This guide will walk you through how to connect Actionstep and Smith.ai. When you connect Smith.ai with Actionstep, all calls handled by Smith.ai's Virtual Receptionists will now appear in your Actionstep account.
Billing for Smith.ai Live Chat
Smith.ai Live Chat is charged monthly at the beginning of each billing cycle (starting at sign-up). We have four pricing models: Starter: $140/mo Includes 20 relevant chats. Additional chats are char…
What's a "Relevant Chat?"
With Smith.ai Live Chat, you are only billed for “relevant” chats. The short version is this: Relevant conversations are chats related to the communication with customers, new and existing, and busin…
How to Connect HighLevel to Smith.ai for Outbound Calls
Before you get started: We have numerous ways to connect to HighLevel. If you want to pass Smith.ai call summaries into HighLevel, use our native integration. If you want Smith.ai virtual receptionis…
Outbound API Fields
The following information provides the field scripts needed for your Outbound Call feature. To do this you will need your API key as requested in Outbound Calling with Smith.ai: Getting Started. Plea…
How to Connect Smith.ai to Jane
Your Smith.ai receptionists can book appointments for you on Jane. We can book appointments on your calendar within a single Smith.ai account. For example, if you'd like your receptionists to book ap…
How to Connect HighLevel to Smith.ai for Outreach Campaigns
This guide will walk you through how to connect HighLevel to Smith.ai to trigger Outreach Campaigns. In doing so, leads generated through your HighLevel account can be sent directly to Smith.ai's Outreach Campaigns team for outbound sales engagement.
How to Connect Assembly Neos to Smith.ai
How the Assembly Neos + Smith.ai integration works. When you connect Smith.ai with Neos , all calls handled by Smith.ai’s receptionists will appear in your Neos case management platform. With this in…
Where do I obtain Smith's W-9 information?
Smith.ai is incorporated as a C-Corp in the state of Delaware and does not need a 1099 from you. However, if you determine that you need a W-9 from Smith.ai, you can find it linked below: Download th…
