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Smith.ai

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Smith.ai provides AI receptionist and live agent call handling for small businesses that need help answering calls, qualifying leads, capturing intake details, and scheduling appointments.

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What Smith.ai does

Smith.ai is a receptionist service built around AI-first call handling with optional live human backup. Across the site, it is positioned as a way for small businesses and service teams to answer calls, qualify leads, gather intake details, schedule appointments, and route callers without relying only on voicemail or a traditional answering service.

The product is presented in several plan types, including AI Receptionist plans and managed plans for businesses that want a more hands-on setup. The pricing pages describe features such as CRM integrations, lead screening, call transfers, live agent handoff, AI scheduling, call recording and transcription, and custom Q&A responses, with support for North America-based live agents and custom workflows on higher-touch plans.

Core features

CRM and app integrations

Smith.ai can automatically send call details to connected tools, with support for CRMs and Zapier. The integrations page also shows categories for billing, scheduling, automation, phone systems, marketing, websites, and outreach workflows.

Lead qualification and intake

The service qualifies leads using business-specific criteria such as needs, location, and budget. It then captures intake details and can screen callers before routing them onward.

Call transfer routing

Calls can be transferred to different destinations based on caller type, so businesses can route sales, support, or urgent calls differently.

Live agent backup

Smith.ai includes live agent handoff for selected scenarios, with the pricing page noting 24/7 live agent network access on demand and free escalation for unexpected technical issues.

Scheduling support

AI scheduling can book appointments during the call with integrated calendars, and live agents can schedule with platforms that provide a direct link to the appointment.

Call recording and summaries

Calls are recorded and transcribed automatically, with searchable transcripts and PII masking mentioned on the pricing page. The service can also send call summaries to email, Slack, and Teams.

Common use cases

  • Sales lead capture

    Use Smith.ai to answer incoming sales calls, qualify prospects against business criteria, and route promising leads to the right next step instead of sending them to voicemail.

  • Client intake workflows

    Use the service for service businesses that need intake questions answered consistently, including case details, service needs, or other short-form screening questions.

  • Appointment booking

    Use AI scheduling and live-agent scheduling support to book appointments during calls and reduce back-and-forth with callers.

  • Support and escalation

    Use call transfers and live agent handoff to separate routine questions from urgent or unusual calls that need a human response.

  • Connected front-office operations

    Use integrations to push call details and summaries into CRM, billing, scheduling, or communication tools so follow-up work stays organized.

Pros and Cons

Pros

  • Combines AI call handling with live agent backup rather than forcing an all-or-nothing workflow.
  • Covers several front-office tasks in one service: answering, qualification, intake, transfers, scheduling, and summaries.
  • Supports integrations with CRMs and other business tools, including Zapier.
  • Offers structured pricing tiers for different call volumes and support levels.
  • Includes call recording, transcription, and searchable call context for follow-up work.

Cons

  • Some capabilities depend on plan level, such as managed onboarding, custom integrations, and custom-built AI Receptionist workflows.
  • The source does not provide a single simple flat price; instead, pricing is tiered and includes monthly, term-based, and custom options.
  • Integration breadth is clear, but the source text does not list every supported app in a single place.

FAQ

Does Smith.ai use AI, live agents, or both?

Smith.ai offers AI receptionist plans, with live North America-based agent support available for specific call scenarios and managed plans. The pricing pages also indicate contact-sales options for higher-touch or custom needs.

What can the AI Receptionist do?

The source shows core features such as CRM integrations, lead qualification, new lead intake, call transfers, live agent handoff, AI scheduling, call recording and transcription, caller Q&A, and instant call summaries.

How is Smith.ai priced?

The pricing page says AI Receptionist plans are available in tiered packages, including Starter, Growth, Scale, Managed, and Enterprise options. Some plans are billed monthly, and some are offered on a 6-month term or by custom quote.

What kinds of integrations does Smith.ai support?

Smith.ai lists native integrations and Zapier support. The integrations page specifically shows categories such as CRM, billing, scheduling, automation, phone systems, marketing, websites, and outreach-related tools.

How quickly can it be set up?

The source indicates setup in minutes on the main site, and the AI Receptionist pricing page also says the system can be set up in 48 hours for managed plans. Managed plans include fully-supported onboarding and ongoing optimization.

Quick Facts

Category
AI receptionist service
Primary users
Small businesses and sales/support teams
Source domain
smith.ai
Pricing model
Tiered paid plans with monthly, term-based, and custom options
Core workflow
Answer calls, qualify leads, capture intake, and schedule appointments
Support model
AI-first with live North America-based agent backup