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If you currently use Rocket Matter, integration means that after each call, the call notes with the caller’s name, number, and message will appear as a new Rocket Matter message in the Messages section of your dashboard. You can then add this information to an existing client record or create a new client record.
You’ll still receive texts and emails from Smith.ai after every incoming call, as well as a daily summary of all calls, so you can determine whether to call clients back immediately or later on.
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