Accept or reject incoming call transfer requests in Microsoft Teams
Connect your Smith.ai account to Microsoft Teams. Create a channel for your team to receive Smith.ai incoming call notifications and name it something like "notify_channel". Navigate to the channel a…
Accept or Reject Incoming Call Transfer Requests in a Slack Channel
Connect your Smith.ai account to Slack. Create a channel for your team to receive Smith.ai incoming call notifications, e.g., #smithai-notifications. Invite your team members (Sales, Support, etc.) t…
Using and Accessing the Smith.ai Call Dashboard
The dashboard provides you with an overview of your call history, with visualized call intelligence (Business Intelligence / BI) metrics so you can see call volumes, call makeup, and other valuable information.
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…
How to Access Invoices and Historical Billing in the Partner Portal
If billing is managed by individual accounts, you will not see invoices in this section. Billing in the Partner Portal is for wholesale partners only. Log into your Smith.ai partner portal. Click the…
How to Connect Your Lawmatics Account to Smith.ai
When you integrate your Lawmatics account with your Smith.ai receptionists, after each call, we can: Create new records. Look up and add information to existing contact records (using a phone number…
How to Connect Your Lexicata Account to Smith.ai
If you’re an attorney or Law Firm already using Lexicata, this integration allows you to directly pipe the information from the calls our receptionists take into your Lexicata account. Existing custo…
How to Connect Your Setmore Account to Smith.ai
How to Integrate Your Setmore account with Smith.ai. Log in to your Setmore account and click on "Apps & Integrations.". Click "Configure.". Find the booking page for your business in the right panel…
How to Connect Your ScheduleOnce Account to Smith.ai
Your Smith.ai receptionists can book appointments directly into your calendars on the ScheduleOnce online scheduling platform. How to connect your ScheduleOnce account to Smith.ai : Retrieve your pub…
How to Connect Your Schedulista Account to Smith.ai
Smith.ai supports scheduling through your Schedulista account, so our receptionists can book appointments for your callers. Here's how to set this up. How to connect your Schedulista account to Smith…
How to Connect Your HubSpot Account to Smith.ai
Thanks to HubSpot's open API, Smith.ai receptionists can make data management and client follow-up even easier for you with streamlined workflows between your callers and your HubSpot account. How th…
How to Connect Your Pipedrive Account to Smith.ai
When your Pipedrive account is connected to Smith.ai, after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phone, an…
How to Connect Your Wealthbox Account to Smith.ai
Connecting your Wealthbox account with Smith.ai means that after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phon…
How to Connect Your Salesforce Account to Smith.ai
Salesforce is a popular CRM that allows businesses to manage their sales, marketing, and customer support efforts in the cloud. You can connect your Salesforce and Smith.ai accounts so your records a…
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…
