How to Connect Smith.ai to Woven (and Google Calendar)
Woven provides a free shared link that you can use to book new appointments on your Google Calendar. Here’s how to set up a scheduling link for Smith.ai virtual receptionists or web chat. Go to woven…
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…
Channel Partner Logo Guidelines and Usage for Smith.ai Chat
Only channel partners, resellers who install the Smith.ai chat widget on behalf of their clients, who have this permission enabled can use this feature. Custom branding is not available for Smith.ai…
How to Connect Smith.ai Chat to Law Ruler
Our Zapier integration helps business owners save time by automating processes that are typically done manually. This guide will walk you through how to connect Smith.ai Chat to Law Ruler via Zapier. In doing so, leads generated from Smith.ai Chat will pass into LawRuler.
Installing Smith.ai Chat on a Google Sites Website
Note: We recommend using a different website provider like Weebly, Wix, Squarespace, or WordPress. Google Sites is a good solution for simple website design, but they do not play nicely with chat wid…
How to Set Up Chat Call-Back Requests in Slack
You can now receive call requests from your website visitors in Slack. Here's how it works. A web visitor clicks on your Smith.ai Chat widget and starts a conversation. At any point during the chat,…
How to identify and track Smith.ai calls and chats in HubSpot
If you use Smith.ai with a HubSpot integration , you have new contacts being created in your HubSpot account from calls and/or chats answered by Smith.ai. Here’s how to identify which contacts were c…
How to Connect Smith.ai to Clio Calendar
There are a few ways to connect Smith.ai receptionists and chat with the Clio Calendar, depending on the way your business currently uses calendars. The most straightforward way is to create one or m…
How to Connect Your Lawmatics Account to Smith.ai Web Chat
Connect Smith.ai Chat to Your Lawmatics Account. Sign into your Lawmatics account. In a new tab, sign in to your Smith.ai Chat account and navigate to Integrations. Click on Lawmatics under “All Inte…
Using the Smith.ai Chat Playbook Funnel Performance Tracker
Your Smith.ai chat playbook works best when it's easy to use and helpful for your web visitors. The optimal playbook should capture every possible web lead for you! That’s why we built a tool to trac…
How to Export Your Smith.ai Chat Data via CSV
To analyze the leads captured by your Smith.ai Live Chat or AI-only Chatbot, you can download a CSV of your data from your account dashboard. Here’s how: Sign into your account. When you sign in, you…
How to Access & Use the Partners Portal
If you are interested in becoming a partner with Smith.ai, please go to smith.ai/partners to speak to our team. Once signed up you will receive your credentials to log into your Partner Portal at app…
Route Smith.ai Chat Transcripts to a Slack Channel
Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Smith.ai Chat and Slack via Zapier.
How to Connect noCRM.io to Smith.ai
You can have new leads from Smith.ai logged in your noCRM.io dashboard using Zapier. Here's how:. Sign in to Zapier and create a new Zap. Connect your Smith.ai or Smith.ai Chat account to Zapier via…
Setting up an Email to SMS Gateway with Smith.ai Live Chat
What is an Email-to-SMS Gateway? Our Email-to-SMS feature turns emails into text messages to your clients or leads. Using this feature, you can send texts to follow-up on form-fills, nurture leads, s…
