Smith.ai is a 24/7 customer engagement platform best known for its virtual receptionists, live web chat, and outreach campaign services. Their professional, bilingual agents are backed by AI technology to boost lead capture and client services with around-the-clock screening, scheduling, intake, and much more.
Benefits of using Smith.ai with Neos include:
Automatic call logs – All calls (answered by Smith.ai or your firm) will automatically sync to Neos with summaries and contact information (name, email, phone number).
Bilingual answering – North America-based receptionists include fluent and native Spanish speakers, allowing new intake leads to be qualified and scheduled in Spanish.
Appointment scheduling – Leads are screened and consultations or sales calls are booked directly on your calendar.
Intake – Business-specific information, such as case numbers, traffic ticket numbers, property addresses, etc., is gathered to know your leads faster.
Payment collection – Payment can be coordinated from qualified leads after scheduling to ensure leads are screened, booked, and paid by meeting time.
Client dashboard – Real-time call data visualizations for each call summary.
NOTE: Your firm must already have a Smith.ai Virtual Receptionist account before activating the integration in Neos.
To connect your firm's Smith.ai integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Smith.ai tab.
Use the Staff field to select the Neos user email address that should be used to enable the Smith.ai integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Smith.ai Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Smith.ai Integration"
Staff Code, e.g., "Smith.ai"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "Smith.ai"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "Smith.ai [email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The Smith.ai Integration staff should have the following permissions:
Case: Enabled, Add, and Modify
Name Details: Enabled and Add
Intakes: Enabled and Add
General: Enabled and Add
4. Click the Activate button.
5. When completed, the connected email of the selected staff will display.
6. Follow the illustrated instructions for setting up the Neos integration on the Smith.ai virtual receptionist dashboard.
Smith.ai Support
Smith.ai's Customer Service can be contacted via:
Email: [email protected]
Phone: (650) 727-6484