Blog: Customized Solutions

Announcing the Smith.ai Zap on Zapier!

Announcing the Smith.ai Zap on Zapier!

Zapier rhymes with "happier" — and that's exactly what you'll be when you use Smith.ai's new Zap to automate data capture, workflows, alerts, and tasks.

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New Feature: Outbound Receptionist Calls from Your Business Phone Number

New Feature: Outbound Receptionist Calls from Your Business Phone Number

Smith.ai receptionists have made outbound calls for our clients from the start, but until recently, when we made those calls, your Smith.ai number appeared on caller ID. Now, you can opt to have your main business number appear on caller ID when we make outbound calls on your behalf. Learn more about this new feature from Smith.ai.

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Receive Smith.ai Call Transfer Requests via Text Message (SMS)

Receive Smith.ai Call Transfer Requests via Text Message (SMS)

Would you prefer to get a call transfer request through a text message instead of a phone call? Smith.ai's receptionists can now alert you via SMS when you receive a call that meets your transfer criteria. Simply reply "Y" to accept or "N" to reject the transfer. Learn how to enable this new feature.

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Smith.ai Cofounder Justin Maxwell Featured on Lawyerist Podcast

Smith.ai Cofounder Justin Maxwell Featured on Lawyerist Podcast

Tune in to hear Smith.ai cofounder and chief design officer Justin Maxwell speak with Sam Glover and Aaron Street, hosts of the mega-popular Lawyerist podcast. Did you know Smith.ai's receptionists can instantly call back your web form leads? Learn more about that and other ways we bring efficiency to solo and small law firms in this episode, which aired today.

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Smith.ai Now Integrates with HubSpot Inbound Marketing & Sales Software

Smith.ai Now Integrates with HubSpot Inbound Marketing & Sales Software

Your Smith.ai receptionists can interact with your HubSpot account in many ways, including looking up contacts, adding new contacts, updating existing contacts, and adding "call" events with summary notes.

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How to Integrate Smith.ai with Filevine

How to Integrate Smith.ai with Filevine

Do you use or are you considering using Filevine case management software? Explore the core features of Filevine and see how your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice.

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How to Use Virtual Receptionists to Handle Overflow Calls

How to Use Virtual Receptionists to Handle Overflow Calls

Smith.ai gives business owners many options when it comes to managing their calls. If you’re not sure you need full-time live answering services where we handle all calls, we can customize a plan to fit your needs! Learn how Smith.ai gives you the option of handling your overflow calls, only.

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Smith.ai Now Integrates with Housecall Pro Business Management Software

Smith.ai Now Integrates with Housecall Pro Business Management Software

Not only does Smith.ai now integrate with Housecall Pro, but Smith.ai clients also get a special discount on Housecall Pro plans!

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Smith.ai Now Integrates with YouCanBook.me

Smith.ai Now Integrates with YouCanBook.me

YouCanBook.me is online scheduling software that allows your clients to book appointments with you and integrates with your existing Google or Microsoft calendars. Smith.ai now integrates with YouCanBook.me, so our receptionists can book appointments for your callers. Callers will see their appointment with you on their calendar, and you'll see their appointment on yours. Here's how to get set up!

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Smith.ai Now Integrates with Appointy Online Scheduling Software

Smith.ai Now Integrates with Appointy Online Scheduling Software

Do you use Appointy to schedule and track your appointments online? Your Smith.ai receptionists can now book appointments directly on your Appointy calendar.

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How to Automate Tasks with Smith.ai Virtual Receptionists

How to Automate Tasks with Smith.ai Virtual Receptionists

Check this out: You can auto-forward emails to Smith.ai, and set rules for us to follow when we receive them. For example, we can follow-up instantly with everyone who completes a "contact us" form on your website. This is just one of the many ways you can automate one-off or routine tasks with Smith.ai. In this article, we dive into a few common automation scenarios that leverage our virtual receptionists to bring further efficiency to your business.

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How to Connect Smith.ai to Calendly (and Google Calendar)

How to Connect Smith.ai to Calendly (and Google Calendar)

Your Smith.ai receptionists can book and modify appointments for you on Calendly. This is also the solution for booking appointments on your Google Calendar.

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Smith.ai Now Integrates with PracticePanther

Smith.ai Now Integrates with PracticePanther

For lawyers and law firms using PracticePanther as their law practice management software, you'll be happy to know Smith.ai now syncs with your contacts, calendar, and intake forms. Read on to learn how to connect your PracticePanther account to Smith.ai.

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Smith.ai Now Integrates with Capsule CRM

Smith.ai Now Integrates with Capsule CRM

We're always busy getting more integrations set up for our Smith.ai clients! Today, we're pleased to announce that we now integrate with Capsule CRM, a popular contact and sales management program.

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Receive Smith.ai Call Summaries in Slack

Receive Smith.ai Call Summaries in Slack

Do you use Slack to communicate in your office? If so, you're likely always logged in to Slack on one or more of your devices through your browser or one of their desktop or mobile apps. In this "always on" scenario, you might actually prefer to receive your call summaries directly to Slack instead of via email or SMS. Good news: Smith.ai supports this!

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Receive Smith.ai Call Transfer Requests in Slack

Receive Smith.ai Call Transfer Requests in Slack

We're excited to announce that Smith.ai now integrates with Slack, a widely used, cross-device messaging and collaboration tool. Your Smith.ai receptionists can now send incoming call transfer requests to a designated Slack channel, so no matter which device you're using (computer, tablet, or phone), you never miss an opportunity to take a call.

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Smith.ai Now Integrates with Setmore Appointment Scheduling

Smith.ai Now Integrates with Setmore Appointment Scheduling

At Smith.ai, we're constantly working to optimize the experience for you and your clients. One of the ways we do that is by integrating with all the most popular calendar software programs, so your calendar updates in real-time as soon as we book your appointments. Today, we're pleased to announce that we now integrate with Setmore, a popular appointment scheduling program.

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How to Find Your Acuity Scheduling Public Calendar Links

How to Find Your Acuity Scheduling Public Calendar Links

We’re here to help you throughout your journey of growing your clientele and organizing your day. To keep your calendar organized, our virtual receptionists will need access to any scheduling applications you’re currently using. If you use Acuity Scheduling to manage your client appointments, we’ll need your calendar direct links to start booking appointments on your behalf. Here are a few tips for navigating your Acuity Scheduling dashboard and finding your calendar direct links.

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Smith.ai Now Integrates with Clio Law Firm Management Software

Smith.ai Now Integrates with Clio Law Firm Management Software

We at Smith.ai recognize how valuable time is to your legal practice, which is why we’re always looking for ways to save you minutes. Our new integration with Clio allows us to add and update client information in real-time so you're always in sync.

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Lexicata’s Client Intake Now Integrates with Smith

Lexicata’s Client Intake Now Integrates with Smith

Smith.ai is dedicated to continuously improving our features and services to better suit the needs of the businesses and professionals we work with everyday. From live transfer options to integrationdswith customer relationship management programs, we are always seeking out new and better ways to provide creative solutions to help you grow your business. We are excited to announce that we are now integrated with Lexicata Inbox.

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