Slack

SLACK + SMITH.AI OVERVIEW

Connect your Slack to a superior customer engagement service

Speed to lead is critical to winning the deal. When you connect your Slack account to Smith.ai, our agents can reach out to leads and customers immediately on your behalf.  

Benefits of Slack + Virtual Receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — making a great first impression on behalf of your business and reducing overhead and workload. Our receptionists offer a warm greeting and pre-screen leads with your custom questions and criteria while sharing updates via Slack, including summaries, transfer notifications, and more. 

Ways to Integrate Slack with Smith.ai

• Accept or reject call transfers Via Slack
• Deliver call summaries to Slack
• Send channel messages in Slack for new chats in Smith.ai Chat
• Send Smith.ai Chat callback requests to Slack

Accept or reject call transfers via Slack

When your caller meets your "live transfer" requirements, you'll see a notification in your Smith.ai Slack channel to accept or reject the transfer request. 

Deliver call summaries to Slack

After Smith.ai receptionists take your calls and chats, you'll get your call summaries via email and SMS. Need them in a Slack channel too? Set up this integration. Your Smith.ai call summaries are sent to Slack channel messages and can include the caller's first and last name, email, phone number, and call summary. Track your calls in Slack and allow the entire team access to follow-up on leads, clients, and others who call your business.

Send channel messages in Slack for new chats in Smith.ai Chat

Smith.ai chat captures new leads on your website and sends instant chat transcripts via email, but more than a single email may be needed. This integration sends contact information and transcripts from Smith.ai chats to a Slack channel. That way, your team has access to chat leads and can collaborate and communicate about follow-up effectively.

Send Smith.ai Chat callback requests to Slack

People interacting with your chat can request a call, and your team will get a Slack notification to call them back.  If you want Smith.ai Receptionists to call back instead, set up our Chat to Call feature.

About Slack

Slack is the collaboration hub that brings the right people together with all the correct information and tools to get work done.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Slack workspaces on paid plans

RESOURCES

Accept or Reject Incoming Call Transfer Requests in a Slack Channel

Route Smith.ai Call Summaries to a Slack Channel

Send Smith.ai Chat Callback Requests to Slack

Route Smith.ai Chat transcripts to a Slack Channel