— When a caller repeatedly requests to speak with a person or department not found in your Team Directory, your AI Receptionist will now escalate to one of our Virtual Receptionists. This improves the experience for callers who are looking to speak with a person in cases when AI Receptionist is unable to find a matching name in your Team Directory.

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You can now add subtle ambient sound to all calls with the flip of a toggle! This setting helps keep callers engaged, ensuring they know they’re still connected even when your AI Receptionist is processing complex requests.

— AI Receptionist now switches call handling playbooks mid-call when callers correct themselves or provide new context. For example, if a caller initially says they're an existing client but later clarifies they're new, AI Receptionist will automatically pivot from the Existing Client call handling playbook to the Potential New Client playbook for improved accuracy.

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You can now choose which caller ID appears for calls transferred from AI Receptionist: either your Smith.ai number or the caller’s number. This update lets you prioritize answering according to your preferences.

To adjust this setting, navigate to your call handling settings in your AI Receptionist dashboard. Simply select your preferred option under .

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Live agent call routing combines the efficiency of AI with human empathy and flexibility — all within your existing AI Receptionist account. At your discretion, qualified callers can be immediately routed to one of Smith.ai’s professional Virtual Receptionists.

Harness the best of both worlds:

Learn how to enable live agent call routing in our help doc.

— We redesigned AI Receptionist’s call flow to improve the caller experience. To reduce redundancy, AI Receptionist now qualifies callers — per your qualification instructions — prior to collecting their contact details.

Great news: You can now collect payment during scheduling with AI Receptionist! Reduce appointment no-shows by collecting a deposit or having callers pay a consultation fee up front.

Ready to get started? Head to the Instructions tab of your Smith.ai dashboard — see full instructions here.

Your Team Directory can now be used to seamlessly connect callers to the right team member upon request. With this feature enabled, AI Receptionist will automatically transfer callers to the right team member when they ask for a member of your Team Directory by name.

With the check of a box, your AI Receptionist can:

You can enable team directory transfers in your call handling settings. Check out our HelpDoc for easy setup instructions.

— For call playbooks with service type qualification enabled, you can now customize how your AI Receptionist asks about callers’ service needs.

— We’ve added an additional 10 fields so you can now list up to 20 options for service-based qualification.

— When service-based qualification is in use, AI Receptionist now detects whether a caller’s inquiry matches an available service type without having to list the service options.

AI Receptionist now integrates with Housecall Pro CRM.

This powerful connection automates your job intake by capturing every inbound call and job booking and syncing it straight into your HCP account. Spend less time on admin work and more time serving clients.

Check out our HelpDoc for simple setup.

Our AI Receptionist + Zoho integration is live.

This seamless integration captures every inbound call and pushes the details directly into your Zoho account, without you having to lift a finger — so you can spend less time on data entry and more time closing deals.

Quickly link your Zoho account via our HelpDoc.

— We’ve made an improvement that prevents the AI Receptionist from repeatedly confirming the reason for the call and requesting additional data redundantly, resulting in a smoother experience.

— We've added structured appointment-related fields to the AI Receptionist playbook, enabling AI Receptionist to more accurately confirm whether an appointment was booked during a call. This ensures that appointment details such as date, time, key actions taken, and who the appointment was scheduled with are included in call summaries and available for you to view.