Smith.ai

Smith.ai provides a superior virtual receptionist and customer engagement service, available 24/7/365. It leverages a powerful combination of North America-based human agents and advanced AI to ensure that businesses never miss an opportunity. Designed primarily for small to medium-sized businesses, including law firms, home services, marketing agencies, and more, Smith.ai acts as a seamless extension of your team. The service handles a wide array of communication tasks, from answering phone calls and live website chats to making outbound calls for sales development and lead follow-up. By filtering spam, qualifying leads, taking payments, and scheduling appointments directly into your calendar, Smith.ai frees up valuable time for business owners and their staff to focus on core operations and growth.

How to use Smith.ai

Getting started with Smith.ai is designed to be quick and straightforward, typically taking only about 15 minutes.

1. Choose Your Plan: Select between an AI-first plan for efficient, affordable handling of simple inquiries, or a human-first virtual receptionist plan for more complex and personalized interactions.
2. Configuration: Set up your account by providing key business information, such as hours, services, and pricing. You can create customized greetings and define specific criteria for lead qualification and client intake.
3. Call Forwarding: Forward your existing business number to the dedicated local or toll-free number provided by Smith.ai. You can set up conditional forwarding to have Smith.ai handle calls only during specific times, like after-hours, or for overflow when your team is busy.
4. Integrate Your Tools: Connect Smith.ai to your existing software stack. It integrates with over 5,000 applications, including CRMs (like Salesforce, HubSpot, Clio), scheduling software (like Calendly, Acuity), and communication platforms (like Slack, Microsoft Teams) via direct connections or Zapier.
5. Go Live: Once configured, Smith.ai's receptionists (AI or human) begin handling your communications according to your instructions. They will answer calls, engage website visitors, qualify leads, and book appointments.
6. Monitor and Manage: Access your online dashboard to view real-time call and chat summaries, listen to call recordings, and manage your account settings. You'll receive instant notifications and daily summaries via email, SMS, or your integrated apps.

Core Features of Smith.ai

• 24/7/365 Communication Handling: Live phone answering, website live chat, and SMS text answering to ensure no lead is ever missed, day or night.
• AI + Human Hybrid Model: Combines the efficiency of AI for simple tasks and spam blocking with the empathy and complex problem-solving skills of professional human agents.
• Lead Qualification & Intake: Agents screen callers based on your custom criteria, complete new client intake forms, and ensure you only spend time on qualified leads.
• Appointment Scheduling: Books appointments directly on your calendar using your preferred scheduling software, including sending reminders and handling rescheduling.
• Bilingual Services: Offers dedicated services in both English and Spanish to cater to a wider customer base.
• Outbound Calling Campaigns: Professional agents can make outbound calls on your behalf for lead follow-up, appointment reminders, or sales development.
• Extensive Integrations: Seamlessly syncs data with over 5,000 tools, including CRMs, marketing automation platforms, and scheduling software, plus an open API for custom solutions.
• Payment Collection: Securely accepts payments for consultations, services, or deposits on your behalf through integrations with platforms like Stripe, PayPal, and LawPay.
• Advanced Call & Chat Features: Includes warm transfers, intelligent call routing, call recording and transcription, and a robust spam-blocking system that filters millions of unwanted calls for free.

Use Cases for Smith.ai

Smith.ai is versatile and serves a wide range of industries:

• Law Firms: For 24/7 legal intake, screening potential clients, performing conflict checks within their CRM, and scheduling consultations, ensuring attorneys only engage with viable cases.
• Home Services (Plumbing, HVAC, etc.): To capture every service request, schedule jobs 24/7, dispatch emergency calls, and provide a professional front-end without the overhead of full-time staff.
• Marketing & Creative Agencies: To handle inbound leads from various campaigns, qualify them against agency criteria, and schedule discovery calls, maximizing the ROI of their marketing spend.
• Financial & Consulting Services: To provide a highly professional and responsive experience for high-value clients, schedule meetings, and filter inquiries to protect consultants' time.
• Solopreneurs & Small Businesses: To function as a complete front office, projecting a professional image, managing customer inquiries, and freeing the owner to focus on delivering their service or product.

Advantages of Smith.ai

Choosing Smith.ai offers significant benefits for business growth and efficiency. It provides a cost-effective alternative to hiring in-house staff, saving on salary, benefits, and training costs. The 24/7 availability ensures superior customer service and guarantees that no lead is lost to voicemail. By automating and handling front-line communications, it dramatically increases staff productivity and allows teams to focus on high-value work. The service's professionalism, with its North America-based agents and consistent branding, enhances the company's image. Finally, its deep integration capabilities ensure it fits smoothly into any existing business workflow, making it a powerful engine for growth.

Pricing and Plans

Smith.ai offers flexible and transparent pricing tailored to different business needs.

• AI Receptionist: AI-first answering plans start as low as $97.50 per month, ideal for simple intake, scheduling, and general inquiries at any call volume.
• Virtual (Human) Receptionist Plans: These plans are billed per-call, not per-minute. Spam and sales calls are not charged.
  • Starter: $292.50/month for 30 calls.
  • Basic: $787.50/month for 90 calls.
  • Pro: $2,025.00/month for 300 calls.
  • Enterprise: Custom plans for high-volume needs.
• Add-on Services: You can enhance your plan with a-la-carte features, such as:
  • Appointment Scheduling: $1.50/call
  • Call Recording & Transcription: $0.25/call
  • Dedicated Spanish Line: $1.00/call
  • Accepting Payments: $1.00/call
  • SMS/Slack/Teams Notifications: $0.50/call

All plans come with a 30-day money-back guarantee, no setup fees, and no long-term contracts, providing a risk-free way to experience the service.