Kelsey Johnson

Many small and medium-sized businesses follow-up with leads and clients using emails with low open and response rates. Now, with Smith.ai’s Email-to-SMS feature, you can send texts and we'll respond when people text back. Read on to learn more.

You can now connect your Clio calendar to Smith.ai, and our receptionists will book appointments for your new leads, current clients, and anyone else when they call or chat in.

Smith.ai receptionists and web chat agents can now securely book appointments on your Google Calendar using Woven, an intelligent scheduling app. Set up this integration and use it to improve your workflow efficiency.

Smith.ai receptionists for phone calls and live chat can now book appointments for you on your iCloud Calendar — the calendar that comes native with iPhones, iPads, and Mac computers. Skip the back-and-forth email follow up when you sync your Smith.ai account with your iCloud Calendar, using Calendly as a free go-between.

ZynCal by ZynBit is an intelligent calendar that simplifies scheduling appointments and back-and-forth emails. Integrate ZynCal with Smith.ai to have new lead consultations and current client appointments booked directly from receptionists calls and live chats.

We are proud to announce that we now have a web-based dashboard where our clients can access information about their receptionist service. Clients can use the new dashboard to easily calculate leads, see outbound calls, get historical call data, and access service preferences, all from one place.

Zapier is a platform that connects your favorite apps and software so you can automate your workflows. Now you can connect your Smith.ai Web Chat to Zapier, opening up a world of options for integrating with your favorite apps.

Wealthbox is a simple and collaborative web-based CRM for financial planners and wealth advisors. Connect your Wealthbox account to Smith.ai Web Chat to automatically get web visitor contact info and chat transcripts in your Wealthbox account.

Web visitors commonly try to use the live chat widget on lawyers' websites to get free legal advice. Smith.ai Live Chat offers a "legal disclaimer" option and live, expert receptionists to turn questioners and tire kickers into qualified leads. Learn how Live Chat can maintain clear ethical boundaries and control of the conversation.

Connect these platforms to have all your chat contact info and transcripts automatically logged in your PracticePanther account as new leads. Improve intake and reduce repetitive tasks by implementing this no-brainer integration.