We are excited to announce that we now have a web-based dashboard where our clients can access information about their virtual receptionists calls and service. Clients who use Smith.ai for their business calls can use the new dashboard to easily calculate leads, see outbound calls, get historical call data, and access preferences all from one place. Get set up today: It’s free and simple to use!
For clients who have used Smith.ai’s receptionists for business calls, their entire call history will appear in the dashboard. Follow our setup instructions to access your dashboard at any time (like right now!).
Once signed into your dashboard, navigate to “Call History,” to see previous calls, including the number of calls from existing customers versus new leads. Calls will be listed historically, with the most recent at the top, but you can filter them based on status, disposition, and/or priority. Click through to an individual call record to access the answering receptionist’s name, call summary, disposition, and more.
Navigate to “Call Handling” to access your settings and preferences, including your Smith.ai number, all transfer lines, whitelisted numbers, blocked numbers, and your voicemail greetings. Double check all your settings to ensure you are happy with them. Please note that the dashboard is currently read only. To update any preferences, you’ll need to email email@example.com and we’ll get after it.
Every phone call to your business could be a new lead (which is why every call needs to be answered)! Use your new dashboard to further improve lead generation by trying out these tips:
These are just a few ways you can use the new call dashboard to optimize your business. Add up the amount of time our call service saves you each month and compare it to your hourly rate (we think you’ll be pleasantly surprised). Get even more out of Smith.ai with our scheduling service, payments, outbound calling, or even expanded hours.
Get started using Smith.ai’s virtual receptionist service with our 10-call / 30-day free trial right now! Our receptionists service goes above and beyond for your business with features like scheduling, call-backs from web form leads, intake services, accepting payments, CRM integrations, and more. View current pricing and contact us at firstname.lastname@example.org to hear about best practices for running a responsive business.