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.

Big news! Voice Assistant now integrates with Clio Grow and Clio Manage. 🎉

Use them together for effortless call routing, or independently to fit your firm's workflow. When both integrations are connected, caller info is automatically routed to the right Clio system. Focus on your clients, not busy work.

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

🎯

Do you receive only one type of call, and don't need to identify different caller types? You can now set up a dedicated line with Voice Assistant, whether you need it for VIP calls, specific inquiries, or a targeted service.

🗣️

We added a quick link inside the dashboard to report pronunciation issues within individual call recordings. Once reported, we can fine-tune the pronunciation to get your business name right.

Big news! Voice Assistant now integrates with Salesforce. 🎉

Ready to connect? Visit the integrations page in your dashboard and click Salesforce.

New year, new features! We’re already sprinting into 2025 with an exciting update.

Appointment booking is live! Voice Assistant can now book appointments on your calendar of choice — no coding required, and no text messages that get ignored. It’s all done in real-time on the call, with human receptionists verifying the successful appointment booking, making scheduling reliable for both you and your callers.

You can now set unique transfer destinations for different caller types — Potential new clients, existing clients, sales, and other callers can each go to a different transfer number. You can update your instructions and routing here.

You can add up to 10 team members, which works in combination with caller-type transfer destinations.

Team members bring us one step closer to releasing intelligent call distribution (allowing callers to say who they'd like to be transferred to).

We've added an "about us" section, enabling the Voice Assistant to effectively represent your business and provide helpful information to your callers. Please take a look and update your business information today!

We've increased the limit for FAQs, allowing you to add up to 50 questions and answers! This means you can now provide even more detailed, helpful information for your callers.

🗣️

We heard you loud and clear. You want to be able to edit the initial greeting and final statement of Voice Assistant to reflect your brand's voice, tone, and personality.

If Voice Assistant is set to take a message, you can change the final statement said by the Voice Assistant, setting next-step expectations for the caller.

⚙️

For clients who want calls to be shorter and don't want agents to verify information, you can now turn that feature off.

Thanks as always for your feedback. We strive to make the best product and company possible to help your business thrive. While we've fixed a ton of things this month, here are some of the highlights: