Smith.ai's AI Receptionist answers calls around the clock, qualifies leads, books appointments, and can bring in a live receptionist when needed. We scope what it should handle, connect it to your phone, calendar, and CRM, build the intake it follows, and train your team to work alongside it.
Smith.ai's AI Receptionist answers calls in English and Spanish, follows a custom intake for each service you offer, books appointments through scheduling tools such as Calendly, Acuity, and Square Appointments, and sends a summary after every call. It connects to CRMs including HubSpot, Salesforce, Zoho, and Clio, and to thousands more apps through Zapier and Make. When a caller needs a person, it can transfer to your team or escalate to Smith.ai's live receptionists.
Smith.ai says the basic setup takes about 15 minutes. Getting the intake questions, routing rules, and connections right for your business takes more thought, and on its self-serve plans that work is yours to do. That is the part we handle.
We map the calls you get today, decide which ones the AI answers, which questions it asks for each service, and when a call should go to your team or to a live receptionist.
We set up call forwarding from your current phone system, connect your scheduling tool, and link your CRM so every lead and call summary lands where your team already works.
We write the call playbooks for each service you offer: the questions to ask, the answers it may give, and what it must never promise, so it qualifies leads the way your best person would.
We run test calls in Smith.ai's testing tools before launch, review real calls and summaries in the first weeks, and train your staff to take transfers and keep the playbooks current.
Businesses that live on inbound calls and need consistent intake, such as law firms, professional services, home services, and agencies. Smith.ai builds its AI Receptionist around lead qualification, with live receptionists available as backup.
Yes. The AI can transfer callers to your team with the context it gathered, and Smith.ai's live receptionists can step in. Smith.ai says escalations the AI starts have no extra fee, while live receptionist help you set up for tasks like scheduling is a per-call add-on.
Yes. Smith.ai works with call forwarding from your existing line and lists phone systems such as RingCentral, Nextiva, Dialpad, and Google Voice. Some setups, such as forwarding from a cell phone, limit transfers back to you, so we confirm the right approach before switching anything.
Smith.ai sells monthly AI Receptionist plans based on the number of calls answered, including a free starting tier, with month-to-month terms on its self-serve plans. Prices change, so we confirm current pricing with you during scoping.
No. You sign up with Smith.ai directly. We provide the scoping, setup, connections, testing, and training as our own separate service.
No. We also set up GoHighLevel AI Employee, Retell AI, and Sameday, along with team AI platforms such as ChatGPT Business, Claude Team, Microsoft 365 Copilot, and Gemini, and we help businesses choose and connect other AI tools as well. We recommend the platform that fits how your business already works, and if your current tools can do the job, we will tell you that instead.
We decide that with you before rollout. We limit each connection to the access it needs, organize the documents the AI should draw on into approved knowledge sources, and review file sharing so people only see what they are meant to see.
No. Our training is built for owners, operators, and staff with little or no technical background, using your own work as the examples.
Book a free readiness assessment. We look at how your team works today and the tools you already use, then tell you plainly whether this platform is the right fit and what the setup would involve.
We are not tied to one vendor. If another platform fits your business better, we will tell you.
Tell us how your team works today. In a free assessment we will tell you whether Smith.ai AI Receptionist fits, what setup involves, and where to start.
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