Blog: Integrations

We’re excited to announce that we now integrate with Microsoft Teams (aka Teams), a messaging and communication tool in the Microsoft 365 suite. Smith.ai can now send transfer requests directly to a Teams channel, so you can choose to take calls from the platform you’re already using at work.

Smith.ai receptionists can now check for conflicts of interest for your law firm during calls with new potential clients. It is increasingly common for law firms of all sizes to perform conflict checks digitally, but why do the work yourself when you can have your receptionist take care of it for you?

Live Chat and AI Chatbots are an excellent way to capture and convert new leads. But sometimes prospective clients just want to get on the phone. Now they can with Chat to Call — a 100% Smith.ai managed feature. We chat, we call, and you get work done.

Smith.ai receptionists can now answer Facebook messages for your business, 24/7! Clients expect your business to respond quickly on Facebook just like you would on web chat, text message, and the phone. Let us answer, screen, and book your Facebook leads, exceeding expectations.

You can now automatically send information from Smith.ai Chats to your ActiveCampaign CRM and automation platform. Follow-up with leads the smart way by syncing your systems and keeping in touch (with less work from you).

You can now connect your Google, iCloud, and Office 365, FastMail, Zimbra, Zoho, or CalDAV calendars to Smith.ai using Harmonizely. Our receptionists will book appointments for your new leads, current clients, and anyone else when they call or chat your business.

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.

Matt Burke from ZillaMetrics explains how to integrate with Google Tag Manager, so you can track lead conversions from Live Chat in Google Analytics and Google Ads.

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.

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.

Lawmatics is a platform “built for lawyers, by lawyers” that automates intake, marketing, and CRM. Implement our integration for faster and easier access to new leads created by Smith.ai's website chat conversations.

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.

You can now connect your Lawmatics calendar to Smith.ai phone receptionists and web chat services. Save time by letting us book appointments directly with your leads, on your behalf, based on your availability shown on your schedule.

Live chat client information and transcripts will now be available in your Lead Docket account if you implement this integration.

You can now use LawTap, the appointment booking platform, alongside Smith.ai's virtual receptionist service to seamlessly onboard new clients and schedule appointments with current clients. Hand off appointment booking to us, and then just call your new or existing client at the appointed time!

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio Grow integration, we can immediately pass contact information and transcripts from web chats into your client intake software. It's never been easier to keep track of and communicate with new leads who connected with you online.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Capsule CRM integration, we can immediately pass contact information and transcripts from web chats into your Capsule account as a new task, which you can then associate with a contact, opportunity, or case. It's never been easier to keep track of and communicate with new and existing contacts who visited your website.