Smith.ai Now Integrates with ZynCal, ZynBit’s Scheduling Assistant

Kelsey Johnson

ZynCal (a ZynBit feature) is a scheduling assistant for your inbox that is designed to simplify booking appointments and reduce back-and-forth emails. Connect ZynCal to the calendar you already use (including Google, Exchange, Office 365) for a public URL with real-time availability and the ability for immediate bookings. To better prepare for each appointment, you can pre-set meeting types with intake questions.

Now, you can integrate ZynCal with Smith.ai Virtual Receptionists and Live Chat to have appointments from calls and chats booked directly on your calendar. Using your pre-set meeting types and availability, our receptionists and chat agents can schedule consultations with new leads and appointments with your current clients. By integrating Smith.ai and ZynCal, you’ll have less follow-up work to do: Simply make the call appointed time!

Article: How to connect your ZynCal scheduling assistant to Smith.ai

How Smith.ai and ZynCal Work Together

Once you set up your ZynCal unique calendar link, email it to us at support@smith.ai with specific instructions. ZynCal syncs to your calendar in real-time and it will only show your available appointment time slots, not any details on your calendar. We can use your unique link to schedule a consultation with new leads from phone calls or live chat. Also, we can book appointments with current clients, according to your specific directions. Just email us and let us know how to handle each situation.

After the appointment is booked, ZynCal will contact you with appointment details and Smith.ai will send you the call notes or chat transcript. Both softwares can integrate with your Salesforce CRM to instantly sync all your systems.

Please note: Scheduling is an add-on feature for virtual receptionist and/or live chat services and will incur an additional fee.

Get Smith.ai Virtual Receptionists & Live Web Chat

Want to create a more efficient process with Smith.ai? We can help with fewer interruptions, more high quality leads, automatically booked appointments, and more. Start with Smith.ai virtual receptionists or live chat risk-free now!

Kelsey Johnson

Kelsey Johnson is the marketing manager at Smith.ai. She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

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