We’re excited to announce more robust outreach capabilities that are customized to the unique needs of your business and automated for hands-off workflows.
Smith.ai's receptionists have been available for one-off call requests for years. Now, we're offering outbound calling solutions that put more control in your hands.
Here's what's new:
Answering and qualifying inbound callers is critical, but it’s only part of a strong customer engagement strategy. Smith.ai's receptionists can make a significant impact on your business when we initiate calls on your behalf.
By making outbound calls, we can help business owners and operators achieve a wide range of objectives, including but not limited to:
These activities can be completed one-time, for a specific duration, or on a recurring basis without a set "end date" — to as many contacts as you wish. All you need is an active Virtual Receptionists plan and a set of instructions for our agents, and we can begin making calls within days, if not sooner.
Clients are delighted by Smith.ai's outbound calling capabilities. Aaron R. Winston of Express Legal Funding had this to say:
"Smith.ai has been a game-changer for us. They expertly handle the outbound calls to individuals who complete an online application on our website. They took the time to really learn about our company and its services, so we have total confidence when they do outreach on our behalf. Smith.ai is way more than a worthwhile investment for us. They are a true business partner, and have become an important factor in our success as a provider of low-cost pre-settlement funding."
One-time call-backs have individualized instructions attached to them, so those are straightforward. Tell us the objective (e.g., schedule a consultation with this lead), when to call, and what to do if we can't reach the person, and we'll take care of it to your specifications (more on that here).
Campaigns present more options for maximum control and flexibility. You can:
No matter what options you choose, our receptionists will provide the same professional, friendly, and helpful service you expect from Smith.ai. We'll sound just like we're "in-house" at your business. Only you will know you're getting a great deal on 24/7 outsourced sales and support services.
An active Virtual Receptionists plan is required for our agents to begin making outbound calls for you; if you don't yet have a plan, schedule a free consultation so we may help you identify the best plan to meet your needs.
Whether you will be sending us a list of people to call via spreadsheet or API, starting a Campaign works the same way. Follow the instructions provided in our Outbound Calling help document, under “Getting Started.”
For incidental, one-off outbound calls like call-backs, either use the "request a call back" link at the bottom of your call summary email, or use the "request a call" link on the call summary within your dashboard. Learn more about one-off outbound call-back requests.
Once you’re up and running with outbound calls, you can track all outreach activities within the Smith.ai dashboard.
To monitor activities related to Campaign-based calls, go to the Campaigns tab of your dashboard and select an active Campaign to view (e.g., a Campaign that is not marked "draft").
Under the details and schedule sections, you'll see recipients. Within the recipients section, you can:
If you've asked us to make one-off calls, you'll see these calls on the Call History tab of your dashboard. These calls are distinguished by a left-facing arrow, indicating they are outbound calls. You'll also see a status of "outbound call." Learn more about outbound call-backs.
Smith.ai’s virtual receptionists take the concept of "answering service" to another level. We pre-screen potential clients, schedule appointments, take payments, complete intake forms, make outbound calls (as you learned above!), and much more.
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