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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.

We've been busy this spring — here's a roundup of the latest AI Receptionist features, integrations, and performance upgrades released since our last update.

We’ve upgraded our AI for sharper, more accurate call transcriptions. Expect better capture of names, numbers, emails, and service addresses.

We’ve made Y/N qualification smarter and more flexible, with longer prompts and better formatting support.

We’ve enhanced call reliability and audio clarity to ensure every conversation is smoother, more accurate, and glitch-free. Plus, we’ve improved latency to reduce delays and boost responsiveness.

Our new Lawmatics integration makes lead management seamless. After each call, contacts are created or updated automatically with summaries added right to their records. Visit our HelpDoc for easy setup instructions.

AI Receptionist now integrates with Pipedrive to keep your CRM up to date — automatically. Contacts, call logs, and summaries sync right to Pipedrive after each call. Check out our HelpDoc to get started.

AI Receptionist now integrates with ServiceTitan CRM — automatically creating customer records, adding call notes, and logging call recordings for easy access from within customer profiles. See our Helpdoc for effortless setup.

AI Receptionist now supports human-assisted scheduling for users of the ServiceTitan Scheduling Pro plan. Just add your public booking link in your Smith.ai dashboard to start booking appointments seamlessly.

Your AI Receptionist’s voice can now match your brand! Choose from a range of natural-sounding styles and adjust speaking speed to suit your callers — all customizable anytime in just a few clicks! Learn how to customize your AI's voice here.

You now have more control over Caller ID on transfers! Choose to show the original caller’s number instead of your Smith.ai number for better context and a smoother experience. You can adjust this option anytime in the 'Call Handling' settings in your dashboard.

You can now enable Spanish in the AI Receptionist dashboard — your callers will receive a fully Spanish-language experience if they choose, and you receive dual-language transcripts.

Partners now have greater control over their linked AI Receptionist client accounts — log in anytime, pause or resume services as needed, and easily identify accounts with business names now visible in the dashboard. These updates make managing multiple client accounts more seamless and efficient.

AI Receptionist can now collect payments during scheduling, making it easy to secure bookings and revenue in one step. Just add a payment field to your linked scheduling form to enable it.

Exciting news! AI Receptionist now integrates with Filevine. 🎉

This powerful integration streamlines client communication and case management, ensuring key details from calls are automatically captured and logged in Filevine. Spend less time on admin work and more time serving your clients.

Ready to connect? Visit the integrations page in your dashboard to get started!

Ask callers custom qualification questions to ensure they’re the right fit. If they're qualified, they'll continue to the next step in the call. Otherwise, AI Receptionist will advise that you cannot help and disqualify them.

AI Receptionist now natively integrates with HighLevel, offering an alternative to HighLevel’s Voice AI Agents. Get advanced AI call answering, lead qualification, and appointment booking — without being locked into a single provider.

All calls answered by AI Receptionist can be logged directly in MyCase’s Communications Call Log. Keep a complete record of client interactions and never miss a critical detail. Connect AI Receptionist to MyCase.

You can now have AI Receptionist send text messages instantly to your callers as soon as the call ends.

You can send a thank-you note to keep the caller interested, intake forms for qualified leads, additional information on your company, a link to a document to sign, or anything else — as long as it fits within a text message.

HubSpot is one of the largest and most well respected providers of inbound marketing software, so it’s no surprise that our clients have requested that AI Receptionist integrate with it.

With the Smith.ai and HubSpot integration, AI Receptionist can now:

Ready to connect? Visit the integrations page in your dashboard and select Hubspot.

To improve the accuracy of contact information and reduce call repetition, AI Receptionist will now prompt callers to spell their name and email.

New AI Receptionist clients can sign up for our services using a Google account, and connect their Google Business Profile. This will prefill their relevant business information, such as business name, website URL, and location.

Coming Soon: Connecting to Google Business Profile brings us one step closer to prepopulating call instructions using your existing data.