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Intaker + Smith.ai

"initiate new Smith.ai calls when new chats occur in Intaker"

Ensure prompt response to your customers with this efficient workflow. When a new chat begins in Intaker, it immediately prompts a call from a virtual receptionist in Smith.ai. This seamless communication process helps render swift, professional customer assistance without any manual intervention. Save time and improve your customer service with this streamlined process.

Ensure prompt response to your customers with this efficient workflow. When a new chat begins in Intaker, it immediately prompts a call from a virtual receptionist in Smith.ai. This seamless communication process helps render swift, professional customer assistance without any manual intervention. Save time and improve your customer service with this streamlined process.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerScheduled
  2. automatically do this!
    Smith.aiSmith.ai
    Call Someone (Virtual Receptionist)

    Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • Lead NameRequired

    • Lead Status

    • Create Task (Notification via Desk & Email)Required

    • First Name

    • Last Name

    • Phone Number

    • Phone Number SMS Consent

    • Email

    • Pipeline

    • Stage

    • Pipeline Estimated Value

    • Pipeline Estimated Cost

    • Pipeline Actual Value

    • Pipeline Actual Cost

    • Pipeline Additional Details

    • Note Description

    Action
    Write
    • Organization NameRequired

    • Bot Name

    Trigger
    Scheduled
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
  • Smith.ai triggers, actions, and search

    New Call

    Triggers when a new call is created.

    Trigger
    Scheduled
    Try It
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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn more

Related categories

  • Dashboards
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About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

Related categories