Changelog
Follow up on the latest improvements and updates.
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AI Receptionist
AI Receptionist Update: July 24, 2025
New Features
🗣️
Live Agent Call Routing [in beta]
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:
- Efficient screening — AI Receptionist answers and qualifies every caller, quickly and predictably.
- Direct control — You control who speaks with a live agent, whether they’re an existing client or a potential new customer.
- One playbook — We follow the same call handling instructions whether a caller speaks to AI or a human.
Learn how to enable live agent call routing in our help doc.

Improvements
Streamlined call flow
— 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. Fixes
- Fixed an issue where AI Receptionist did not consistently announce it was transferring the caller to schedule an appointment. The AI Receptionist now reliably informs callers of intent to transfer for appointment scheduling.
- Fixed an issue with smart team directory transfers where AI Receptionist didn’t clarify which person to transfer to when multiple team members with the same first name exist in the team directory. AI Receptionist now prompts callers to specify the correct person.
- Fixed an issue where AI Receptionist remained in FAQ mode after a caller’s question, treating subsequent interactions in the call as questions. It now exits FAQ mode correctly and continues the normal call flow.
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AI Receptionist
AI Receptionist Update: July 17, 2025
New Features
💳 Payment Collection for Scheduling
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.
- Works for new & existing clients— Enable scheduling with payment for current or prospective customers (or both.)
- Easy setup— Use a link to any calendar or form that has embedded payment collection.
- Seamless scheduling— Convert more callers into booked business while they’re still on the line.

Ready to get started? Head to the Instructions tab of your Smith.ai dashboard — see full instructions here.
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improved
AI Receptionist
AI Receptionist Update: July 10, 2025
New Features
📱 Smart Team Directory Transfers
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:
- Understand when a caller asks to speak to a member of your Team Directory
- Request the caller’s name and reason for calling prior to transferring
- Bypass your call playbook and transfer the caller directly to their requested team member
You can enable team directory transfers in your call handling settings. Check out our HelpDoc for easy setup instructions.
Improvements
Custom Service-Based Qualification Question
— For call playbooks with service type qualification enabled, you can now customize how your AI Receptionist asks about callers’ service needs. Expanded Qualifying Service Fields
— We’ve added an additional 10 fields so you can now list up to 20 options for service-based qualification.Enhanced Qualification Flow
— 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.improved
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Integrations
AI Receptionist
AI Receptionist Update: July 03, 2025
New Integrations
🔗 Housecall Pro CRM
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.
- Create new client records in Housecall Pro instantly
- Update existing profiles with detailed call summaries
- Boost efficiency with zero manual data entry
Check out our HelpDoc for simple setup.

🔗 Zoho
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.
- Auto-log calls as new or updated contacts in Zoho
- Sync call summaries for instant follow-up and task assignment
Quickly link your Zoho account via our HelpDoc.

Improvements
AI Receptionist Conversational UX
— 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.Add Appointment Booking Identifier to Playbook
— 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.Fixes
- We fixed a bug where AI Receptionist would take too long to recognize the caller’s answer.
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AI Receptionist
AI Receptionist Update: June 19, 2025
Fixes
- We fixed a bug in which the AI Receptionist asked, “Are you still there?” during Spanish calls. Now, the AI Receptionist says, “¿Estás ahí?” on Spanish-language calls instead.
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AI Receptionist
AI Receptionist Update: June 12, 2025
Fixes
- We fixed a bug where the AI’s closing message wasn't always translated correctly in Spanish. Your Spanish-speaking callers will now hear a properly translated, professional closing for a more consistent experience from start to finish.
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.
🧠 Smarter & Faster AI
LLM Model Upgrade
(April 3)
We’ve upgraded our AI for sharper, more accurate call transcriptions. Expect better capture of names, numbers, emails, and service addresses.
Y/N Qualification Improvements
(May 22)
We’ve made Y/N qualification smarter and more flexible, with longer prompts and better formatting support.
Call Quality Improvements
(multiple releases)
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.
🌐 New Integrations
Lawmatics Integration
(May 1)
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.
Pipedrive Integration
(May 22)
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.
ServiceTitan CRM Integration
(May 29)
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.
Scheduling for ServiceTitan Pro
(May 29)
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.
💬 Customization & Communication
Voice Customization
(May 15)
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.
Caller ID Option for Transfers
(April 24)
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.
Bilingual Spanish Support
(June 4)
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.
💳 Client Experience
AI Receptionist Partner Portal
(May 1)
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.
Payment Collection for AIR
(May 22)
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.
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Dashboard
Integrations
AI Receptionist
Smith.ai AI Receptionist Update: March 27, 2025
🔗 Filevine Integration
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.
- Sync call details directly into Filevine
- Update case records effortlessly
- Improve workflow efficiency with automated data entry
Ready to connect? Visit the integrations page in your dashboard to get started!

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Integrations
AI Receptionist
Smith.ai AI Receptionist Update: March 6, 2025
📱 Extended qualification criteria
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.

🔗 HighLevel Integration
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.

🔗 MyCase Integration
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.
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Integrations
AI Receptionist
Smith.ai AI Receptionist Update: February 20, 2025
📱 Send follow-up texts after AI Receptionist calls
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 Integration
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:
- Look up existing contacts by email
- Add and update existing contact records
- Add calls as "events" within a contact record
- Add call summaries to these events
Ready to connect? Visit the integrations page in your dashboard and select Hubspot.
🔤 Improved name and email spelling
To improve the accuracy of contact information and reduce call repetition, AI Receptionist will now prompt callers to spell their name and email.
✨ Sign-up with Google Business Profile
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.
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