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.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerScheduled
automatically do this!
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?

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
Try It
- Organization NameRequired
- Bot 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

- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
Action
Write

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Scheduled
Try It
- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
- Organization NameRequired
Trigger
Instant
Try It
New Call
Triggers when a new call is created.
Trigger
Scheduled
Try It
- Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write

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

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.

Learn more