Smith.ai Integration

Smith.ai answers your business calls, chats, texts, and social messages—all with 24/7 coverage

Filevine and Smith = Winning more clients!

Smith.ai makes it easy for businesses to automatically record and transcribe inbound and outbound calls, safely redacting any sensitive data like credit card numbers or Social Security numbers along the way. Plus, Smith.ai's Call Intelligence tool provides business owners with a convenient dashboard containing key phone call analytics from every conversation: Which appointments were scheduled? Who was transferred? Did customers fill out intake forms? With this helpful feature set at clients' fingertips, they can quickly review their customer interactions, giving them unbeatable insights into how they do business!

Smith.ai's Call Intelligence features to provide robust business analytics insights to help you make informed decisions about your customer service practices! With reliable data on call outcomes, such as appointment bookings and intake forms completed, businesses can better evaluate the effectiveness of their processes — allowing them to continue delivering an excellent customer experience.

Key Benefits and Features

Smith.ai answers every time

Calls come in, but you're only sometimes available to answer them. We can instantly capture and screen callers, book appointments, and log details in your CRM and calendar.

Know which conversations matter

Make better business decisions with real-time call data, visualized in every Smith.ai client dashboard. Every call summary is enriched with metadata, including actions completed, caller disposition, priority, relevance, and more. See the big picture with historical tables and charts to accurately predict business growth, costs, and ROI.

Outreach calls and campaigns speed-up sales

Smith.ai receptionists make calls on your behalf, improving your speed-to-lead and unburdening staff who need to reach out to clients. We'll call back online leads who complete web forms, contact donors for donation renewals, chase down payments on unpaid invoices, and more.