Blog: Product Updates

Smith.ai is thrilled to introduce AI Receptionist's latest feature: appointment scheduling. Missed calls and phone tag can cost you business, but our AI Receptionist now assists with real-time appointment scheduling to keep your calendar full. Your callers get instant assistance, and you stay focused on your work. With 24/7 availability, we ensure higher conversion rates and better customer satisfaction.

Our AI Receptionist now features text message follow-ups, automatically sending a text to callers after a call ends. This feature helps businesses stay professional and top of mind by sending messages to new leads or existing clients. Whether it’s a thank-you note, a link to an intake form, or company information, follow-ups are now prompt and simple. With consistent, timely communication, Smith.ai makes client engagement effortless — helping your business grow while reinforcing your reliability.

Managing client communications and casework is no small feat — especially when every missed call could mean a missed opportunity. That’s why we’re excited to announce that AI Receptionist — our AI-first call answering and intake solution — is now directly integrated with Filevine, a leading legal case management platform. Smith.ai is Filevine’s preferred partner for 24/7 call answering and intake services, and with this new integration, we’re making it easier than ever for attorneys to capture and qualify leads around the clock. 

As your business grows, so does the volume of incoming calls. But when some of those callers are unqualified leads, it takes time away from the ones who truly need your services. We've developed a solution that makes lead screening even more precise, so your focus is squarely on well-qualified leads. Introducing yes/no custom qualification questions — a powerful new addition to AI Receptionist. Now, you can more extensively personalize the lead-screening process that our AI follows.

HubSpot is one of the most popular inbound marketing software providers and has, for years, integrated with Smith.ai through our virtual receptionist services. HubSpot's platform has endless resources, software, and tools to grow your business, so it's no surprise that our clients have requested that AI Receptionist integrate with it. You asked, and we listened. AI Receptionist now integrates with HubSpot, allowing for more streamlined workflows between your calls and your HubSpot account. Data management and client follow-up just got a lot easier!

If you are a marketing agency, you know the value of time, and your clients’ time is too valuable to spend on tedious manual call logging. AI Receptionist now integrates with HighLevel. If you’re looking for an alternative to HighLevel’s Voice AI Agent, Smith.ai provides the perfect solution.

AI Receptionist now integrates with Clio Manage and Clio Grow to streamline call management. This integration automatically logs caller details and call summaries, eliminating manual data entry and ensuring accurate client records. Existing clients’ call details are synced with Clio Manage, keeping case records current, while new leads are routed to Clio Grow for quick intake. These integrations allow law firms to operate more efficiently, reduce administrative tasks, and provide a better client experience.

AI Receptionist now offers direct routing to a single caller type to streamline call handling. This feature is ideal for businesses with dedicated lines for a specific type of caller — like new potential clients or existing clients — so calls are handled quickly and efficiently without unnecessary probing questions. The purpose of the feature is to prioritize even more efficiency with AI Receptionist. Direct routing for specific callers saves time and provides better client experiences by ensuring the AI Receptionist collects only the necessary information for that caller type.

With custom extended intake, our virtual receptionists can now ask every question that’s important to you as part of the intake process.