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.
Lexicata CRM is a popular program used with many of our attorneys and law firms. Lexicata allows for streamlined customer records maintenance complete with email reminders and other impressive features like the ability to create custom intake forms.
What does this integration mean for you and how can you do it?
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 customer records can have new information added such as new phone numbers, emails or even notes from the call. The information submitted by your Smith.ai receptionists will be received into your Lexicata inbox within minutes, allowing you to set reminders to call or even set up an automatic email to be sent reassuring your client that their request has been seen.
This integration is a standard feature for any existing or new client on one of our Smith.ai montly call plans at no additional charge. To enable this feature on your account, simply follow the steps below:
Login to your Lexicata account
Click on the Settings gear icon
Copy-n-Paste the Inbox Token and send it to firstname.lastname@example.org
Remember, if you have questions or need some additional assistance, your support team is available Monday through Friday from 6 am – 6 pm PST to assist you.